Susan S. Mooney
Direttore degli Investimenti presso Prio Wealth LP
Relazioni attive
| Nome | Sesso | Età | Società collegate | Collaborazione |
|---|---|---|---|---|
| Nick Elfner | M | - |
Breckinridge Capital Advisors, Inc.
 Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge Capital Management, Inc. (Breckinridge) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Diego, California. The firm was founded in 1993 by Peter Coffin. Breckinridge provides investment-grade fixed income portfolio management services for high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices.
The Boston Security Analysts Society, Inc.
| 15 anni |
| Paul D. Stringer | M | - |
Prio Wealth LP
 Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | 7 anni |
| David G. Swallow | M | - |
Prio Wealth LP
Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | 6 anni |
| Adam Stern | M | - |
Breckinridge Capital Advisors, Inc.
Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge Capital Management, Inc. (Breckinridge) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Diego, California. The firm was founded in 1993 by Peter Coffin. Breckinridge provides investment-grade fixed income portfolio management services for high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. | 15 anni |
| Sara Elizabeth Chanda | F | 54 |
Breckinridge Capital Advisors, Inc.
Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge Capital Management, Inc. (Breckinridge) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Diego, California. The firm was founded in 1993 by Peter Coffin. Breckinridge provides investment-grade fixed income portfolio management services for high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. | 14 anni |
| Jeff Glenn | M | - |
Breckinridge Capital Advisors, Inc.
Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge Capital Management, Inc. (Breckinridge) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Diego, California. The firm was founded in 1993 by Peter Coffin. Breckinridge provides investment-grade fixed income portfolio management services for high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. | 12 anni |
| Kelly Anne Morgan | F | 62 |
Prio Wealth LP
Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | 16 anni |
| Adam Jonathan Maietta | M | - |
Breckinridge Capital Advisors, Inc.
Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge Capital Management, Inc. (Breckinridge) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Diego, California. The firm was founded in 1993 by Peter Coffin. Breckinridge provides investment-grade fixed income portfolio management services for high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. | 13 anni |
| Ben Smelser | M | - |
Breckinridge Capital Advisors, Inc.
Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge Capital Management, Inc. (Breckinridge) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Diego, California. The firm was founded in 1993 by Peter Coffin. Breckinridge provides investment-grade fixed income portfolio management services for high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. | 14 anni |
| Alanna O'Connor Spada | F | - |
Prio Wealth LP
Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | 5 anni |
| Khurram Gillani | M | - |
Breckinridge Capital Advisors, Inc.
Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge Capital Management, Inc. (Breckinridge) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Diego, California. The firm was founded in 1993 by Peter Coffin. Breckinridge provides investment-grade fixed income portfolio management services for high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. | 12 anni |
| Patrick Araujo-Lipine | M | - |
Breckinridge Capital Advisors, Inc.
Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge Capital Management, Inc. (Breckinridge) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Diego, California. The firm was founded in 1993 by Peter Coffin. Breckinridge provides investment-grade fixed income portfolio management services for high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. | 15 anni |
| John Gerard Bratschi | M | 63 |
Prio Wealth LP
Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | 24 anni |
| Michael Bonanno | M | - |
Breckinridge Capital Advisors, Inc.
Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge Capital Management, Inc. (Breckinridge) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Diego, California. The firm was founded in 1993 by Peter Coffin. Breckinridge provides investment-grade fixed income portfolio management services for high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. | 13 anni |
| Jeffrey J. St. Mary | M | 55 |
Prio Wealth LP
Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions.
The Boston Security Analysts Society, Inc.
| 17 anni |
| Steven Richard Meier | M | - |
The Boston Security Analysts Society, Inc.
| - |
| Thomas Mike Middleton | M | - |
The Boston Economic Club, Inc.
 The Boston Economic Club, Inc. Movies/EntertainmentConsumer Services The Boston Economic Club, Inc. is a non-profit organization. It focuses on the economic development of Boston. The company is headquartered in Boston, MA.
