Shawn M. McCarthy
Keine laufenden Positionen mehr
Profil
Mr. Shawn M.
McCarthy, CFP, is Vice President at Eastern Investment Advisors.
Prior to joining Eastern in April of 2001, he was a vice president and relationship manager in the Large Account Unit at Fleet National Bank.
He has been working in the trust business since 1992.
Mr. McCarthy is a Certified Financial Planner practitioner and holds a Bachelor of Science in Finance from Bentley College.
He obtained his Certified Trust and Financial Advisor certification from The Institute of Certified Bankers.
He is also a graduate of Cannon Trust School at Boston University and has received a certificate in financial planning from Boston University's Center for Professional Education.
Ehemalige bekannte Positionen von Shawn M. McCarthy
| Unternehmen | Position | Ende |
|---|---|---|
| Fleet National Bank (Providence, Rhode Island) | Corporate Officer/Principal | 30.03.2001 |
Eastern Bank (Investment Management)
 Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank (Investment Management) (Eastern Bank-IM) is the investment management division of Eastern Bank, a full-service commercial bank headquartered in Boston, Massachusetts. Formerly known as Eastern Investment Advisors, Inc., the firm was founded in 1818 and is a subsidiary of Eastern Bankshares, Inc. (NASDAQ: EBC). Eastern Bank-PB provides individual and institutional clients with financial planning, portfolio management and fiduciary services. | Portfolio Manager-Aktien | - |
Ausbildung von Shawn M. McCarthy
| Bentley University | Undergraduate Degree |
| Boston University | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Eastern Bank (Investment Management)
Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank (Investment Management) (Eastern Bank-IM) is the investment management division of Eastern Bank, a full-service commercial bank headquartered in Boston, Massachusetts. Formerly known as Eastern Investment Advisors, Inc., the firm was founded in 1818 and is a subsidiary of Eastern Bankshares, Inc. (NASDAQ: EBC). Eastern Bank-PB provides individual and institutional clients with financial planning, portfolio management and fiduciary services. | Finance |
| Fleet National Bank (Providence, Rhode Island) | Finance |
