Profilo
Ms. Alicia M.
André, CFA MBA, is Senior Wealth Advisor at Boston Private Wealth LLC.
Ms. André was previously employed as a Managing Director & Senior Client Advisor by Banyan Partners LLC and Silver Bridge Capital Management LLC, and a Portfolio Manager by Mellon Trust of New England, National Association.
She received her BS in Business Administration from the Rochester Institute of Technology and her MBA in Finance from the Rochester Institute of Technology.
Precedenti posizioni note di Alicia M. André
Società | Posizione | Fine |
---|---|---|
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name into Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First–Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVB Wealth offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Gestore di Portafoglio-Azioni | 01/05/2015 |
Banyan Partners LLC
Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans. | Gestore di Portafoglio-Azioni | 01/11/2014 |
Silver Bridge Capital Management LLC
Silver Bridge Capital Management LLC Investment ManagersFinance Founded in 1988, Silver Bridge Capital Management LLC, formerly Hale & Dorr Capital Management, is a registered investment advisor firm located in Boston. They are a subsidiary of Banyan Partners LLC. | Gestore di Portafoglio-Azioni | 04/02/2014 |
Mellon Trust of New England, NA
Mellon Trust of New England, NA Major BanksFinance Mellon Trust of New England NA operates as a commercial bank. It manages accounts for pension and profit sharing plans, charitable organizations, corporations and state or municipal government entities. The company was founded in 1867 and is headquartered in Boston, MA. | Gestore di Portafoglio-Azioni | 31/12/1992 |
Formazione di Alicia M. André
Rochester Institute of Technology | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 4 |
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Silver Bridge Capital Management LLC
Silver Bridge Capital Management LLC Investment ManagersFinance Founded in 1988, Silver Bridge Capital Management LLC, formerly Hale & Dorr Capital Management, is a registered investment advisor firm located in Boston. They are a subsidiary of Banyan Partners LLC. | Finance |
Mellon Trust of New England, NA
Mellon Trust of New England, NA Major BanksFinance Mellon Trust of New England NA operates as a commercial bank. It manages accounts for pension and profit sharing plans, charitable organizations, corporations and state or municipal government entities. The company was founded in 1867 and is headquartered in Boston, MA. | Finance |
Banyan Partners LLC
Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans. | Finance |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name into Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First–Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVB Wealth offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Finance |
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