Joel Traver Underwood
Direttore degli Investimenti presso Ledyard National Bank (Investment Management)
Profilo
Mr. Joel T.
Underwood is a Senior Vice President & Senior Portfolio Manager at Ledyard National Bank.
He joined Ledyard in 2005 initially in the capacity of portfolio manager, equity analyst and investment strategist.
He became Ledyard's Chief Investment Strategist in 2007 and served in this capacity for twelve years.
During this period, he was responsible for the overall investment function including strategic and tactical asset allocation and security selection.
He works with clients to help them meet their financial objectives and continues to provide insight to the investment team.
He has over 40 years' experience in the investment management industry.
Prior to joining Ledyard, he managed portfolios with E.F.
Hutton and Fraser Management in Burlington, Vermont, Fleet Investment Advisors and Bank of America, where he was responsible for both private bank investment portfolios and institutional endowments.
He holds a B.A.
in Economics from Middlebury College.
He is a member of the CFA institute and the CFA Society Boston.
Posizioni attive di Joel Traver Underwood
| Società | Posizione | Inizio |
|---|---|---|
Ledyard National Bank (Investment Management)
 Ledyard National Bank (Investment Management) Investment ManagersFinance Ledyard National Bank (Investment Management) (dba Ledyard Financial Advisors) is the Investment and Trust Services division of Ledyard National Bank, a community bank headquartered in Hanover, New Hampshire. The firm was founded in 1994 to provide outstanding investment management, trust and custody services. They are a subsidiary of Ledyard Financial Group, Inc. (OTCMKTS: LFGP). Ledyard Financial Advisors provides integrated investment, tax, banking and wealth management services to affluent individuals, families and institutions throughout the Upper Valley, Lake Sunapee and Concord Regions. | Direttore degli Investimenti | 01/03/2005 |
Formazione di Joel Traver Underwood
| Middlebury 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 | 1 |
|---|---|
Ledyard National Bank (Investment Management)
Ledyard National Bank (Investment Management) Investment ManagersFinance Ledyard National Bank (Investment Management) (dba Ledyard Financial Advisors) is the Investment and Trust Services division of Ledyard National Bank, a community bank headquartered in Hanover, New Hampshire. The firm was founded in 1994 to provide outstanding investment management, trust and custody services. They are a subsidiary of Ledyard Financial Group, Inc. (OTCMKTS: LFGP). Ledyard Financial Advisors provides integrated investment, tax, banking and wealth management services to affluent individuals, families and institutions throughout the Upper Valley, Lake Sunapee and Concord Regions. | Finance |
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