HOWLAND CAPITAL MANAGEMENT - Key Persons
Job Titles:
- Partner
- Portfolio Manager
- Services / Services
Andrew Dupee serves as a Partner and Portfolio Manager at Howland Capital Management. Andrew advises clients on investment, wealth-planning, and philanthropic goals. In addition to his primary role as a Portfolio Manager, he is responsible for fixed income strategy and research across the firm.
Andrew joined Howland Capital in 2007 from Standish where he managed fixed income portfolios for institutional clients. He graduated with a B.A. in English from Brown University, an MBA from the F. W. Olin Graduate School of Business at Babson College, and has earned the Chartered Financial Analyst ® designation. He is a member of the CFA Society Boston.
Andrew is also an avid competitive runner and charitable fundraiser. He is a five-time marathon finisher, most recently running the Boston Marathon on Team MR8, raising over $20,000 in support of the Martin Richard Charitable Foundation. In 2018 he completed the Mt. Washington Road Race, a 7.6 mile uphill race on the Mt. Washington auto road.
He lives in Winchester where he is active in town government as an elected Town Meeting Member.
Job Titles:
- Co - Chair of Tax Department
- Services / Services
Prior to joining Howland Capital, Carolyn managed the Tax and Reporting function for the Trust and Gifts Group at the Harvard Management Company and was a Senior Consultant at Deloitte in their Investment Management Advisory Services department. She graduated with a B.A. in Humanities from Providence College and completed postgraduate work at Babson College. A Certified Public Accountant, Carolyn currently focuses on tax preparation, tax reporting and corporate accounting at Howland Capital. Carolyn is also a member of the Massachusetts Society of Certified Public Accountants.
In her personal time, Carolyn enjoys the opposing hobbies of running and baking. She, her husband, three children and their overly affectionate rescue dog are avid skiers, hikers and campers.
Job Titles:
- Partner
- Portfolio Manager
- President
- Services / Services
Charles E. Clapp III serves as the President of Howland Capital Management. Charlie focuses on portfolio management and estate planning for a broad range of families. He serves as trustee and personal representative for many of them.
Charlie joined Howland Capital in 1991, after working for Eagle Investment Associates and Drexel Burnham Lambert. He graduated with a B.A. in Business Administration from the University of Washington, an MBA from the American Graduate School of International Management and has earned the Chartered Financial Analyst ® designation. He is a member of the CFA Society Boston. Charlie also serves on the board of National Advisors Trust Company, FSB, its Fiduciary and Audit Committee and the Finance Committee of the YWCA-Boston.
He is a twenty-five year rider in the Pan-Mass Challenge, as well as an avid backcountry skier, sailor, and active rower, having won a silver medal in the 1984 Olympics.
Connor joined Howland Capital in 2019, and works in the Administrative department. He has received a Bachelor's degree from the University of Vermont majoring in Finance and Global Business.
In his personal time, Connor likes to spend his time skiing and mountain biking. In addition, he is an avid golfer.
Job Titles:
- CFP® Tax Manager
- in 2021 As a Tax Manager
Courtney joined Howland Capital in 2021 as a Tax Manager. She previously held roles as a Tax Senior & Associate Wealth Advisor at The Colony Group and Senior Associate at Andersen Tax. Courtney graduated from Bentley University with two degrees - a B.S. in Corporate Finance and Accounting and M.S. in Taxation. She is also a Certified Public Accountant.
In her personal time, Courtney enjoys running, golfing, and beekeeping.
Job Titles:
- Portfolio Administrator Manager
- Services / Services
Howland Capital welcomed Daniella to the firm in 2007. Prior to Howland Capital, Daniella worked for the Closing Professionals Title Company. She graduated with a BSBA in Management from Suffolk University. At Howland, Daniella manages the Portfolio Administrator group and serves as an intermediary between administrators and management. Daniella spends significant time developing and improving operational processes, policies and procedures.
In her personal time, Daniella enjoys working out and running so she can keep up with her husband and two young boys.
