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2017-01-07T00:00:00.000Z

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M. Elena Gillespie

HQ Phone: (617) 227-0600

Email: e***@***.com

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Woodstock Corporation

27 School Street

Boston, Massachusetts 02108

United States

Company Description

We are dedicated to meeting or exceeding our clients' expectations, not only with regard to investment performance, but also in terms of the additional financial advisory services we provide and especially in the way in which we work with clients. We are ... more

Find other employees at this company (53)

Background Information

Affiliations

Member
National Society of Compliance Professionals Inc

Member
Massachusetts Society of Certified Public Accountants Inc

Member
American Institute of Certified Public Accountants Inc

Board Member
Canton , MA

Treasurer and Member On the Board
Lupus Foundation of New England

Education

BBA

Business Administration - Accounting

Amherst

BBA

Business Administration - Accounting

University of Massachusetts

M.S.

Taxation

Suffolk University

MST

Web References (9 Total References)


Woodstock Services Company People - Woodstock Services

woodstockservices.com [cached]

M. Elena Gillespie, CPA, MST

President


Boston’s Full-Service Wealth Management Provider | Tax Services | Account Custody - Woodstock Services CoWoodstock

www.woodstockcorp.com [cached]

M. Elena Gillespie, CPA

Senior Vice President, Chief Administrative Officer, Chief Compliance Officer, Treasurer


Private Wealth Management Firm in Boston | Investment Portfolio Managers | Estate Planners - Woodstock Services CoWoodstock

www.woodstockcorp.com [cached]

M. Elena Gillespie, CPA

President


M. Elena Gillespie, CPA - WoodstockWoodstock

www.woodstockcorp.com [cached]

M. Elena Gillespie, CPA

President
As president of Woodstock Services Company, LLC, Elena is responsible for overseeing all operations, including custodial services, client tax and accounting services, and performance reporting.
She is also an officer of Woodstock Corporation, serving as the company's senior vice president, chief administrative officer, chief compliance officer and treasurer. In those capacities, she oversees all non-investment activities as well as SEC compliance. Elena also serves as senior vice president of finance for Coal, Energy Investments and Management, LLC, and managing general partner of Big Sandy Company, LP, with which she has been affiliated since 1991.
Elena joined Woodstock in 2003, bringing with her 19 years experience in public accounting and advising individuals and corporate clients on financial, tax and management issues. She is a member of the Massachusetts Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the National Society of Compliance Professionals. She is also an Investment Adviser Certified Compliance Professional (IACCCP?)
A graduate of the University of Massachusetts at Amherst with a BBA in Business Administration - Accounting, Elena also received a M.S. in Taxation from Suffolk University. Outside of Woodstock, Elena serves on the board of directors of the Canton, MA, Historical Society, for which she is the treasurer, and formerly served as treasurer and member on the board of the Lupus Foundation of New England.


M. Elena Gillespie, CPA - WoodstockWoodstock

www.woodstockcorp.com [cached]

M. Elena Gillespie, CPA

Senior Vice President, Chief Administrative Officer, Chief Compliance Officer, Treasurer
Elena is responsible for oversight of all non-investment related activities as well as SEC compliance at Woodstock Corporation. She also is president of Woodstock Services Company, LLC, and serves as senior vice president of finance for Coal, Energy Investment and Management, LLC, and managing general partner of Big Sandy Company LP, with which she has been affiliated since 1991.
Elena joined Woodstock in 2003, bringing with her 19 years experience in public accounting and advising individuals and corporate clients on financial, tax and management issues. She is a member of the Massachusetts Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the National Society of Compliance Professionals. She is also an Investment Adviser Certified Compliance Professional (IACCCP?)
A graduate of the University of Massachusetts at Amherst with a BBA in Business Administration - Accounting, Elena also received a M.S. in Taxation from Suffolk University. Outside of Woodstock, Elena serves on the board of directors of the Canton, MA, Historical Society, for which she is the treasurer, and formerly served as treasurer and member on the board of the Lupus Foundation of New England.

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