Jon Phillips
Gestore di Portafoglio-Azioni presso Penobscot Investment Management Co., Inc.
Profilo
Mr. Jonathan R.
Phillips is a Principal at Penobscot Investment Management Co., Inc. He has over 50 years of experience managing portfolios for individual clients, charitable organizations and multi-generational trusts.
He joined Penobscot after 25 years with Fiduciary Trust Company in Boston, where he served as both a Vice President and a member of the company’s Board of Directors.
His extensive experience includes many years working with estate planning attorneys throughout New England, as well as numerous positions on local civic and charitable boards.
He received his undergraduate degree from Brown University.
Posizioni attive di Jon Phillips
| Società | Posizione | Inizio |
|---|---|---|
Penobscot Investment Management Co., Inc.
 Penobscot Investment Management Co., Inc. Investment ManagersFinance Founded in 1988, Penobscot Investment Management Co., Inc. is a registered investment advisor located in Boston, Massachusetts. The firm provides investment management services to individuals, families, trusts, retirement plans and nonprofit organizations. | Gestore di Portafoglio-Azioni | 01/07/2002 |
Precedenti posizioni note di Jon Phillips
| Società | Posizione | Fine |
|---|---|---|
| Rotch Travelling Scholarship, Inc. | Presidente | - |
Fiduciary Trust Co.
 Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions. | Direttore/Membro del Consiglio | - |
Formazione di Jon Phillips
| Brown University | 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 | 3 |
|---|---|
Fiduciary Trust Co.
Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions. | Finance |
Penobscot Investment Management Co., Inc.
Penobscot Investment Management Co., Inc. Investment ManagersFinance Founded in 1988, Penobscot Investment Management Co., Inc. is a registered investment advisor located in Boston, Massachusetts. The firm provides investment management services to individuals, families, trusts, retirement plans and nonprofit organizations. | Finance |
| Rotch Travelling Scholarship, Inc. |
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