Jason Edgar
Corporate Officer/Principal presso BAR HARBOR BANKSHARES
Patrimonio netto: 427 045 $ in data 31/05/2024
Profilo
Jason Edgar is currently the President-Wealth at Bar Harbor Bankshares and the President at Bar Harbor Wealth Management.
Previously, he worked as the Director of Wealth Management at Berkshire Bank (Private Banking) from 2016 to 2019.
Prior to that, he was a Vice President at Santander Investment Securities, Inc. from 2006 to 2009.
From 2009 to 2014, he served as a Senior Portfolio Manager at Enterprise Bank & Trust Co. (Investment Management).
Mr. Edgar obtained his undergraduate degree from the University of Connecticut in 1998.
Partecipazioni note in società pubbliche
Società | Data | Numero di azioni | Valorizzazione | Data di valutazione |
---|---|---|---|---|
23/04/2024 | 16 256 ( 0.11% ) | 427 045 $ | 31/05/2024 |
Posizioni attive di Jason Edgar
Società | Posizione | Inizio |
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BAR HARBOR BANKSHARES | Corporate Officer/Principal | 01/06/2019 |
Bar Harbor Wealth Management
Bar Harbor Wealth Management Investment ManagersFinance Bar Harbor Wealth Management (Bar Harbor) is an investment management firm headquartered in Concord, New Hampshire. The firm was founded in 1984 as Charter Trust Co. and changed their name to Bar Harbor Wealth Management in 2022. They are a subsidiary of Bar Harbor Bank & Trust, which is owned by Bar Harbor Bankshares (NYSEAMERICAN: BHB). Bar Harbor provides trust services, investment management, estate planning, and financial advisory services for individuals, businesses, nonprofit organizations, and municipal clients throughout Northern New England. | Presidente | 01/06/2019 |
Precedenti posizioni note di Jason Edgar
Società | Posizione | Fine |
---|---|---|
Berkshire Bank (Private Banking)
Berkshire Bank (Private Banking) Investment ManagersFinance Berkshire Bank (Private Banking) (Berkshire Bank-PB) is the private banking division of Berkshire Bank, itself a subsidiary of Berkshire Hills Bancorp, Inc. (NYSE: BHLB). The firm is headquartered in Pittsfield, Massachusetts with offices in Connecticut, Vermont, Pennsylvania, New York, New Jersey and Rhode Island. Founded in 1846, Berkshire Bank-PB provides various private banking solutions to wealthy clients. | Corporate Officer/Principal | 01/06/2019 |
Enterprise Bank & Trust Co. (Investment Management)
Enterprise Bank & Trust Co. (Investment Management) Investment ManagersFinance Enterprise Bank & Trust Co. (Investment Management) (EB&T-IM) is the investment management division of Enterprise Bank & Trust Co., a financial services company headquartered in Lowell, Massachusetts. The firm is owned by Enterprise Bancorp, Inc. (NASDAQ: EBTC). EB&T-IM provides comprehensive wealth management, including investment management, financial planning, trust and advisory services to individual and institutional clients. | Corporate Officer/Principal | 01/08/2014 |
Santander Investment Securities, Inc.
Santander Investment Securities, Inc. Investment Banks/BrokersFinance Santander Investment Securities, Inc. is an SEC-registered broker/dealer located in New York City. The firm was formerly known as Santander Central Hispano Investment Securities. They are a subsidiary of Santander Investment I SA and their ultimate parent is Banco Santander (NYSE: SAN). Santander Investment Securities offers a full array of investment services with a particular focus on Latin American companies in various sectors. | Corporate Officer/Principal | 01/08/2009 |
Formazione di Jason Edgar
University of 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
Società quotate in Borsa | 1 |
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BAR HARBOR BANKSHARES | Finance |
Aziende private | 4 |
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Bar Harbor Wealth Management
Bar Harbor Wealth Management Investment ManagersFinance Bar Harbor Wealth Management (Bar Harbor) is an investment management firm headquartered in Concord, New Hampshire. The firm was founded in 1984 as Charter Trust Co. and changed their name to Bar Harbor Wealth Management in 2022. They are a subsidiary of Bar Harbor Bank & Trust, which is owned by Bar Harbor Bankshares (NYSEAMERICAN: BHB). Bar Harbor provides trust services, investment management, estate planning, and financial advisory services for individuals, businesses, nonprofit organizations, and municipal clients throughout Northern New England. | Finance |
Santander Investment Securities, Inc.
Santander Investment Securities, Inc. Investment Banks/BrokersFinance Santander Investment Securities, Inc. is an SEC-registered broker/dealer located in New York City. The firm was formerly known as Santander Central Hispano Investment Securities. They are a subsidiary of Santander Investment I SA and their ultimate parent is Banco Santander (NYSE: SAN). Santander Investment Securities offers a full array of investment services with a particular focus on Latin American companies in various sectors. | Finance |
Berkshire Bank (Private Banking)
Berkshire Bank (Private Banking) Investment ManagersFinance Berkshire Bank (Private Banking) (Berkshire Bank-PB) is the private banking division of Berkshire Bank, itself a subsidiary of Berkshire Hills Bancorp, Inc. (NYSE: BHLB). The firm is headquartered in Pittsfield, Massachusetts with offices in Connecticut, Vermont, Pennsylvania, New York, New Jersey and Rhode Island. Founded in 1846, Berkshire Bank-PB provides various private banking solutions to wealthy clients. | Finance |
Enterprise Bank & Trust Co. (Investment Management)
Enterprise Bank & Trust Co. (Investment Management) Investment ManagersFinance Enterprise Bank & Trust Co. (Investment Management) (EB&T-IM) is the investment management division of Enterprise Bank & Trust Co., a financial services company headquartered in Lowell, Massachusetts. The firm is owned by Enterprise Bancorp, Inc. (NASDAQ: EBTC). EB&T-IM provides comprehensive wealth management, including investment management, financial planning, trust and advisory services to individual and institutional clients. | Finance |
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