Cayne R. Holland
Director of Investments bij The Washington Trust Co. of Westerly (Investment Management)
Profiel
Mr. Cayne R.
Holland is a Vice President, Director of Investment Services & Principal Portfolio Manager at The Washington Trust Co. of Westerly.
Mr. Holland is responsible for leading the Washington Trust Portfolio Management Team in multiple Rhode Island-based offices.
He supervises all aspects of investments, such as client-facing relations, regulatory and trading, for the team comprised of wealth advisors, portfolio managers and investment associates.
In addition, he manages the investment holdings of institutional and not-for-profit clients, as well as high-net-worth individuals, including Endowments, Estates, Foundations, Retirement and Trust accounts.
He is also a voting member of the Investment Committee for The Washington Trust Company.
He has more than 15 years of experience in wealth management.
Mr. Holland was employed as a High Net Worth Trader by Fidelity Personal Investments and a Senior Syndicate Fixed Income Trader & Analyst by National Financial Services LLC (Trading Arm).
He holds a bachelor’s degree from the University of Rhode Island.
Actieve functies van Cayne R. Holland
| Bedrijven | Functie | Begin |
|---|---|---|
The Washington Trust Co. of Westerly (Investment Management)
 The Washington Trust Co. of Westerly (Investment Management) Investment ManagersFinance The Washington Trust Co. of Westerly (Investment Management) (WTC-IM) is the asset management division of The Washington Trust Co. of Westerly, a community bank headquartered in Westerly, Rhode Island. The firm was founded in 1902 and is a subsidiary of Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTC-IM offers a range of personal and business financial services which includes trust services, investment management services and wealth management services. They manage portfolios for individuals, institutions and ERISA pension plans. | Director of Investments | 01-02-2013 |
Eerdere bekende functies van Cayne R. Holland
| Bedrijven | Functie | Einde |
|---|---|---|
National Financial Services LLC (Trading Arm)
 National Financial Services LLC (Trading Arm) Investment Banks/BrokersFinance National Financial Services is an operating division and the institutional trading arm of National Financial Services LLC. The firm is a broker/dealer headquartered in Boston. They execute equity and fixed-income securities trades on behalf of institutional clients as well as several Fidelity businesses. Their ultimate parent is FRM LLC. National Financial Services maintains a team of principal traders in New York that make markets in several hundred NASDAQ securities. The firm also has specialists on the Boston Stock Exchange. Their fixed-income operation is a principal dealer in a wide range of taxable and tax-exempt securities. They also underwrite municipal and government agency debt | Corporate Officer/Principal | 31-12-2012 |
| Fidelity Personal Investments | Corporate Officer/Principal | 31-12-2012 |
Opleiding van Cayne R. Holland
| University of Rhode Island | Undergraduate Degree |
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| Bedrijven in privébezit | 3 |
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The Washington Trust Co. of Westerly (Investment Management)
The Washington Trust Co. of Westerly (Investment Management) Investment ManagersFinance The Washington Trust Co. of Westerly (Investment Management) (WTC-IM) is the asset management division of The Washington Trust Co. of Westerly, a community bank headquartered in Westerly, Rhode Island. The firm was founded in 1902 and is a subsidiary of Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTC-IM offers a range of personal and business financial services which includes trust services, investment management services and wealth management services. They manage portfolios for individuals, institutions and ERISA pension plans. | Finance |
| Fidelity Personal Investments | |
National Financial Services LLC (Trading Arm)
National Financial Services LLC (Trading Arm) Investment Banks/BrokersFinance National Financial Services is an operating division and the institutional trading arm of National Financial Services LLC. The firm is a broker/dealer headquartered in Boston. They execute equity and fixed-income securities trades on behalf of institutional clients as well as several Fidelity businesses. Their ultimate parent is FRM LLC. National Financial Services maintains a team of principal traders in New York that make markets in several hundred NASDAQ securities. The firm also has specialists on the Boston Stock Exchange. Their fixed-income operation is a principal dealer in a wide range of taxable and tax-exempt securities. They also underwrite municipal and government agency debt | Finance |