Job Titles:
- Portfolio Administrator
- Services / Services
Dionne joined Howland Capital in 2021, and works in the Administrative department. Xie previously worked as an Accounts Payable Accountant and Executive Assistant for a private equity firm.
Dionne received a B.S. from Southern New Hampshire University with a major in Business Administration w/concentration in Human Resource Management. Xie is currently pursuing a Master's Degree in Communications.
In xir personal time, Dionne volunteers with the Autism Resources Center and other various Autism events. Xie enjoys reading - is a huge Stephen King fan, gardening, knitting, and traveling.
Job Titles:
- Operations & Fund Administrator
- Services / Services
Eoin graduated from Boston College in 2020 with a B.S. in Business Administration and Management, and is currently pursuing a CFA designation. Previously, he worked as a client service representative at MFS Investment Management. In college he interned at AXA Advisors as well as a small hedge fund in Boston called Parquet Capital.
Eoin's favorite activity in his free time is golfing, but in the winter he also enjoy skiing, and loves to visit new places around the world.
Job Titles:
- Partner
- Portfolio Manager
- Services / Services
Gardner joined Howland Capital in 2005, after working for State Street Global Advisors and State Street Research & Management as Senior Vice President and co-founder of their Sports Group. Gardner earned an A.B. from Harvard College, an MBA from Harvard Business School and has earned the Chartered Financial Analyst ® designation.
At Howland Capital, Gardner focuses on investment management for high net worth individuals and professionals of all types, including athletes. He is also a member of the CFA Society Boston.
In his personal time, Gardner serves on the board of Vincent Memorial Hospital, where he was the past Board Chairman. He enjoys walking to work from his home in the Back Bay and family sailing on the Cape. He is married, has three sons and is a United States Navy veteran.
Job Titles:
- Investment Manager
- Senior Research Analyst / Assistant Portfolio Manager
Faisal Butt is a seasoned investment manager with expertise in financial analysis, risk management, and management evaluation. In his current role, Faisal assists in the portfolio management process in addition to providing in-depth fundamental analysis, thematic research and ESG analysis.
Prior to joining Howland Capital, Faisal headed the data analytics team at RMR, a leading U.S. alternative asset management company with over $30 billion in AUM. Additionally, he covered consumer discretionary stocks at Amundi Pioneer and was instrumental in raising over $2 billion in assets for its large cap growth mutual fund. Faisal also covered consumer and industrial companies at Surveyor Capital, Columbia Threadneedle and KeyBanc Capital Markets. He began his career working at the Federal Reserve Bank of Cleveland.
Faisal graduated with a B.A. in Economics from Ohio Wesleyan University. He has Chartered Financial Analyst ® and Financial Risk Manager ® designations.
Faisal lives in Winchester with his wife and two sons. During his spare time, he enjoys spending time with his family, traveling, running, and reading.
Job Titles:
- Certified Public Accountant
- Tax Manager
- in 2022 As a Tax Manager
- Services / Services
Hong Chen joined Howland Capital in 2022 as a tax manager. Prior to joining Howland Capital, Hong held the following positions: tax auditor at the Massachusetts Department of Revenue focusing on large corporate audits, senior tax associate for partnerships and mutual funds at EY's Financial Organization Service Department, senior tax associate for mutual funds at KPMG, tax accountant at John Hancock's Investment Department and senior mutual fund tax analyst at JPMorgan.
She graduated from UMass Boston with a B.A. in management and an M.S. in accounting. Hong is a Certified Public Accountant and a member of the Association of International Certified Professional Accountants (AICPA).
Hong lives in Braintree with her husband and two children. In her personal time, she enjoys hiking, traveling, and photography.
Job Titles:
- Senior Tax Advisor
- Services / Services
Job Titles:
- Marketing Manager
- Services / Services
Job Titles:
- Services / Services
- Vice President of Foundation Services
Kate joined Howland Capital in 2014. In her role as Vice President of Foundation Services, Kate works with families and charitable foundation clients to address a range of philanthropic needs, including supporting effective grant-making, managing foundation board development and governance, and engaging multiple generations of family members in meaningful charitable giving.
