Aaron Davis Bock
Direktor der Forschung - Eigenkapital bei The Colony Group LLC
Profil
Mr. Aaron D.
Bock, CFA, is a Senior Portfolio Manager & Director of Manager Research at The Colony Group LLC.
He is responsible for the oversight of the mutual fund, exchange-traded fund, and separately managed account strategies.
In addition, he performs equity research and analysis and is a member of the team that manages The Colony Group’s large-cap and mid-cap strategies.
He started at the firm as a Research Associate and an Assistant Portfolio Manager.
Prior to joining The Colony Group in 2006, Mr. Bock was a Portfolio Administrator at State Street Corp., where he processed trades, researched income exceptions, and compiled reports of daily activity for mutual funds.
He earned a Bachelor of Arts in Psychology from Syracuse University.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analysts Society.
Aktive Positionen von Aaron Davis Bock
Unternehmen | Position | Beginn |
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The Colony Group LLC
The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Direktor der Forschung - Eigenkapital | 01.01.2022 |
Ehemalige bekannte Positionen von Aaron Davis Bock
Unternehmen | Position | Ende |
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STATE STREET CORPORATION | Corporate Officer/Principal | - |
Ausbildung von Aaron Davis Bock
Syracuse University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
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Börsennotierte Unternehmen | 1 |
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STATE STREET CORPORATION | Finance |
Private Unternehmen | 1 |
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The Colony Group LLC
The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Finance |