Rand G. Folta, CFA

Investment Officer & Executive Vice President | Winslow, Evans & Crocker, Inc.

Boston, MA
D: 617.345.3506
Overview
Education

M.S., Finance, Boston College

B.S., Investments and Economics, Babson College

Rand Folta brings more than twenty five years of experience in the financial services industry to Burns & Levinson Asset Management. As the Investment Officer, Mr. Folta has primary responsibility for creating investment strategy, analysis and selection of equity and fixed income investments, and management of investment portfolios.

Mr. Folta also serves as Executive Vice President of Winslow, Evans & Crocker, Inc., a registered investment adviser and sub-advisor to the Company, and provides investment advisory services both with respect to Company clients for whom a Sub-Advisory Agreement with Winslow, Evans & Crocker, Inc. is in effect and for other clients of Winslow, Evans & Crocker, Inc.

Prior to joining Burns & Levinson Asset Management he was Vice President at Safian Investment Research in New York where he authored many of the firm’s macroeconomic and equity market sector strategy studies. He was Vice President and Equity Portfolio Manager for National Grange Mutual Insurance Company in New Hampshire where he created the firm’s investment process and managed the equity portfolios for the insurance company, its subsidiaries, and several client insurance companies. Mr. Folta was also Vice President for BankEast Trust Company in New Hampshire where he managed equity and fixed income portfolios for individuals as well as the firm’s pooled fixed income funds.

Memberships

Association of Investment Management and Research, Member

Boston Economic Club, Member

Boston Security Analysts Society, Member

Chartered Financial Analyst

Rand G. Folta, CFA
Education

M.S., Finance, Boston College

B.S., Investments and Economics, Babson College

Email Confirmation

Thank you for your interest in Burns & Levinson LLP. Please be aware that unsolicited e-mails and information sent to Burns & Levinson though our web site will not be considered confidential, may not receive a response, and do not create an attorney-client relationship with Burns & Levinson. If you are not already a client of Burns & Levinson, do not include anything confidential or secret in this e-mail. Also, please note that our attorneys do not seek to practice law in any jurisdiction in which they are not authorized to do so.

By clicking "OK" you acknowledge that, unless you are a current client, Burns & Levinson does not have any obligation to maintain the confidentiality of any information you send us.