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This profile was last updated on 12/10/14  and contains information from public web pages and contributions from the ZoomInfo community.

M. Elena Gillespie

Wrong M. Elena Gillespie?

President

Woodstock Services Company LLC
Phone: (617) ***-****  HQ Phone
Email: e***@***.com
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...   more
Background

Employment History

  • Senior Vice President, Chief Administrative Officer, Chief Compliance Officer, Treasurer
    Woodstock Corporation
  • Managing General Partner
    Big Sandy Management Company , Inc.
  • Senior Vice President of Finance for Coal, Energy Investments
    Big Sandy Management Company , Inc.

Board Memberships and Affiliations

Education

  • BBA , Business Administration - Accounting
    University of Massachusetts
  • BBA , Business Administration - Accounting
    Amherst
  • M.S. , Taxation
    Suffolk University
  • B.B.A. , Accounting
    University of Massachusetts
  • B.B.A. , Accounting
    Amherst
  • Bachelor degree , Business Administration - Accounting
    University of Massachusetts
  • Bachelor degree , Business Administration - Accounting
    Amherst
  • Master of Science degree , Taxation
    Suffolk University
9 Total References
Web References
Woodstock Services Company People | Woodstock Services
woodstockservices.com, 10 Dec 2014 [cached]
M. Elena Gillespie, CPA, MST
President
M. Elena Gillespie, CPA - WoodstockWoodstock
www.woodstockcorp.com, 20 Nov 2014 [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.
Lupus Foundation New England
www.lupusne.org, 1 Jan 2012 [cached]
M. Elena Gillespie, CPA
M. Elena Gillespie, CPA - WoodstockWoodstock
www.woodstockcorp.com, 20 Nov 2014 [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.
Boston’s Full-Service Wealth Management Provider | Tax Services | Account Custody - Woodstock Services CoWoodstock
www.woodstockcorp.com, 20 Nov 2014 [cached]
M. Elena Gillespie, CPA
Senior Vice President, Chief Administrative Officer, Chief Compliance Officer, Treasurer
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