George Rooks
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Profilo
George Rooks is the founder of Heritage Capital Management, Inc. He worked as a Senior Equity Strategist & Portfolio Manager at Reynders, McVeigh Capital Management LLC from 2010 to 2023.
Prior to that, he held positions as a Director at Trillium Asset Management LLC, Marland Mold, Inc., and Fleet National Bank.
Rooks earned an MBA from The Trustees of Columbia University in The City of New York and an undergraduate degree from Bowdoin College.
Precedenti posizioni note di George Rooks
| Società | Posizione | Fine |
|---|---|---|
Reynders, McVeigh Capital Management LLC
 Reynders, McVeigh Capital Management LLC Investment ManagersFinance Reynders, McVeigh Capital Management LLC (RM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Charlton “Chat” Reynders III and Patrick McVeigh in 2005. RM offers discretionary investment management services to separately managed accounts and acts as investment adviser to the Reynders, McVeigh Core Equity Fund, a mutual fund series of the Capitol Series Trust, a registered open-end management investment company. | Gestore di Portafoglio-Azioni | 17/10/2023 |
| Marland Mold, Inc. | Corporate Officer/Principal | - |
| Fleet National Bank (Providence, Rhode Island) | Corporate Officer/Principal | - |
Heritage Capital Management, Inc.
 Heritage Capital Management, Inc. Investment ManagersFinance Founded in 1981 by George Rooks, Heritage Capital Management, Inc. is a registered investment advisor located in Boston. The firm is a wholly-owned subsidiary of Wainwright Bank & Trust Co. (NYSE: WAIN). They offer separately managed accounts for individuals, families, trusts, corporations, endowments and retirement plans. | Fondatore | 31/10/2010 |
Trillium Asset Management LLC
 Trillium Asset Management LLC Investment ManagersFinance Trillium Asset Management LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Joan Bavaria in 1982 as Franklin Research & Development Co. Trillium Asset Management manages equity, fixed income, and balanced separate accounts for individuals, foundations, endowments, religious institutions and other non-profit and for-profit institutional clients. | Membro del Comitato di Investimento | 30/09/2010 |
Formazione di George Rooks
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
| Bowdoin College | Undergraduate Degree |
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 | 5 |
|---|---|
Heritage Capital Management, Inc.
Heritage Capital Management, Inc. Investment ManagersFinance Founded in 1981 by George Rooks, Heritage Capital Management, Inc. is a registered investment advisor located in Boston. The firm is a wholly-owned subsidiary of Wainwright Bank & Trust Co. (NYSE: WAIN). They offer separately managed accounts for individuals, families, trusts, corporations, endowments and retirement plans. | Finance |
Trillium Asset Management LLC
Trillium Asset Management LLC Investment ManagersFinance Trillium Asset Management LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Joan Bavaria in 1982 as Franklin Research & Development Co. Trillium Asset Management manages equity, fixed income, and balanced separate accounts for individuals, foundations, endowments, religious institutions and other non-profit and for-profit institutional clients. | Finance |
| Fleet National Bank (Providence, Rhode Island) | Finance |
Reynders, McVeigh Capital Management LLC
Reynders, McVeigh Capital Management LLC Investment ManagersFinance Reynders, McVeigh Capital Management LLC (RM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Charlton “Chat” Reynders III and Patrick McVeigh in 2005. RM offers discretionary investment management services to separately managed accounts and acts as investment adviser to the Reynders, McVeigh Core Equity Fund, a mutual fund series of the Capitol Series Trust, a registered open-end management investment company. | Finance |
| Marland Mold, Inc. | Producer Manufacturing |
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