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FINANCIAL_SERVICESONGOING

Town of Thompson Board of Finance Special Meeting Minutes April 2026

Tourtellotte Fund consolidated with Weiss Hale Zahansky

Thompson School DistrictWEISS, HALE, & ZAHANSKYApril 30, 2026

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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Description

The Town of Thompson is consolidating the Tourtellotte Fund with investment firm Weiss, Hale, and Zahansky after Bank of America signed transfer documents. The move will place management of the approximately $3 million trust under the new advisor.

Contract Details

Vendor

WEISS, HALE, & ZAHANSKY

Agency

Thompson School District, CT

Contract Type

FINANCIAL_SERVICES

Document Date

April 30, 2026

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