Rockport Business Directory
(This directory lists Greater Cape Ann Chamber of Commerce members only. Want your business listed? Join the Chamber today!)
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DIRECTORY QUICK LINKS


Cape Ann Capital
Categories
Financial & Retirement Planning
About Us
Fee only Investment Advisor / Financial Planning, CFP, CFA
Rep/Contact Info
Jeremy DiStefano
Jeremy DiStefano
View Personal Bio
Mr. David A Umstead
I am an experienced investment professional pursuing a lifelong passion of marrying technology and investments. I come to the profession armed with a PhD in Finance from the University of North Carolina at Chapel Hill and three years on the faculty of The Wharton School. Since moving to Cape Ann in 1978 I’ve held various leadership roles in the financial services industry including: director of quantitative research at Putnam Management Company, head of international investments at State Street Global Advisors, co-founder of Boston International Advisors and in 1999 founder of Cape Ann Capital. Cape Ann Capital today has over 500 clients and $130 million in assets under management.