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John R. Ingram
Direktor der Forschung - Eigenkapital bei Crestwood Advisors Group LLC
Aktive Positionen von John R. Ingram
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Crestwood Advisors Group LLC
![]() Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments. | Analyst-Equity | 01.01.2015 | - |
Chief Investment Officer | 01.01.2015 | - | |
Direktor der Forschung - Eigenkapital | 01.01.2015 | - |
Karriereverlauf von John R. Ingram
Ehemalige bekannte Positionen von John R. Ingram
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Crestwood Advisors LLC
![]() Crestwood Advisors LLC Investment ManagersFinance Founded in 2003, Crestwood Advisors LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm offers investment solutions to high net-worth individuals and families, trusts, estates, foundations, endowments, charitable organizations, and corporations and other businesses. | Analyst-Equity | - | - |
Excalibur Management Corp.
![]() Excalibur Management Corp. Investment ManagersFinance Excalibur Management Corp. (Excalibur) is a registered independent and privately-owned wealth management firm headquartered in Newton, Massachusetts. Excalibur was founded in 1979 and provides investment management and strategic wealth management services to high-net-worth individuals and families of substantial wealth, as well as foundations, business entities, and endowments. | Portfolio Manager-Aktien | 01.01.1993 | 31.12.2003 |
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 | - | - |
Choate Investment Advisors LLC
![]() Choate Investment Advisors LLC Investment ManagersFinance Founded in 1997, Choate Investment Advisors LLC is a registered investment advisor located in Boston. The firm is a subsidiary of Choate, Hall & Stewart LLP. They provide comprehensive, integrated wealth management services primarily to high net-worth individuals. | Analyst-Equity | 16.07.2014 | 01.01.2015 |
Mitglied des Investmentausschusses | 03.06.2011 | 01.01.2015 | |
Portfolio Manager-Aktien | 01.01.2004 | 01.01.2015 |
Ausbildung von John R. Ingram
St. Lawrence University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 7 |
Operativ
Analyst-Equity | 3 |
Portfolio Manager-Equities | 2 |
Investment Committee Member | 1 |
Sektoral
Finance | 6 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 5 |
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Choate Investment Advisors LLC
![]() Choate Investment Advisors LLC Investment ManagersFinance Founded in 1997, Choate Investment Advisors LLC is a registered investment advisor located in Boston. The firm is a subsidiary of Choate, Hall & Stewart LLP. They provide comprehensive, integrated wealth management services primarily to high net-worth individuals. | Finance |
Excalibur Management Corp.
![]() Excalibur Management Corp. Investment ManagersFinance Excalibur Management Corp. (Excalibur) is a registered independent and privately-owned wealth management firm headquartered in Newton, Massachusetts. Excalibur was founded in 1979 and provides investment management and strategic wealth management services to high-net-worth individuals and families of substantial wealth, as well as foundations, business entities, and endowments. | 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 |
Crestwood Advisors LLC
![]() Crestwood Advisors LLC Investment ManagersFinance Founded in 2003, Crestwood Advisors LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm offers investment solutions to high net-worth individuals and families, trusts, estates, foundations, endowments, charitable organizations, and corporations and other businesses. | Finance |
Crestwood Advisors Group LLC
![]() Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments. | Finance |
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