Broker Check
F. Warren Coulter

F. Warren Coulter

Client Portfolio Management

Warren joined the firm in 1989 as a Portfolio Manager and financial advisor, concentrating in mid-to-large company retirement plans and 529 education savings plans. Beginning in 2016, he will focus solely on client portfolio management duties, supporting the advisors in the firm with asset management. Warren also holds the position of Senior Client Associate with LPL Financial.

A 1962 graduate of Harvard College, Warren earned his A.B. in physical science. He went on to earn his MBA in financial in 1967 from Babson Institute. Before joining the firm in 1989, Warren held senior financial executive positions with a number if major corporations.

Warren holds the distinguished and permanent rank of captain, United States Navy (USN) (Ret.) with 29 years combined active and reserve service. He is chairman of the Hollis Town Trustees in Hollis, New Hampshire where he resides with his wife Karen. The couple has 2 children, Laura and Christopher.

Warren retired in 2009 as scoutmaster for Troop 12 in Hollis, following 20 years of service.