Karen Dunton is not listed as a control person, but directly owns under 5% of Ipswich Investment Management.
Ipswich Investment Management is an investment adviser based in Beverly, MA, registered with the SEC since 1986. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $730 million, as filed on 16 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 8064928
- Firm
- Ipswich Investment Management · CRD 106625
- Role
- Assistant Vice President
- In role since
- December 2024 · 1 year
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Beverly, MA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Karen Dunton work?
Karen Dunton has been Assistant Vice President of Ipswich Investment Management Company, Inc. since December 2024.
How can I verify Karen Dunton’s record?
Karen Dunton’s role is listed on Ipswich Investment Management Company, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 106625.
- Patricia BowlinSenior Vice President & Managing Director
- Alexander ColbyPresident, CEO & Managing Director
- David MacDougallSenior Vice President, Managing Director & Chief Compliance Officer
- 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