Company Profile

Woodstock Corporation

Company Overview

Woodstock Corporation is a Boston-based investment management firm, whose customers include high net-worth individuals, their families, endowment funds, and private foundations. We pride ourselves on getting to know our clients and providing personalized service. Individual portfolios are constructed primarily of high-quality stocks and investment grade bonds, as appropriate to meet each client’s investment objectives. Our investment decisions are based on fundamental research. We have a long investment time horizon.

Company History

Founded in Boston in 1929, Woodstock was established to manage the financial affairs of William A. Paine, founder of Paine Webber & Company. Named for the Woodstock, Connecticut, home of Paine’s father, the firm grew through long-standing client relationships built on trust.

Today, Woodstock remains privately held, with stable ownership and leadership that are increasingly uncommon in the wealth management industry. That history reflects disciplined decision-making and client relationships spanning generations, supported by a firm structure designed to serve our clients as their needs evolve.

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  • 2 days ago

    Portfolio Manager/Analyst

    Woodstock Corporation - Multiple locations
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    We are seeking a Portfolio Manager/Analyst responsible for managing investment portfolios, managing high net worth client relationships, and analyzing stocks. The ideal candidate will exhibit a passion for client service, business acumen, and adherence to the highest moral and ethical standards. Managers will develop their own investment performance record drawing from the group research effort, while investing consistently with both the clients investment objectives and Woodstock s investment ...

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