Ben Garfield
Gestore di Portafoglio-Azioni presso Welch & Forbes LLC
Profilo
Mr. Benjamin L.
Garfield, CFA MBA, is a Portfolio Manager at Welch & Forbes LLC.
He has 22 years of experience in the investment management industry.
Prior to joining Welch & Forbes in 2020, he was a Managing Director at Charles Schwab Investment Advisory, Inc. (CSIA).
He served as a Client Portfolio Manager for the ThomasPartners Strategies and as a member of the ThomasPartners Portfolio Management Team.
He joined ThomasPartners in 2007 prior to the merger of that firm with CSIA in 2018.
Prior to ThomasPartners, he was a Portfolio Manager at State Street Global Advisors, from 1998 to 2003, when his division was acquired by U.S.
Trust (UST).
From 2003 until 2007, he was a VP and member of a team responsible for the oversight and management of the UST New England division fixed income assets.
Mr. Garfield earned a Bachelor's degree from Saint Lawrence University and an MBA from the F.W.
Olin Graduate School of Business at Babson College.
He is a CFA charterholder.
Posizioni attive di Ben Garfield
Società | Posizione | Inizio |
---|---|---|
Welch & Forbes LLC
Welch & Forbes LLC Investment ManagersFinance Welch & Forbes LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Edward Sohier and Charles Welch in 1838. They are a subsidiary of AMG WF Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). Welch & Forbes provides investment advice primarily to individuals and trusts. Their clients also include pension and profit-sharing plans, estates, charitable organizations, corporations and other business entities. | Gestore di Portafoglio-Azioni | 01/01/2020 |
Precedenti posizioni note di Ben Garfield
Società | Posizione | Fine |
---|---|---|
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Corporate Officer/Principal | 31/12/2006 |
State Street Global Advisors
State Street Global Advisors Investment ManagersFinance State Street Global Advisors (State Street Global Advisors) is a private equity subsidiary of State Street Corp. founded in 1978. The firm is headquartered in Boston, Massachusetts. | Corporate Officer/Principal | 31/12/2003 |
Formazione di Ben Garfield
St. Lawrence University | Undergraduate Degree |
Babson College | 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 | 3 |
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State Street Global Advisors
State Street Global Advisors Investment ManagersFinance State Street Global Advisors (State Street Global Advisors) is a private equity subsidiary of State Street Corp. founded in 1978. The firm is headquartered in Boston, Massachusetts. | Finance |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
Welch & Forbes LLC
Welch & Forbes LLC Investment ManagersFinance Welch & Forbes LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Edward Sohier and Charles Welch in 1838. They are a subsidiary of AMG WF Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). Welch & Forbes provides investment advice primarily to individuals and trusts. Their clients also include pension and profit-sharing plans, estates, charitable organizations, corporations and other business entities. | Finance |
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