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Jason Robert Lilly
Portfolio Manager-Aktien bei The Cape Cod Five Cents Savings Bank
Aktive Positionen von Jason Robert Lilly
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
The Cape Cod Five Cents Savings Bank
![]() The Cape Cod Five Cents Savings Bank Investment ManagersFinance The Cape Cod Five Cents Savings Bank (Cape Cod 5) is a mutually-owned, independent state-chartered savings bank headquartered in Brewster, Massachusetts. The bank was founded in 1855 and is part of Cape Cod Five Mutual Co. Cape Cod 5 offers a broad range of financial products and services to customers living and working on Cape Cod, Martha’s Vineyard and Nantucket and in Southeastern Massachusetts communities. Products and services include consumer and commercial banking products; residential mortgages; trust and asset management services. | Portfolio Manager-Aktien | 01.01.2017 | - |
Karriereverlauf von Jason Robert Lilly
Ehemalige bekannte Positionen von Jason Robert Lilly
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
The Vanguard Group, Inc.
![]() The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Corporate Officer/Principal | 01.02.1999 | - |
Bright Rock Capital Management LLC
![]() Bright Rock Capital Management LLC Investment ManagersFinance Bright Rock Capital Management LLC (BRCM) is a registered investment advisor headquartered in Hanover, Massachusetts and was founded in 2010. The firm is a subsidiary of Rockland Trust Co. and their ultimate parent is Independent Bank Corp. (NASDAQ: INDB). BRCM offers investment advisory services to the Bright Rock Funds, high-net worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Portfolio Manager-Aktien | - | - |
Rockland Trust Co.
![]() Rockland Trust Co. Investment ManagersFinance Rockland Trust Co. is an investment management firm headquartered in Rockland, Massachusetts. The firm was founded in 1907 and is owned by Independent Bank Corp. (Massachusetts) (NASDAQ: INDB). Rockland Trust offers a wide range of investment services to businesses and individuals. | Analyst-Equity | 01.07.2005 | - |
Portfolio Manager-Aktien | 01.07.2005 | - |
Ausbildung von Jason Robert Lilly
University of Massachusetts | Undergraduate Degree |
Arizona State University | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 7 |
Operativ
Portfolio Manager-Equities | 3 |
Analyst-Equity | 1 |
Undergraduate Degree | 1 |
Sektoral
Finance | 5 |
Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 4 |
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Rockland Trust Co.
![]() Rockland Trust Co. Investment ManagersFinance Rockland Trust Co. is an investment management firm headquartered in Rockland, Massachusetts. The firm was founded in 1907 and is owned by Independent Bank Corp. (Massachusetts) (NASDAQ: INDB). Rockland Trust offers a wide range of investment services to businesses and individuals. | Finance |
Bright Rock Capital Management LLC
![]() Bright Rock Capital Management LLC Investment ManagersFinance Bright Rock Capital Management LLC (BRCM) is a registered investment advisor headquartered in Hanover, Massachusetts and was founded in 2010. The firm is a subsidiary of Rockland Trust Co. and their ultimate parent is Independent Bank Corp. (NASDAQ: INDB). BRCM offers investment advisory services to the Bright Rock Funds, high-net worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
The Vanguard Group, Inc.
![]() The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Finance |
The Cape Cod Five Cents Savings Bank
![]() The Cape Cod Five Cents Savings Bank Investment ManagersFinance The Cape Cod Five Cents Savings Bank (Cape Cod 5) is a mutually-owned, independent state-chartered savings bank headquartered in Brewster, Massachusetts. The bank was founded in 1855 and is part of Cape Cod Five Mutual Co. Cape Cod 5 offers a broad range of financial products and services to customers living and working on Cape Cod, Martha’s Vineyard and Nantucket and in Southeastern Massachusetts communities. Products and services include consumer and commercial banking products; residential mortgages; trust and asset management services. | Finance |
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