Damon Coyne Barglow

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Finance

Consumer Services

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Mr. Damon C.
Barglow, CFA, is a Senior Vice President & Senior Portfolio Manager at Cambridge Trust Co. Mr. Barglow has prior work experience at Rockland Trust, Eastern Bank, Middleton & Co., Vector Securities, ShoreBank Corporation He received his undergraduate degree from the University of Wisconsin and a graduate degree from Northwestern University.
He is a Chartered Financial Analyst charterholder, and a member of the Boston Estate Planning Council and CFA Society Boston, Inc.

Precedenti posizioni note di Damon Coyne Barglow

Società	Posizione	Fine
Cambridge Trust Co. (Investment Management) Cambridge Trust Co. (Investment Management) Investment ManagersFinance Cambridge Trust-IM is an active asset manager that provides comprehensive approach to asset allocation helps generate attractive risk-adjusted returns over the long term while capitalizing on short- to mid-term opportunities by overweighting/underweighting individual securities, industry sectors or geographic regions. Clients benefit from flexible and objective approach to portfolio construction and global diversification with access to a broad range of investment strategies across a variety of combinations of individual securities, specialized mutual funds and sector ETFs.	Gestore di Portafoglio-Azioni	01/07/2022
CAMB BANCORP	Corporate Officer/Principal	-
Rockland Trust Co. Rockland Trust Co. Investment ManagersFinance Rockland Trust aims to protect and build client’s wealth by focusing on minimizing downside risk through broad diversification. To strike the proper investment balance, the firm builds a foundation of core equity, core fixed-income and diversified fixed-income and equity assets, each serving a distinct purpose within client’s portfolio. They focus on asset managers who take a long-term view and minimize expenses while exhibiting a consistent risk-adjusted return profile.	Analyst-Equity	-
Vector Securities LLC Vector Securities LLC Investment Banks/BrokersFinance Provides investment banking services	Corporate Officer/Principal	-
Middleton & Co., Inc. Middleton & Co., Inc. Investment ManagersFinance Middleton & Co. actively manages the asset allocation process. The firm establishes appropriate target ranges for the major asset classes within a portfolio based on each client's requirements for income, liquidity, capital appreciation, taxes and risk tolerance. Relative valuations among asset classes and forward-looking analysis are used to determine where, within the target range, the allocation should be set. Portfolios are adjusted as valuations change between asset classes.	Corporate Officer/Principal	-

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Aziende private	8
Middleton & Co., Inc. Middleton & Co., Inc. Investment ManagersFinance Middleton & Co. actively manages the asset allocation process. The firm establishes appropriate target ranges for the major asset classes within a portfolio based on each client's requirements for income, liquidity, capital appreciation, taxes and risk tolerance. Relative valuations among asset classes and forward-looking analysis are used to determine where, within the target range, the allocation should be set. Portfolios are adjusted as valuations change between asset classes.	Finance
Rockland Trust Co. Rockland Trust Co. Investment ManagersFinance Rockland Trust aims to protect and build client’s wealth by focusing on minimizing downside risk through broad diversification. To strike the proper investment balance, the firm builds a foundation of core equity, core fixed-income and diversified fixed-income and equity assets, each serving a distinct purpose within client’s portfolio. They focus on asset managers who take a long-term view and minimize expenses while exhibiting a consistent risk-adjusted return profile.	Finance
Eastern Bank (Investment Management) Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank-IM focuses on managing risk, not chasing returns. They start with strategic and tactical asset allocation and mix individual stocks and bonds with mutual funds and ETFs. The specific investment strategies they use are tailored for each individual client's objectives and risk profile.	Finance
Cambridge Bancorp Cambridge Bancorp Regional BanksFinance Operates as a bank holding company whose subsidiary provides banking services	Finance
Vector Securities LLC Vector Securities LLC Investment Banks/BrokersFinance Provides investment banking services	Finance
Northwestern University Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Wisconsin University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Cambridge Trust Co. (Investment Management) Cambridge Trust Co. (Investment Management) Investment ManagersFinance Cambridge Trust-IM is an active asset manager that provides comprehensive approach to asset allocation helps generate attractive risk-adjusted returns over the long term while capitalizing on short- to mid-term opportunities by overweighting/underweighting individual securities, industry sectors or geographic regions. Clients benefit from flexible and objective approach to portfolio construction and global diversification with access to a broad range of investment strategies across a variety of combinations of individual securities, specialized mutual funds and sector ETFs.	Finance