Jeffrey J. St. Mary
Portfolio Manager-Aktien bei Prio Wealth LP
Profil
Mr. Jeffrey J.
St. Mary, CFA, is a Managing Director & Wealth Advisor at Prio Wealth LP and a Member at The Boston Security Analysts Society, Inc. He is also a Portfolio Manager and Managing Director of Business Strategy at Prio Wealth.
Mr. St. Mary has over 22 years of experience managing money for individual clients.
He was previously employed as a Manager at Private Client & Endowment Group, Fortis Investments (which purchased Harbor Capital) whre he created customized investment strategies and portfolios for private individuals, families, endowments, foundations.
He also worked as a Portfolio Manager & Research Analyst at Harbor Capital Management whre he managed over $1 billion in institutional assets.
Mr. St. Mary received his B.S.
in Business Administration from the State University of New York, University at Albany.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analysts Society.
Aktive Positionen von Jeffrey J. St. Mary
Unternehmen | Position | Beginn |
---|---|---|
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. | Portfolio Manager-Aktien | 01.11.2007 |
The Boston Security Analysts Society, Inc. | Corporate Officer/Principal | 02.06.2011 |
Ehemalige bekannte Positionen von Jeffrey J. St. Mary
Unternehmen | Position | Ende |
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Lehman Brothers Asset Management LLC
Lehman Brothers Asset Management LLC Investment Banks/BrokersFinance Formerly known as Lincoln Capital Fixed Income Management Co. LLC, Lehman Brothers Asset Management LLC (LBAM) is a wholly owned subsidiary of Lehman Brothers Holdings, Inc. (NYSE:LEH) | Corporate Officer/Principal | 01.11.2007 |
Fortis Investment Management USA, Inc.
Fortis Investment Management USA, Inc. Investment ManagersFinance Fortis Investment Management USA, Inc. operated as a hedge fund manager and registered investment advisor. The firm offered investment management services to institutional and retail clients around the world. Its investment offerings included a wide variety of actively-managed equity and fixed-income portfolios. The company was founded in 1979 and was headquartered in Boston, MA. | Corporate Officer/Principal | 01.03.2006 |
Ausbildung von Jeffrey J. St. Mary
The State University of New York | 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 | 4 |
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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. | Finance |
Lehman Brothers Asset Management LLC
Lehman Brothers Asset Management LLC Investment Banks/BrokersFinance Formerly known as Lincoln Capital Fixed Income Management Co. LLC, Lehman Brothers Asset Management LLC (LBAM) is a wholly owned subsidiary of Lehman Brothers Holdings, Inc. (NYSE:LEH) | Finance |
Fortis Investment Management USA, Inc.
Fortis Investment Management USA, Inc. Investment ManagersFinance Fortis Investment Management USA, Inc. operated as a hedge fund manager and registered investment advisor. The firm offered investment management services to institutional and retail clients around the world. Its investment offerings included a wide variety of actively-managed equity and fixed-income portfolios. The company was founded in 1979 and was headquartered in Boston, MA. | Finance |
The Boston Security Analysts Society, Inc. |