David MacDougall has been Senior Vice President, Managing Director & Chief Compliance Officer of Ipswich Investment Management since December 2025, is a control person of the firm and directly owns under 5% of it. David MacDougall holds a Bachelor's degree in Business Administration from Northeastern University and an MBA from Boston College.
Ipswich Investment Management Company, Inc. is a Beverly, MA firm with $730M under management, 268 clients and 6 advisers in one office, as of its March 2026 filing.
David MacDougall is a Senior Vice President, Managing Director, Chief Compliance Officer and Member of the Investment Committee of Ipswich Investment Management, based in Beverly, MA. Before joining the firm, he was a Portfolio Manager at Eaton Vance WaterOak Advisors, where he managed the firm's Quality Dividend Growth equity strategy. Previously, he held equity research positions at Wilkins Investment Counsel and at Boston Financial Management, where he managed the firm's Dividend Appreciation equity strategy.
David MacDougall’s longest registration is the current one, 5 years at Ipswich Investment Management since 2021. Before joining Ipswich Investment Management in 2021, David MacDougall was registered through Boston Financial Management LLC and Emerson Investment Management LLC.
- – present · 5 yearsBeverly, MA · Adviser representative · Firm CRD 106625
- Boston Financial Management LLC– · under a yearBoston, MA · Adviser representative · Firm CRD 112360
- Emerson Investment Management LLC– · under a yearBoston, MA · Adviser representative · Firm CRD 104659
Professional designations
Listed by Ipswich Investment Management
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
David MacDougall is registered as an investment adviser representative in Massachusetts, since June 2021.
- MassachusettsSince 29 June 2021
Examinations
No examinations are on David MacDougall’s record.
- Full name
- David Robert MacDougall
- CRD
- 6442591
- Firm
- Ipswich Investment Management · CRD 106625
- Role
- Senior Vice President, Managing Director & Chief Compliance Officer
- Office
- 138 CONANT STREET, SUITE 201, Beverly, MA 01915
- Registration
- Investment adviser registration
- In the industry since
- April 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ipswichinvestment.com
Where does David MacDougall work?
David MacDougall has been Senior Vice President, Managing Director & Chief Compliance Officer of Ipswich Investment Management Company, Inc. since December 2025, and is a control person of the firm.
Is David MacDougall a financial advisor?
Yes. David MacDougall has a current investment-adviser registration in Massachusetts, through Ipswich Investment Management since June 2021.
How many years of experience does David MacDougall have?
David MacDougall has 5 years in the financial industry, since April 2021, across 3 adviser firms.
Where did David MacDougall work before Ipswich Investment Management?
Before Ipswich Investment Management, David MacDougall was registered through Boston Financial Management LLC, May 2016 to July 2016; Emerson Investment Management LLC, May 2016 to May 2016.
Where is David MacDougall based?
David MacDougall’s registered office is in Beverly, MA.
Is David MacDougall registered with FINRA?
No. David MacDougall has no current broker registration.
Is David MacDougall a CFA charterholder?
Ipswich Investment Management lists David MacDougall with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: David MacDougall, CFA biography, ipswichinvestment.com
How can I verify David MacDougall’s record?
Search CRD 6442591 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David MacDougall’s full registration record.
- Patricia BowlinSenior Vice President & Managing Director
- Alexander ColbyPresident, CEO & Managing Director
- Karen DuntonAssistant Vice President
- James McCallSenior Vice President & Managing Director
- Janell PhillipsExecutive Vice President & Managing Director
- Albert TitcombExecutive Vice President & COO
- Eric JostromChairman & Chief Investment Officer
- Molly MorinVP & CFO