FINANCIAL_SERVICESONGOING

Tourtellotte Fund consolidated with Weiss Hale Zahansky

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.

Status
ONGOING
Document date
April 30, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Weiss, Hale, & Zahansky
Agency
Thompson School District · CT

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TerraCycle logo
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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

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Document type
Minutes
Source document
Town of Thompson Board of Finance Special Meeting Minutes April 2026

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Thompson School District?

Weiss, Hale, & Zahansky was awarded this financial services contract by Thompson School District, as recorded on April 30, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Town of Thompson Board of Finance Special Meeting Minutes April 2026 (Minutes), dated April 30, 2026 from Thompson School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Weiss, Hale, & Zahansky hold?

Weiss, Hale, & Zahansky may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Weiss, Hale, & Zahansky's profile

What is Thompson School District currently buying?

Explore Thompson School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View Thompson School District's profile

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