Our associates:

Rand G. Folta CFA, Executive Vice President
Phone: (617) 896-3590  Fax: (617) 227-5505 | rfolta@e-winslow.com
Location: Boston - Headquarters | Directions

Form ADV Part 2B

Rand Folta brings more than thirty years of experience in the financial services industry to Winslow. As Executive Vice President and the Chief Investment Officer of Burns & Levinson Asset Management, Mr. Folta has primary responsibility for creating investment strategy, analysis and selection of equity and fixed income investments, and management of investment portfolios.

Prior to joining Winslow, Rand was Vice President at Safian Investment Research in New York where he authored many of the firm’s macroeconomic and equity market sector strategy studies. He was Vice President and Equity Portfolio Manager for National Grange Mutual Insurance Company in New Hampshire where he created the firm’s investment process and managed the equity portfolios for the insurance company, its subsidiaries, and several client insurance companies. Mr. Folta was also Vice President for BankEast Trust Company in New Hampshire where he managed equity and fixed income portfolios for individuals as well as the firm’s pooled fixed income funds.

Mr. Folta earned a B.S. in Investments and Economics from Babson College and a M.S. in Finance from Boston College. He is a Chartered Financial Analyst and a member of the CFA Institute, the Boston Security Analysts Society, and the Boston Economic Club.