The Boston Security Analysts Society, Inc.
| - |
| Steve Gaudette | M | - |
The Boston Security Analysts Society, Inc.
| - |
| Rob Fernandez | M | - |
Breckinridge Capital Advisors, Inc.
Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge Capital Management, Inc. (Breckinridge) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Diego, California. The firm was founded in 1993 by Peter Coffin. Breckinridge provides investment-grade fixed income portfolio management services for high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices.
The Boston Security Analysts Society, Inc.
| 14 anni |
| Norton H. Reamer | M | 89 |
The Boston Security Analysts Society, Inc.
| - |
| Stephen Petersen | M | 68 |
Prio Wealth LP
Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | 11 anni |
| Ji Young Jung | F | 39 |
Breckinridge Capital Advisors, Inc.
Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge Capital Management, Inc. (Breckinridge) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Diego, California. The firm was founded in 1993 by Peter Coffin. Breckinridge provides investment-grade fixed income portfolio management services for high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. | 14 anni |
| David Stephen Lynch | M | - |
The Boston Economic Club, Inc.
The Boston Economic Club, Inc. Movies/EntertainmentConsumer Services The Boston Economic Club, Inc. is a non-profit organization. It focuses on the economic development of Boston. The company is headquartered in Boston, MA. | - |
| Chris Shepler | M | - |
The Boston Security Analysts Society, Inc.
| - |
| Erik Thoresen | M | 52 |
The Boston Security Analysts Society, Inc.
| - |
| Peter Economou | M | - |
The Boston Security Analysts Society, Inc.
| - |
| Matthew Scott Guleserian | M | - |
The Boston Security Analysts Society, Inc.
| - |
| Abi Ingalls | F | - |
Breckinridge Capital Advisors, Inc.
Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge Capital Management, Inc. (Breckinridge) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Diego, California. The firm was founded in 1993 by Peter Coffin. Breckinridge provides investment-grade fixed income portfolio management services for high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. | 15 anni |
| Greg B. Sneddon | M | - |
The Boston Security Analysts Society, Inc.
| - |
| Sandy Sanders | M | 51 |
The Boston Security Analysts Society, Inc.
| - |
| Todd P. Vandam | M | - |
The Boston Security Analysts Society, Inc.
| - |
| Rick Cloutier | M | - |
The Boston Security Analysts Society, Inc.
| - |
| Raj Krishnan | M | 52 |
The Boston Security Analysts Society, Inc.
| - |
| Michael J. Eisenstein | M | - |
The Boston Security Analysts Society, Inc.
| - |
| Walter J. Marullo | M | - |
The Boston Security Analysts Society, Inc.
| - |
| Michael T. Dirstine | M | - |
The Boston Security Analysts Society, Inc.
| - |
| Erich Bobinsky | M | 36 |
The Boston Security Analysts Society, Inc.
| - |
| Anthony Bisegna | M | - |
The Boston Security Analysts Society, Inc.
| - |
| David B. Smith | M | - |
The Boston Security Analysts Society, Inc.
| - |
| Jonathan D. Callahan | M | - |
The Boston Security Analysts Society, Inc.
| - |
| Brent Ciliano | M | - |
The Boston Security Analysts Society, Inc.
| - |
| Peter Charles Sinatra | M | 56 |
The Boston Security Analysts Society, Inc.
| - |
| Recep C. Kendircioglu | M | - |
The Boston Security Analysts Society, Inc.
| - |
| Lisa Emsbo-Mattingly | F | - |
The Boston Economic Club, Inc.
The Boston Economic Club, Inc. Movies/EntertainmentConsumer Services The Boston Economic Club, Inc. is a non-profit organization. It focuses on the economic development of Boston. The company is headquartered in Boston, MA. | - |
| Constance M. Everson | F | - |
The Boston Economic Club, Inc.
The Boston Economic Club, Inc. Movies/EntertainmentConsumer Services The Boston Economic Club, Inc. is a non-profit organization. It focuses on the economic development of Boston. The company is headquartered in Boston, MA. | - |
| Charles Hill | M | - |
The Boston Economic Club, Inc.
