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Timothy Francis Shanahan
Fondatore presso Compass Capital Corp. (Massachusetts)
Posizioni attive di Timothy Francis Shanahan
Società | Posizione | Inizio | Fine |
---|---|---|---|
Compass Capital Corp. (Massachusetts)
![]() Compass Capital Corp. (Massachusetts) Investment ManagersFinance Compass Capital Corp. is a registered investment advisor headquartered in Braintree, Massachusetts. The firm was founded by Timothy Shanahan in 1984 and is a wholly-owned subsidiary of Compass Holding Group, Inc. Compass Capital provides personalized financial planning and investment management to individuals, pension and profit sharing plans, trusts,-estates, charitable organizations and small businesses. | Direttore degli Investimenti | 01/01/1984 | - |
Responsabile della Conformità | 01/01/1984 | - | |
Fondatore | 01/01/1984 | - | |
Gestore di Portafoglio-Azioni | 01/01/1984 | - | |
Portfolio Manager-Fixed Income | 01/01/1984 | - | |
Presidente | 01/01/1984 | - |
Storia della carriera di Timothy Francis Shanahan
Precedenti posizioni note di Timothy Francis Shanahan
Società | Posizione | Inizio | Fine |
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State Street Bank & Trust Co.
![]() State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Corporate Officer/Principal | 01/01/1991 | 31/12/1993 |
Cavalier Investments LLC
![]() Cavalier Investments LLC Investment ManagersFinance Cavalier Investments LLC (do-business-as Adaptive Investments) is a SEC-registered investment advisor headquartered in Alpharetta, Goergia. The firm was founded by Greg Rutherford in 2015 and is owned by Cavalier16, Inc. Adaptive Investments provides discretionary investment advisory services through open-end mutual funds that focus on capital appreciation, income, downside protection and real return. | Direttore Finanziario/CFO | - | - |
Gestore di Portafoglio-Azioni | - | - | |
Portfolio Manager-Fixed Income | - | - |
Formazione di Timothy Francis Shanahan
Suffolk University Law School | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 5 |
Posizioni
Portfolio Manager-Equities | 2 |
Portfolio Manager-Fixed Income | 2 |
Chief Investment Officer | 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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Compass Capital Corp. (Massachusetts)
![]() Compass Capital Corp. (Massachusetts) Investment ManagersFinance Compass Capital Corp. is a registered investment advisor headquartered in Braintree, Massachusetts. The firm was founded by Timothy Shanahan in 1984 and is a wholly-owned subsidiary of Compass Holding Group, Inc. Compass Capital provides personalized financial planning and investment management to individuals, pension and profit sharing plans, trusts,-estates, charitable organizations and small businesses. | Finance |
State Street Bank & Trust Co.
![]() State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Finance |
Cavalier Investments LLC
![]() Cavalier Investments LLC Investment ManagersFinance Cavalier Investments LLC (do-business-as Adaptive Investments) is a SEC-registered investment advisor headquartered in Alpharetta, Goergia. The firm was founded by Greg Rutherford in 2015 and is owned by Cavalier16, Inc. Adaptive Investments provides discretionary investment advisory services through open-end mutual funds that focus on capital appreciation, income, downside protection and real return. | Finance |