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Greer Candler
Gestore di Portafoglio-Azioni presso The Boston Family Office LLC
Profilo
Ms. Elizabeth G.
Candler, CFA, is a Partner & Portfolio Manager at The Boston Family Office LLC.
She joined the firm in 2010.
She currently serves as a Governor at Gore Place, as a member of the Governance Committee of Historic New England, as a member of the Trinity College National Alumni Executive Committee and is a member of the Beacon Hill Circle of Charity.
Previously, Ms. Candler was a partner and portfolio manager with Norris, Perné, and French in Grand Rapids, Michigan.
Prior to that, she was a Vice President and portfolio manager at Old Kent Bank, also in Grand Rapids, and a trader at Detroit Bank and Trust.
Ms. Candler graduated from Trinity College in 1976 with a BA in Economics.
She earned her CFA Charter in 1986.
Posizioni attive di Greer Candler
Società | Posizione | Inizio |
---|---|---|
The Boston Family Office LLC
![]() The Boston Family Office LLC Investment ManagersFinance The Boston Family Office LLC (BFO) is a privately-owned family office and SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1996 by George Beal and George Putnam III. BFO provides personalized investment advisory services primarily to individuals, family groups, trusts and charitable organizations. In certain situations, they may advise estates and pension plans. | Gestore di Portafoglio-Azioni | 01/01/2010 |
Precedenti posizioni note di Greer Candler
Società | Posizione | Fine |
---|---|---|
Norris, Perne & French LLP
![]() Norris, Perne & French LLP Investment ManagersFinance Norris, Perne & French LLP (NPF) is a private wealth management firm and registered investment advisor headquartered in Grand Rapids, Michigan. The firm was founded in 1933 by Abbott Norris, Ford Perné & Charles French. NPF provides advisory services to individuals, banks, foundations, endowments, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities, school districts and state or municipal governments. | Analista-Rendimento Fisso | 01/06/2008 |
Comerica Bank (Investment Management Texas)
![]() Comerica Bank (Investment Management Texas) Investment ManagersFinance Comerica Bank (Investment Management Texas) (Comerica-IM) is the asset management arm of Comerica Bank, which is owned by Comerica, Inc. (NYSE: CMA), a financial services company headquartered in Dallas, Texas. The firm was founded in 1849 by Elon Farnsworth. Comerica-IM manages assets for high net-worth individual investors, foundations, endowments and institutional investors. The firm also provides asset allocation guidelines and investment research for Comerica Securities, their brokerage affiliate. | Corporate Officer/Principal | 31/12/2000 |
Old Kent Bank (Grand Rapids, Michigan) | Portfolio Manager-Fixed Income | 31/12/2000 |
Formazione di Greer Candler
Trinity College (Connecticut) | 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 | 4 |
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Norris, Perne & French LLP
![]() Norris, Perne & French LLP Investment ManagersFinance Norris, Perne & French LLP (NPF) is a private wealth management firm and registered investment advisor headquartered in Grand Rapids, Michigan. The firm was founded in 1933 by Abbott Norris, Ford Perné & Charles French. NPF provides advisory services to individuals, banks, foundations, endowments, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities, school districts and state or municipal governments. | Finance |
Comerica Bank (Investment Management Texas)
![]() Comerica Bank (Investment Management Texas) Investment ManagersFinance Comerica Bank (Investment Management Texas) (Comerica-IM) is the asset management arm of Comerica Bank, which is owned by Comerica, Inc. (NYSE: CMA), a financial services company headquartered in Dallas, Texas. The firm was founded in 1849 by Elon Farnsworth. Comerica-IM manages assets for high net-worth individual investors, foundations, endowments and institutional investors. The firm also provides asset allocation guidelines and investment research for Comerica Securities, their brokerage affiliate. | Finance |
Old Kent Bank (Grand Rapids, Michigan) | Finance |
The Boston Family Office LLC
![]() The Boston Family Office LLC Investment ManagersFinance The Boston Family Office LLC (BFO) is a privately-owned family office and SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1996 by George Beal and George Putnam III. BFO provides personalized investment advisory services primarily to individuals, family groups, trusts and charitable organizations. In certain situations, they may advise estates and pension plans. | Finance |
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