Jess Welch
Gestore di Portafoglio-Azioni presso Choate Investment Advisors LLC
Posizioni attive di Jess Welch
Società | Posizione | Inizio | Fine |
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Choate Investment Advisors LLC
Choate Investment Advisors LLC Investment ManagersFinance Founded in 1997, Choate Investment Advisors LLC is a registered investment advisor located in Boston. The firm is a subsidiary of Choate, Hall & Stewart LLP. They provide comprehensive, integrated wealth management services primarily to high net-worth individuals. | Gestore di Portafoglio-Azioni | 01/11/2023 | - |
Storia della carriera di Jess Welch
Precedenti posizioni note di Jess Welch
Società | Posizione | Inizio | Fine |
---|---|---|---|
Lowell Blake & Associates, Inc.
Lowell Blake & Associates, Inc. Investment ManagersFinance Lowell Blake & Associates, Inc. (LBA) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Jim and Susan Lowell in 1974. LBA provides advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, business entities and limited liability companies. | Corporate Officer/Principal | 01/09/2017 | 01/11/2023 |
NorthStar Asset Management, Inc.
NorthStar Asset Management, Inc. Investment ManagersFinance NorthStar Asset Management, Inc. (NorthStar) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Julie N.W. Goodridge in 1990. They manage assets for individuals, families, trusts, and not-for-profit organizations who are interested in socially responsible investing. NorthStar is a signatory to the UN Principles of Responsible Investment (UNPRI), member of the Shareholder Rights Group, US SIF: The Forum for Sustainable and Responsible Investment, and Confluence Philanthropy. | Corporate Officer/Principal | 01/01/2001 | 01/01/2005 |
Formazione di Jess Welch
University of Vermont | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 5 |
Posizioni
Corporate Officer/Principal | 2 |
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Settori
Finance | 4 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 3 |
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Choate Investment Advisors LLC
Choate Investment Advisors LLC Investment ManagersFinance Founded in 1997, Choate Investment Advisors LLC is a registered investment advisor located in Boston. The firm is a subsidiary of Choate, Hall & Stewart LLP. They provide comprehensive, integrated wealth management services primarily to high net-worth individuals. | Finance |
Lowell Blake & Associates, Inc.
Lowell Blake & Associates, Inc. Investment ManagersFinance Lowell Blake & Associates, Inc. (LBA) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Jim and Susan Lowell in 1974. LBA provides advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, business entities and limited liability companies. | Finance |
NorthStar Asset Management, Inc.
NorthStar Asset Management, Inc. Investment ManagersFinance NorthStar Asset Management, Inc. (NorthStar) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Julie N.W. Goodridge in 1990. They manage assets for individuals, families, trusts, and not-for-profit organizations who are interested in socially responsible investing. NorthStar is a signatory to the UN Principles of Responsible Investment (UNPRI), member of the Shareholder Rights Group, US SIF: The Forum for Sustainable and Responsible Investment, and Confluence Philanthropy. | Finance |
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