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Eric Eaton
Analyst-Equity presso Knights of Columbus Asset Advisors LLC
Posizioni attive di Eric Eaton
Società | Posizione | Inizio | Fine |
---|---|---|---|
Knights of Columbus Asset Advisors LLC
![]() Knights of Columbus Asset Advisors LLC Investment ManagersFinance Knights of Columbus Asset Advisors LLC (KoCAA) is a registered investment advisor headquartered in New Haven, Connecticut. The firm was founded in 1882 by Blessed Father Michael J. McGivney on the principles of charity, unity and fraternity. They are a wholly-owned subsidiary of Knights of Columbus Asset Advisors Holdco LLC, which is in turn owned by Knights of Columbus, Inc. KoCAA offers a suite of faith-based investment solutions specifically designed for Catholic institutions, such as dioceses, church organizations, endowments, foundations, universities and hospitals. The firm is responsible for the day-to-day management of a proprietary account, the Knights of Columbus’ General Account investment portfolio. | Analyst-Equity | 01/10/2019 | - |
Gestore di Portafoglio-Azioni | 01/10/2019 | - |
Storia della carriera di Eric Eaton
Precedenti posizioni note di Eric Eaton
Società | Posizione | Inizio | Fine |
---|---|---|---|
Boston Advisors LLC
![]() Boston Advisors LLC Investment ManagersFinance Founded in 1982, Boston Advisors LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of Birdsong Capital LLC. They provide discretionary portfolio management services to individual and institutional clients. | Analyst-Equity | 01/01/2016 | 01/09/2019 |
Gestore di Portafoglio-Azioni | 01/01/2016 | 01/09/2019 | |
Sullivan Bille PC
![]() Sullivan Bille PC Miscellaneous Commercial ServicesCommercial Services Sullivan Bille PC provides accounting and auditing services. Its services include tax, estate, and trust tax , retirement planning, business entity selection, and IRS representation. The company was founded in 1972 and is headquartered in Tewksbury, MA. | Corporate Officer/Principal | 01/01/2010 | - |
Wells Fargo Bank NA
![]() Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Corporate Officer/Principal | 01/11/2005 | - |
Boston Advisors LLC
![]() Boston Advisors LLC Investment ManagersFinance Founded in 1982, Boston Advisors LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of Birdsong Capital LLC. They provide discretionary portfolio management services to individual and institutional clients. | Analyst-Equity | 01/08/2011 | - |
Formazione di Eric Eaton
Bentley University | Graduate Degree |
Gordon College | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 7 |
Posizioni
Analyst-Equity | 3 |
Corporate Officer/Principal | 2 |
Portfolio Manager-Equities | 2 |
Settori
Finance | 4 |
Consumer Services | 3 |
Commercial Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 4 |
---|---|
Boston Advisors LLC
![]() Boston Advisors LLC Investment ManagersFinance Founded in 1982, Boston Advisors LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of Birdsong Capital LLC. They provide discretionary portfolio management services to individual and institutional clients. | Finance |
Wells Fargo Bank NA
![]() Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Finance |
Sullivan Bille PC
![]() Sullivan Bille PC Miscellaneous Commercial ServicesCommercial Services Sullivan Bille PC provides accounting and auditing services. Its services include tax, estate, and trust tax , retirement planning, business entity selection, and IRS representation. The company was founded in 1972 and is headquartered in Tewksbury, MA. | Commercial Services |
Knights of Columbus Asset Advisors LLC
![]() Knights of Columbus Asset Advisors LLC Investment ManagersFinance Knights of Columbus Asset Advisors LLC (KoCAA) is a registered investment advisor headquartered in New Haven, Connecticut. The firm was founded in 1882 by Blessed Father Michael J. McGivney on the principles of charity, unity and fraternity. They are a wholly-owned subsidiary of Knights of Columbus Asset Advisors Holdco LLC, which is in turn owned by Knights of Columbus, Inc. KoCAA offers a suite of faith-based investment solutions specifically designed for Catholic institutions, such as dioceses, church organizations, endowments, foundations, universities and hospitals. The firm is responsible for the day-to-day management of a proprietary account, the Knights of Columbus’ General Account investment portfolio. | Finance |
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