The Boston Economic Club, Inc. Movies/EntertainmentConsumer Services The Boston Economic Club, Inc. is a non-profit organization. It focuses on the economic development of Boston. The company is headquartered in Boston, MA. | - |
| Frederick Breimyer | M | - |
The Boston Economic Club, Inc.
The Boston Economic Club, Inc. Movies/EntertainmentConsumer Services The Boston Economic Club, Inc. is a non-profit organization. It focuses on the economic development of Boston. The company is headquartered in Boston, MA. | - |
| Alan P. Cleveland | M | - |
The Boston Security Analysts Society, Inc.
| - |
| Craig Brandon | M | 58 |
The Boston Security Analysts Society, Inc.
| - |
| Rob O'Neil | M | - |
The Boston Security Analysts Society, Inc.
| - |
| Dave B. Fischer | M | 61 |
The Boston Security Analysts Society, Inc.
| - |
| Heydon Traub | M | - |
The Boston Security Analysts Society, Inc.
| - |
| Gary Richard Mikula | M | - |
The Boston Security Analysts Society, Inc.
| - |
| Susan M. Schiff | F | 63 |
The Boston Security Analysts Society, Inc.
| - |
| Cindy Clemson | F | 61 |
The Boston Security Analysts Society, Inc.
| - |
| John B. Park | M | - |
The Boston Security Analysts Society, Inc.
| - |
| Chris White | M | - |
The Boston Security Analysts Society, Inc.
| - |
| Nathan G. Moser | M | - |
The Boston Security Analysts Society, Inc.
| - |
| Charles Jobson | M | 63 |
The Boston Security Analysts Society, Inc.
| - |
| Mike Allison | M | 60 |
The Boston Security Analysts Society, Inc.
| - |
| Bill Moody | M | 82 |
The Boston Security Analysts Society, Inc.
| - |
| Christian Cameron Bertelsen | M | - |
The Boston Security Analysts Society, Inc.
| - |
| Punita Kumar Sinha | M | 62 |
The Boston Security Analysts Society, Inc.
| - |
| Kevin E. Grant | M | 63 |
The Boston Security Analysts Society, Inc.
| - |
| Samuel Kidston | M | 49 |
The Boston Security Analysts Society, Inc.
| - |
| William Tondorf Connolly | M | - |
The Boston Security Analysts Society, Inc.
| - |
| Diane J. Basile | F | - |
The Boston Security Analysts Society, Inc.
| - |
| Craig Scholl | M | - |
The Boston Security Analysts Society, Inc.
| - |
| Amber Lynn Fairbanks | F | - |
The Boston Security Analysts Society, Inc.
| - |
| Peter Campo | M | 52 |
The Boston Security Analysts Society, Inc.
| - |
| Celene Klimas | F | - |
The Boston Security Analysts Society, Inc.
| - |
| Ben Paradise | M | - |
The Boston Security Analysts Society, Inc.
| - |
| William H. Ahern | M | 64 |
The Boston Security Analysts Society, Inc.
| - |
| Christopher Richard Zani | M | - |
The Boston Security Analysts Society, Inc.
| - |
| Eric W. Hayden | M | - |
The Boston Economic Club, Inc.
The Boston Economic Club, Inc. Movies/EntertainmentConsumer Services The Boston Economic Club, Inc. is a non-profit organization. It focuses on the economic development of Boston. The company is headquartered in Boston, MA. | - |
| Alex Lai | M | - |
The Boston Security Analysts Society, Inc.
| - |
| David Byron Smith | M | - |
The Boston Security Analysts Society, Inc.
| - |
| Adam Andrew Weigold | M | 49 |
The Boston Security Analysts Society, Inc.
| - |
| Andrew John Byrne | M | - |
The Boston Security Analysts Society, Inc.
| - |
| Fernando Diaz | M | 55 |
The Boston Security Analysts Society, Inc.
