Last Update

2015-10-07T00:00:00.000Z

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M. Elena Gillespie

Senior Vice President

Woodstock Corporation

HQ Phone: (617) 227-0600

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

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Woodstock Corporation

31940 Anita Dr

Westland, Michigan 48185

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 (52)

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

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 (4 Total References)


Woodstock Services Company People | Woodstock Services

woodstockservices.com [cached]

M. Elena Gillespie, CPA, MST

President


Woodstock | Administration

www.woodstockservices.com [cached]

Rosemary F. Butler | M. Elena Gillespie | Rosemary D. Lauritzen

...
M. Elena Gillespie, CPASenior Vice President | Chief Administrative OfficerChief Compliance Officer | Treasurer
Elena joined Woodstock in 2003, bringing with her 19 years experience in public accounting and advising individuals and corporate clients on a wide array of financial, tax and management issues.
At Woodstock, Elena is responsible for overseeing custody services and performance reporting, client tax services and SEC compliance, as well as corporate finance, human resources, information technology operations and corporate marketing.
Since 2002, she has served as Senior Vice President of Finance for Coal, Energy Investments and Management, LLC, and from 1991 to 2001 she served as Senior Vice President of Finance for Big Sandy Management Company, Inc.
In addition, Elena 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 graduated from the University of Massachusetts at Amherst with a Bachelor degree in Business Administration - Accounting and received a Master of Science degree in Taxation from Suffolk University.


M. Elena Gillespie, CPA, MST | Woodstock Services

woodstockservices.com [cached]

M. Elena Gillespie, CPA, MST

President
As president and a manager of Woodstock Services Company, LLC, Elena is responsible for overseeing all operations, including tax and custodial services and performance reporting as well as client tax services and SEC compliance.
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 Management Company, Inc., 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.


Lupus Foundation New England

www.lupusne.org [cached]

M. Elena Gillespie, CPA

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