Dan Mello

Gestore di Portafoglio-Azioni presso Boston Financial Management LLC

Finance

Profilo

Daniel J.
Mello is currently working as an Associate Wealth Manager at Boston Financial Management LLC since 2022.
Prior to this, he worked as a Portfolio Manager at Nixon Peabody Trust Co. LLC from 2010 to 2022.

Posizioni attive di Dan Mello

Società	Posizione	Inizio
Boston Financial Management LLC Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations.	Gestore di Portafoglio-Azioni	01/12/2022

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Precedenti posizioni note di Dan Mello

Società	Posizione	Fine
Nixon Peabody Trust Co. LLC Nixon Peabody Trust Co. LLC Investment ManagersFinance Nixon Peabody Trust Co. LLC (NPT) is an investment adviser headquartered in Boston, Massachusetts. They are a direct subsidiary of Nixon Peabody LLP. Formerly known as Watch Point Trust Co. LLC, the firm was founded by Charles Gaziano. NPT provides wealth management, financial and investment planning and fiduciary services to individuals and families.	Trading-Equity	01/12/2022

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Società collegate

Aziende private	2
Boston Financial Management LLC Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations.	Finance
Nixon Peabody Trust Co. LLC Nixon Peabody Trust Co. LLC Investment ManagersFinance Nixon Peabody Trust Co. LLC (NPT) is an investment adviser headquartered in Boston, Massachusetts. They are a direct subsidiary of Nixon Peabody LLP. Formerly known as Watch Point Trust Co. LLC, the firm was founded by Charles Gaziano. NPT provides wealth management, financial and investment planning and fiduciary services to individuals and families.	Finance