Personal Information
Organização/Local de trabalho
Greater Boston Area United States
Cargo
Chief Investment Officer at Charter Trust Company
Setor
Finance / Banking / Insurance
Sobre
I lead a team of investment professionals in a private wealth management firm. We do everything from investments to taxes to trusts and wills to evaluating investment bankers and consulting on M&A transactions. We have products across the spectrum ranging from those for young people (20m+) to full Family Office solutions (20mm+).
Specialties: Developed market equity and fixed income investments, alternative asset class manager evaluation.
Marcadores
global
investments
projections
china
2017
finance
leadership
stock market
2012
bond market
2011
economics
markets
brics
crisis
financial
credit
investing
whitewater
Ver mais
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Personal Information
Organização/Local de trabalho
Greater Boston Area United States
Cargo
Chief Investment Officer at Charter Trust Company
Setor
Finance / Banking / Insurance
Sobre
I lead a team of investment professionals in a private wealth management firm. We do everything from investments to taxes to trusts and wills to evaluating investment bankers and consulting on M&A transactions. We have products across the spectrum ranging from those for young people (20m+) to full Family Office solutions (20mm+).
Specialties: Developed market equity and fixed income investments, alternative asset class manager evaluation.
Marcadores
global
investments
projections
china
2017
finance
leadership
stock market
2012
bond market
2011
economics
markets
brics
crisis
financial
credit
investing
whitewater
Ver mais