Profil
Mr. Ben W.
Daigle is a Vice President at Old Port Advisors, Inc. He joined Old Port Advisors in 2010.
His duties at the firm are focused around three primary areas: client service, investment research and marketing.
Mr. Daigle works with the Portfolio Managers on a wide range of client-centered requests including preparation of client portfolio review packages, assisting with portfolio management and preparing financial planning projections.
His research duties are focused on fundamental analysis of the equity sector plus monitoring mutual funds, closed-end funds and REITS.
Additionally, he is the in-house expert in our financial planning software and handles fixed income trading.
He is a member of the Investment Policy Committee.
Prior to joining Old Port Advisors, Mr. Daigle worked for Ameriprise in Portland.
He earned a Bachelor’s of Science degree in Business Administration with a concentration in Finance from the University of Southern Maine.
Aktive Positionen von Ben Daigle
| Unternehmen | Position | Beginn |
|---|---|---|
Old Port Advisors, Inc.
 Old Port Advisors, Inc. Investment ManagersFinance Old Port Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded by Fredric W. Williams in 1994 as Investment Management & Consulting Group, Inc. and changed their business name to Old Port Advisors, Inc. in 2014. They provide personalized Investment Management, Financial Planning, and Wealth Management services to individuals, trusts, estates, and charitable organizations, as well as business clients. In addition to these services, the firm provides Fiduciary Consulting to employers and retirement plan sponsors. | Analyst-Equity | 01.11.2010 |
Ausbildung von Ben Daigle
| University of Southern Maine | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Old Port Advisors, Inc.
Old Port Advisors, Inc. Investment ManagersFinance Old Port Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded by Fredric W. Williams in 1994 as Investment Management & Consulting Group, Inc. and changed their business name to Old Port Advisors, Inc. in 2014. They provide personalized Investment Management, Financial Planning, and Wealth Management services to individuals, trusts, estates, and charitable organizations, as well as business clients. In addition to these services, the firm provides Fiduciary Consulting to employers and retirement plan sponsors. | Finance |