| - |
| Jim Bussone | M | 60 |
The Boston Security Analysts Society, Inc.
| - |
| Gary Mishuris | M | 45 |
The Boston Security Analysts Society, Inc.
| - |
| Michael P. Wands | M | 59 |
The Boston Security Analysts Society, Inc.
| - |
| Steve Peacher | M | - |
The Boston Security Analysts Society, Inc.
| - |
| Geoff S. Oblak | M | - |
The Boston Security Analysts Society, Inc.
| - |
| John Parker Wilkins | M | - |
The Boston Security Analysts Society, Inc.
| - |
| Lori S. Evans | F | - |
The Boston Security Analysts Society, Inc.
| - |
| Punita Kumar Sinha | M | 62 |
The Boston Security Analysts Society, Inc.
| - |
Grafico relazionale
Relazione in diverse aziende
Relazioni precedenti
| Nome | Sesso | Età | Società collegate | Collaborazione |
|---|---|---|---|---|
| Karl Davis | M | - |
Freedom Capital Management LLC
 Freedom Capital Management LLC Investment ManagersFinance Freedom Capital Management (FCM) LLC (formerly Freedom Capital Management Corp.) is a Boston-based adviser that manages portfolios for institutions and high net worth individuals. The firm manages separate growth and value portfolios for individuals and institutions. FCM was founded in 1930 and was formerly a subsidiary of RBC Dain Rauscher, which is subsidiary of the Royal Bank of Canada (NYSE: RY).
RBC Global Asset Management (US), Inc.
 RBC Global Asset Management (US), Inc. Investment ManagersFinance RBC Global Asset Management (US), Inc. (RBC GAM-US), is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1983 and formerly known as Voyageur Asset Management Inc. They are a subsidiary of RBC USA Holdco Corp. and their ultimate parent is Royal Bank of Canada (NYSE, TSE: RY). RBC GAM-US provides portfolio management services to registered mutual funds, private investment funds, trust programs, foreign funds such as UCITS funds, individuals (including high net worth individuals), wrap sponsors and other US and international institutions. | 8 anni |
| Robert G. Holland | M | - |
Freedom Capital Management LLC
Freedom Capital Management LLC Investment ManagersFinance Freedom Capital Management (FCM) LLC (formerly Freedom Capital Management Corp.) is a Boston-based adviser that manages portfolios for institutions and high net worth individuals. The firm manages separate growth and value portfolios for individuals and institutions. FCM was founded in 1930 and was formerly a subsidiary of RBC Dain Rauscher, which is subsidiary of the Royal Bank of Canada (NYSE: RY).
RBC Global Asset Management (US), Inc.
RBC Global Asset Management (US), Inc. Investment ManagersFinance RBC Global Asset Management (US), Inc. (RBC GAM-US), is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1983 and formerly known as Voyageur Asset Management Inc. They are a subsidiary of RBC USA Holdco Corp. and their ultimate parent is Royal Bank of Canada (NYSE, TSE: RY). RBC GAM-US provides portfolio management services to registered mutual funds, private investment funds, trust programs, foreign funds such as UCITS funds, individuals (including high net worth individuals), wrap sponsors and other US and international institutions. | 4 anni |
| Neil Francis Grabowski | M | - |
Breckinridge Capital Advisors, Inc.
Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge Capital Management, Inc. (Breckinridge) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Diego, California. The firm was founded in 1993 by Peter Coffin. Breckinridge provides investment-grade fixed income portfolio management services for high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. | - |
| Kate Kennedy | F | 49 |
Prio Wealth LP
Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | 18 anni |
| Liehar Moy | F | - |
Freedom Capital Management LLC
Freedom Capital Management LLC Investment ManagersFinance Freedom Capital Management (FCM) LLC (formerly Freedom Capital Management Corp.) is a Boston-based adviser that manages portfolios for institutions and high net worth individuals. The firm manages separate growth and value portfolios for individuals and institutions. FCM was founded in 1930 and was formerly a subsidiary of RBC Dain Rauscher, which is subsidiary of the Royal Bank of Canada (NYSE: RY).
