Examining Recent Success Stories from Clients of Contravisory Investment Management Inc


Contravisory Investment Management Inc provides Financial planning and advisory services to clients. This firm offers financial planning solutions to many clientsthat include institutional and high-net worth investors as well as individuals with high net-worth.

Total assets of $549.5million The firm is responsible for 468 accounts. 46% of these accounts are related to high-net worth customers.

Frank Noonan

Frank Noonan serves as a director of Contravisory Investment Management Inc. The main office of the SEC-registered investment advisory firm is located in Norwell Massachusetts. The firm manages 550 million in accounts for 468 clients.

Noonan is authorized to provide financial planning services and portfolio management services for individuals, small enterprises, and pooled investments vehicles. They can charge fees based on the services offered. These may comprise charges for fixed, asset-based or the performance-based charge.

More than 25 years of experience in the finance industry with a number of firms including Fidelity Investments or Scudder Funds.

He has a wealth of business experience and professional expertise to the position of facilitator, coach, and content designer workshop facilitator for LTA. by adjusting and responding to the specific needs of the participants, he makes learning accessible and offers challenging and pertinent information. He is certified in Neuro-Linguistic programming and Hay Group’s Emotional Competence Index and Prince 2 project management.

Matthew Sullivan

Contravisory Investment Management Inc is a financial advisory firm located within Norwell, Massachusetts. The firm has assets of $550,000,000 and 468 clients accounts.

The firm provides a number of options for portfolio management along with asset allocation and portfolio management for institutional clients. Services for security rating are also provided by the firm.

Matthew Sullivan is an employee since the year 2007. Matthew Sullivan is chief compliance officer and is accountable for the daily operation.

Sullivan graduated from Canisius College in Buffalo, New York and earned a bachelor’s in business administration. The family resides in Kingston, Massachusetts with his wife and four children.

Bill began working at Contravisory Investment Management in 1995. Bill has more than 25 years of experience working in the financial industry , with particular emphasis on equity investments. The clients he serves include high net worth individuals and families, and institutional investors. The strong track record of performance can be attributed to his position on the investment committee.

Bill O’Brien

Bill O’Brien is a business litigator, who draws on his law expertise to assist in resolving financial disputes related to purchases, loans purchase of stock, breaches of fiduciary duty, as well as other complicated deals. He represents clients who are suing public accounting companies who negligently conducted audits.

O’Brien was previously the head coach of Penn State for two seasons which earned him Bear Bryant, Maxwell Football Club and ESPN National Coach of the Year honors after leading the Nittany Lions to a fifteen-year record of 15-9 with a 10-6 record in the conference. He then spent seven seasons coaching the Houston Texans’ head coach which included a 52-48 win record that included back-to back AFC South titles and four playoff appearances.

When he joined in 2007, joined as a player for the Patriots with the team as an assistant of Belichick’s coaching team. He advanced through the ranks until he was named the quarterbacks coach in 2011 and the offensive coordinator in 2012. He was the NFL’s top-rated offensive coordinator for two years (2011-12) in charge of guiding the Patriots to record-setting debut season and team quarterback Tom Brady.



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