Our Team

Mike Huffman

Michael L. Huffman, CFA
President & Portfolio Manager

Mike founded Rock Point Advisors in 2004. He takes the lead role in executing Rock Point Advisors’ investing strategy and manages client relationships.

Mike gained invaluable experience as Vice President of Fraser Management Associates from 1997 through 2004. Prior to that, Mike traded stocks and options on the floor of the Chicago Board Options Exchange for 16 years.

Mike enjoys skiing and sailing and is a past President of the International Lightning Class Association. Mike is a graduate of Dartmouth College and earned an MBA from the Kellogg School of Management at Northwestern University.

Todd Wulfson

Todd A. Wulfson, CFA
Vice President & Portfolio Manager

Todd brings 20 years of industry experience to his roles managing client relationships, conducting research and serving on the Investment Committee.

He functioned in those same roles as Vice President at Fraser Management Associates from 1998 through 2004. From 1993 to 1998, Todd was an analyst and manager at a financial planning and investment firm where he counseled individual and business clients.

Todd earned his Chartered Financial Analyst designation in 2002. He served on the board of the Vermont CFA Society from 2007 to 2013, and currently serves the Board as a volunteer arranging speakers for society meetings.

Todd completed the University of Vermont accounting program and graduated with a B.S. in Business Administration. Todd is an avid hockey player and enjoys the outdoors, especially on skis, bicycles, and boats.

Brian Culver

Brian R. Culver
Chief Operations Officer

Brian oversees Rock Point Advisors’ operations and also serves as the firm’s Chief Compliance Officer. Brian joined Rock Point Advisors in May of 2014 and brings with him over 20 years of management and operations experience.

Prior to joining Rock Point Advisors, Brian served on the executive team at Problem Knowledge Coupler Corporation (PKC). He played an integral role transitioning PKC’s operations and staff following its sale to Sharecare in 2012. During his 15 year tenure, he participated in strategic planning and business development while leading the content and product development teams for this innovative medical decision support company. Earlier in his career, he worked in the student loan, insurance, and higher education industries.

Brian earned his B.A. degree in Psychology from the University of Vermont and has enjoyed volunteering and mentoring in the greater Burlington area for many years. Outside of work, Brian enjoys mountain biking, fitness boot camps, reading, and spending time with his family.

Tim Humphrey

Timothy A. Humphrey, CFA
Portfolio Manager

Tim manages client relationships and serves on the Investment Committee. He joined Rock Point Advisors in early 2015, returning home to Vermont from Boston.

Most recently, Tim was an Investment Representative with Barclays Wealth, managing client relationships and portfolios. Previously, he was both an Investment Analyst and Investment Associate with J.P. Morgan’s Private Wealth Management. Tim holds his Chartered Financial Analyst designation and is a member of the Vermont CFA Society.

He graduated with a B.S. from Saint Michael’s College where he majored in both Information Systems and Business. Tim enjoys almost all outdoor activities, especially hiking, snowboarding, and golf.

Jean Sievert

Jean I. Sievert, CFA
Director of Research

Jean oversees Rock Point Advisors’ research process and also takes a lead role in performing the in-depth analysis that underpins the firm’s investment strategy. Jean joined Rock Point Advisors in early 2013, bringing with her nearly thirty years of experience.

She was a Senior Vice President at Putnam Investments in Boston from 1998 to 2012, during which time she conducted equity and credit research on financial companies around the world. Prior to that, she worked for fourteen years as a sell-side analyst in New York including positions at Lehman Brothers and Goldman Sachs. During this period, she was frequently voted to the Institutional Investor Magazine All-America team.

Jean is a Chartered Financial Analyst and a member of the Vermont CFA Society. She earned a B.A. in Economics from Middlebury College and an M.B.A. in Finance from New York University. In her spare time, Jean is an avid skier and sailor.

Mary Johnson

Mary C. Johnson
Client Service Specialist

Mary is a Client Service Specialist at the firm. Mary enjoys taking a personal interest in each of our client’s and getting to know them as individuals. Mary has experience in addressing client’s needs such as opening new accounts, transfers, retirement distributions and charitable gifting. In addition, Mary occasionally provides back up support to our trading team.

She began her career in financial services in 2000 with NL Capital Management (previously a division of National Life) and concentrated on trading for private clients. When the opportunity arose, Mary joined Mike Huffman at Fraser Management Associates in Burlington, VT as a Trader. Upon the creation of Rock Point Advisors, Mary joined Mike at as a Trader/Client Service Specialist.

Mary earned her undergraduate degree from the University of Vermont in Business Administration. Mary is a native Vermonter and currently resides in Jericho, Vermont with her husband Hale and their Cairn Terrier, Kyla. She enjoys quilting and gardening in her free time. Additionally, Mary enjoys travelling especially to Lake Placid, New York where she spent some time training as a competitive figure skater.

Matthew Michaud

Matthew P. Michaud
Trading Specialist

Matt works with the Investment Committee to secure the best possible execution for purchases and sales. Matt has primary quality control responsibility for portfolio data and oversees performance calculations.

Matt received B.A. in Business Administration from nearby Saint Michael’s College. He enjoys playing ice hockey and spending time outdoors with his dog Duke.

Jackson

Jackson A. Bargiello
Research Analyst

Jackson works with Jean in performing the analysis that underpins Rock Point Advisors’ investment strategy. Jackson joined Rock Point Advisors in June of 2014 after graduating from the University of Vermont.

Prior to joining Rock Point Advisors, Jackson worked for the City of Burlington. At City Hall, Jackson performed the analysis behind debt offerings to finance the City’s public investment action plan. He also worked with city officials to move the plans into action.

Jackson graduated with a B.S. in Finance and minor in Economics from the University of Vermont. He currently resides in Burlington and enjoys skiing, sailing, hockey, and hiking.

Moriah McGlenn

Moriah Vancura
Operations Associate

Moriah works closely with Brian on the day-to-day operations, as well as with Mary and Matt on client specific requests and assisting with trading. Moriah joined Rock Point Advisors in January of 2015, and brings experience with customer relations and financial knowledge related to the banking industry.

Prior to joining Rock Point Advisors, Moriah worked with Merchants Bank as a Commercial Associate in the Commercial Banking Department, and in addition worked in the Collections Department and Government Banking.

Moriah earned her B.S. in Business Administration from Colby-Sawyer College in New London, NH. Moriah is a native Vermonter, currently residing in Hinesburg with her husband, Corey and their dog Bixby. She enjoys skiing, maple sugaring, hiking and spending time with friends and family in her free time.

Comments are closed.