RBC Global Asset Management (US), Inc.
RBC Global Asset Management (US), Inc. Investment ManagersFinance RBC Global Asset Management (US), Inc. (RBC GAM-US), is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1983 and formerly known as Voyageur Asset Management Inc. They are a subsidiary of RBC USA Holdco Corp. and their ultimate parent is Royal Bank of Canada (NYSE, TSE: RY). RBC GAM-US provides portfolio management services to registered mutual funds, private investment funds, trust programs, foreign funds such as UCITS funds, individuals (including high net worth individuals), wrap sponsors and other US and international institutions. | 4 anni |
| Raymond W. Depelteau | M | - |
Freedom Capital Management LLC
Freedom Capital Management LLC Investment ManagersFinance Freedom Capital Management (FCM) LLC (formerly Freedom Capital Management Corp.) is a Boston-based adviser that manages portfolios for institutions and high net worth individuals. The firm manages separate growth and value portfolios for individuals and institutions. FCM was founded in 1930 and was formerly a subsidiary of RBC Dain Rauscher, which is subsidiary of the Royal Bank of Canada (NYSE: RY). | 19 anni |
| Sarah Hurley Scranton | F | - |
Freedom Capital Management LLC
Freedom Capital Management LLC Investment ManagersFinance Freedom Capital Management (FCM) LLC (formerly Freedom Capital Management Corp.) is a Boston-based adviser that manages portfolios for institutions and high net worth individuals. The firm manages separate growth and value portfolios for individuals and institutions. FCM was founded in 1930 and was formerly a subsidiary of RBC Dain Rauscher, which is subsidiary of the Royal Bank of Canada (NYSE: RY).
RBC Global Asset Management (US), Inc.
RBC Global Asset Management (US), Inc. Investment ManagersFinance RBC Global Asset Management (US), Inc. (RBC GAM-US), is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1983 and formerly known as Voyageur Asset Management Inc. They are a subsidiary of RBC USA Holdco Corp. and their ultimate parent is Royal Bank of Canada (NYSE, TSE: RY). RBC GAM-US provides portfolio management services to registered mutual funds, private investment funds, trust programs, foreign funds such as UCITS funds, individuals (including high net worth individuals), wrap sponsors and other US and international institutions. | 18 anni |
| Barbara Browning | F | - |
Freedom Capital Management LLC
Freedom Capital Management LLC Investment ManagersFinance Freedom Capital Management (FCM) LLC (formerly Freedom Capital Management Corp.) is a Boston-based adviser that manages portfolios for institutions and high net worth individuals. The firm manages separate growth and value portfolios for individuals and institutions. FCM was founded in 1930 and was formerly a subsidiary of RBC Dain Rauscher, which is subsidiary of the Royal Bank of Canada (NYSE: RY). | - |
| Yolanda Taylor | F | - |
Prio Wealth LP
Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | 4 anni |
| Mark Gross | M | - |
Union College (New York)
| 5 anni |
| Jeffrey S. Berry | M | - |
Breckinridge Capital Advisors, Inc.
Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge Capital Management, Inc. (Breckinridge) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Diego, California. The firm was founded in 1993 by Peter Coffin. Breckinridge provides investment-grade fixed income portfolio management services for high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. | - |
| Andrew Teras | M | - |
Breckinridge Capital Advisors, Inc.
Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge Capital Management, Inc. (Breckinridge) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Diego, California. The firm was founded in 1993 by Peter Coffin. Breckinridge provides investment-grade fixed income portfolio management services for high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. | 10 anni |
Statistiche
| Paese | Relazioni | % del totale |
|---|---|---|
| Stati Uniti | 100 | 100.00% |
Età delle relazioni
Attive
Scorse
Uomo
Donna
Amministratori
Dirigenti
Provenienza delle relazioni
- Borsa valori
- Insiders
- Susan S. Mooney
- Contatti personali
