Profiel
Mr. Benjamin S.
Favazza is Wealth Advisor, Principal & Co-Founder at East Coast Asset Management LLC.
He brings over seventeen years of wealth advisory and financial planning expertise to the team.
Prior to co-founding East Coast, he served as a Vice President of Fidelity Investments Private Client Group where he was directly responsible for a portfolio of $1.1 billion.
In that position, he advised his clients on investments, retirement planning, risk-management as well as trust and estate planning alternatives.
Prior to his experience at Fidelity, he served as a Financial Planner at American Express for seven years where he built a successful wealth advisory practice.
He received his BS degree from the University of Massachusetts, Amherst and currently holds a Certified Financial Planner designation.
Additionally, he is a member of the National Financial Planning Association and the Massachusetts Financial Planning Association.
Actieve functies van Ben Favazza
| Bedrijven | Functie | Begin |
|---|---|---|
East Coast Asset Management LLC
 East Coast Asset Management LLC Investment ManagersFinance East Coast Asset Management LLC (ECAM) is an independent, SEC- registered investment advisor and wealth management firm headquartered in Essex, Massachusetts. The firm was founded by Christopher Begg and Benjamin Favazza in 2008 as East Coast Asset Management, Inc. ECAM provides customized and comprehensive investment management services to individuals, trusts, foundations, endowments, pension, and profit-sharing plans, charitable organizations, and other entities. | Oprichter | 01-01-2008 |
Eerdere bekende functies van Ben Favazza
| Bedrijven | Functie | Einde |
|---|---|---|
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | - |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Corporate Officer/Principal | - |
Opleiding van Ben Favazza
| University of Massachusetts | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
East Coast Asset Management LLC
East Coast Asset Management LLC Investment ManagersFinance East Coast Asset Management LLC (ECAM) is an independent, SEC- registered investment advisor and wealth management firm headquartered in Essex, Massachusetts. The firm was founded by Christopher Begg and Benjamin Favazza in 2008 as East Coast Asset Management, Inc. ECAM provides customized and comprehensive investment management services to individuals, trusts, foundations, endowments, pension, and profit-sharing plans, charitable organizations, and other entities. | Finance |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Finance |
| American Express Financial Advisors, Inc. |