Kate leads a process to provide right-sized support to clients, whether they are longtime, seasoned donors or just starting to explore their philanthropic options. She brings extensive experience in the nonprofit sector to her work at Howland Capital. She has consulted with nonprofit organizations to help grow promising, impactful solutions to a wide range of systemic social problems. Kate also worked in fundraising and organizational management at Rosie's Place, a Boston shelter for poor and homeless women. Kate continues to volunteer at Rosie's Place and serves as a Board Member of Associated Grant Makers.
She holds a B.A. from Mount Holyoke College and an MBA from the Yale School of Management.
Kate lives in Newton with her husband and two young sons.
Job Titles:
- Grants Manager
- Services / Services
Kayla Wiggin joined Howland Capital in 2019. Kayla works with Howland Capital's Foundation Services by supporting families and charitable foundation clients with their philanthropic needs. Her primary role is serving as the Grants Manger for The Devonshire Foundation. In that role, she oversees the information systems key to the foundation's day-to-day operations. She also supports additional long-term projects and initiatives.
Kayla most recently worked at Santander Bank as a program manager in Corporate Social Responsibility. Prior to that, she was a program officer at the Tufts Health Plan Foundation.
Kayla graduated from Harvard University with a bachelor's degree in government and sociology. Kayla lives in Belmont with her husband and three young sons.
Job Titles:
- Services / Services
- Trading & Operations Manager
Kevin joined Howland Capital in 2007, after working for Investors Bank and Trust Company in their senior mutual fund operations department. At Howland Capital, he serves as a financial operations manager and specialist. He graduated with a B.S. in Accounting from the University of Rhode Island.
In his personal time, Kevin enjoys outdoor activities, architecture and traveling.
Job Titles:
- in 2021 As a Tax Administrator
- Tax Administrator
Kyle Dionela joined Howland Capital in 2021 as a Tax Administrator. They previously worked in TransAmerica's Tax Information Withholding and Reporting department in Cedar Rapids, Iowa. Kyle has also written for various audio publications. They attended Boston University and graduated from Coe College with a degree in Business Administration and a concentration in Management.
In their free time, Kyle enjoys fencing and learning new cooking and baking styles.
Job Titles:
- Lead Portfolio Administrator
- Services / Services
Lauren joined Howland Capital in 2014, after working in real estate law in Rhode Island. She received a B.A. in English from Boston University.
In her personal time, Lauren enjoys reading, boating, learning to golf, and watching the Red Sox.
Job Titles:
- Portfolio Administrator
- Services / Services
Job Titles:
- Chief Compliance Officer
- Partner
- Portfolio Manager
- Services / Services
Maureen Quigley is a Partner, Portfolio Manager, and Chief Compliance Officer at Howland Capital. She manages her clients' assets in the context of their total financial picture, with attention to both their short-term and long-term objectives. As Chief Compliance Officer, Maureen fosters a culture of compliance in order to mitigate risks and maintain the honesty and integrity that are an integral part of being a Fiduciary. Maureen joined Howland Capital in 2004, after working for Decision Resources, Inc., The Joslin Diabetes Center, and the U.S. Senate Finance Committee. She graduated with a B.S. in Chemistry from Tufts University, an M.S. in Finance from Boston College and an MBA from the Simmons Graduate School of Management.
Maureen has earned the Chartered Financial Analyst ® designation and is a member of the CFA Society Boston. She is also a member of Boston Women in Finance. She serves as Treasurer of musiConnects, a Boston-based non-profit organization that builds community through free and low-cost music education, ensemble coaching and performance in underserved areas.
In her personal time, Maureen enjoys playing music and traveling, activities she shares with her husband and twin son and daughter.
Job Titles:
- Partner
- Portfolio Manager
- Senior Analyst
- Services / Services
Nicholas Crocker is a Portfolio Manager and Senior Analyst at Howland Capital Management. Nick is responsible for researching and covering equities as well as serving on the Investment Committee. In addition to equity research he manages client portfolios and advises clients on asset allocation and financial planning based on their unique circumstances.
