Woodstock Corp.

Woodstock Corp. is an independent private wealth management firm in Boston serving high-net-worth individuals and multigenerational families. Portfolio managers build each client’s portfolio security by security, conduct their own research and manage client accounts directly, so clients deal with the people making investment decisions. The approach stresses disciplined research, long-term growth and careful risk management rather than reacting to short-term headlines.

The firm was founded in 1929 by William A. Paine, co-founder of Paine Webber, as a family office to manage his own family’s investments. It is named for the Woodstock, Connecticut, home of Paine’s father. Its success brought in other clients, and today some are the third or fourth generation of their families to work with Woodstock. Paine’s great-grandson, William H. Darling, serves as executive director, and the firm remains privately held.

What to Know

• Staff span investment management, advisory, tax and fiduciary roles.
• The firm keeps its number of client accounts deliberately low.
• It is independently operated and not driven by sales targets.
• Portfolio managers include Thomas C. Stakem Jr., Adrian G. Davies, Benjamin C. Dawson, Robert B. Sanders and Lisa M. Supple.