Trustees Review Investment Results with CI Eaton

Massachusetts Maritime Academy’s Board of Trustees received an investment performance report from CI Eaton Private Wealth for the past fiscal year. Trustees discussed fees and potential scheduling of a special meeting to review Academy investments and the Reserve Fund.

Document date · June 2, 2023

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Document type

Minutes

Source document

massachusetts-maritime-academy-board-of-trustees-meeting-minutes-june-2-2023_a9e.pdf

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Massachusetts Maritime Academy?

Ci Eaton Private Wealth was awarded this financial services contract by Massachusetts Maritime Academy, as recorded on June 2, 2023.

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 massachusetts-maritime-academy-board-of-trustees-meeting-minutes-june-2-2023_a9e.pdf (Minutes), dated June 2, 2023 from Massachusetts Maritime Academy. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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