FINANCIAL_SERVICESDISCUSSED

Trust Fund Board To Review Investments With RBC

The Upton Board of Trust Fund Commissioners plans to meet with RBC Wealth Management representative Paul D. McDounough to review the town's trust fund investments. The agenda suggests ongoing or potential financial advisory services but does not state a specific contract action or amount.

Status
DISCUSSED
Document date
June 23, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Rbc Wealth Management
Agency
Town of Upton · MA

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Derivita logo
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Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Document type
Agenda
Source document
Town of Upton Board of Trust Fund Commissioners Agenda 2026-06-23

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Town of Upton?

Rbc Wealth Management was awarded this financial services contract by Town of Upton, as recorded on June 23, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a agenda record.

Where was this contract approved?

This contract appears in Town of Upton Board of Trust Fund Commissioners Agenda 2026-06-23 (Agenda), dated June 23, 2026 from Town of Upton. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Rbc Wealth Management hold?

Rbc Wealth Management may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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What is Town of Upton currently buying?

Explore Town of Upton's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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