Nick joined Howland Capital in 2013 after working for Rockefeller & Co. as a Portfolio Engineer and Portfolio Manager Assistant. Nick graduated with a B.A. in Economics from Davidson College and an MBA from the F. W. Olin Graduate School of Business at Babson College. He has earned the Chartered Financial Analyst ® designation and is a member of the CFA Society Boston.
Nick lives in Dedham with his wife and three children. When not chasing after his little ones, he enjoys golf and saltwater fishing.
Job Titles:
- Portfolio Analyst
- Services / Services
Nicholas joined Howland Capital in 2019, and serves as our Portfolio Analyst. Previously he focused on trading on our operations team. As a Portfolio Analyst, he provides detailed attention to our client's allocations, rebalancing, investment policy, and provides recommendations.
He attended the London School of Economics and Political Science (LSE) and earned a B.S in Financial Management from Salve Regina University, as a Pell Honors Scholar in Newport, Rhode Island. Currently, he is pursuing a Master of Liberal Arts in Extension Studies from Harvard University.
Nicholas enjoys running and is a two-time Boston Marathon finisher for Team MR8, raising funds in support of the Martin Richard Charitable Foundation. In his personal time, he loves writing, traveling, and experiencing different cultures across the world.
Job Titles:
- Chief Fiduciary Officer
- Services / Services
Pam joined Howland Capital in 2022. In her role as Chief Fiduciary Officer, Pam oversees the administration of the firm's trusts and estates as well as assists clients with estate and tax planning matters. Prior to joining Howland Capital, Pam was a partner at the law firms of Rubin and Rudman, LLP and Pabian & Russell, LLC, where she concentrated her practice in the areas of estate planning, estate administration, trust administration, and transfer tax planning, handling a broad range of matters including planning for non-US citizens, prenuptial agreements and complex trust planning.
Pam holds a B.A. in Sociology from Boston University, a J.D. from Suffolk University Law School and an LL.M from Boston University School of Law.
Pam lives in Charlestown with her husband, young daughter and rescue dog from Turks and Caicos (aptly named Caicos). In her free time, Pam enjoys being outside, particularly hiking.
Job Titles:
- Co - Chair of Tax Department
- Services / Services
Patty joined Howland Capital in 2007, after working for UHY Advisors N.E. where she served as a tax manager. During her time there, she worked with high net-worth individuals, partnerships, S-corporations, and trusts. Prior to UHY, she worked in the Mutual Fund Division of State Street Bank & Trust Company. She earned an A.S. from McIntosh College and a B.A. from the University of New Hampshire. She is a member of both the Massachusetts and New Hampshire Societies of CPAs.
In her personal time, Patty enjoys skiing, golf and hiking with her husband and three sons. She also sits on the boards of a number of athletic groups in support of her children - Bow Booster Club, Bow Soccer Club, Bow Youth Baseball and Bow Youth Softball.
Job Titles:
- Tax Manager
- in 2022 As a Tax Manager
- Services / Services
Peggy joined Howland Capital in 2022 as a tax manager. Prior to joining Howland Capital, Peggy was a tax manager at EY in their Financial Service Tax Department, focusing on Private Equity and Hedge Funds. She has earned a B.S. in Accounting & M.S in Taxation from Suffolk University. Peggy is Certified Public Accountant & a member of the Massachusetts Society of Certified Public Accountants. She also serves as board member of Stoughton YMCA.
In her free time, Peggy loves traveling, watching movies and cooking.
Job Titles:
- Portfolio Administrator
- Services / Services
Peter joined Howland in 2021 with significant wealth management experience. He previously worked at PaineWebber, UBS and Wells Fargo Advisors and developed a specialty in trading and settlements for Investment Advisors like Howland. Peter is a Boston College graduate, who has also worked in Construction Management.
He enjoys going to the Cape, skiing and coaching youth soccer and lacrosse. Peter lives with his wife Courtney and three boys in Sharon, MA.
Job Titles:
- Chief Investment Officer
- Partner
- Portfolio Manager
Job Titles:
- Assistant Portfolio Administrator
Job Titles:
- Partner, Chairman & CEO, Portfolio Manager