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Investment reviews with Citizens Private Wealth and Davidson & Stone

Town of Pittsfield
Document date
Mar 3, 2025

The 30-second brief

What it covers

Pittsfield Trustees of Trust Funds to engage Citizens Private Wealth and Davidson & Stone for investment reviews in April. This is regarding Investment advisor appointments.

Who holds it

NA holds this investment advisory contract with Town of Pittsfield. Its other public contracts on record include work for Town of Ticonderoga and City of Eagan.

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Contract details

Contract type
Investment Advisory
Document date
March 3, 2025
Term
NA
Vendor
NA
Agency
Town of Pittsfield
Source document
town-of-pittsfield-meeting-minutes-2025-03-03_9df.pdf (Meeting Minutes)

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Questions about this contract

Who was awarded the investment advisory contract by Town of Pittsfield?

NA was awarded this investment advisory contract by Town of Pittsfield, as recorded on March 3, 2025.

What type of contract is this?

This is a Investment Advisory contract, documented as a meeting minutes record.

Where was this contract approved?

This contract appears in town-of-pittsfield-meeting-minutes-2025-03-03_9df.pdf (Meeting Minutes), dated March 3, 2025 from Town of Pittsfield. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does NA hold?

NA 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 Pittsfield currently buying?

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

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