George Carr
Portefeuillebeheerder-Aandelen bij R. M. Davis, Inc.
Profiel
Mr. George Carr is Vice President & Portfolio Manager at R.
M.
Davis, Inc. At the firm, He is providing investment and financial planning advice to individuals, families, non-profits and retirement plans.
He also coordinates and conducts of the firm's annual Summer School program which is geared toward educating the next generation in developing good financial habits.
Mr. Carr came to the firm in October 2015 having spent seven years in Boston working at Federal Street Advisors, an investment advisory and consulting firm.
At Federal Street Advisors, he worked in multiple roles ranging from operations, trading, and portfolio administration to being a lead advisor providing investment advice and service to both families and non-profits.
Mr. Carr received his undergraduate degree from Bates College and an MBA with honors from Boston University's Questrom School of Management, with a concentration in Finance.
Actieve functies van George Carr
| Bedrijven | Functie | Begin |
|---|---|---|
R. M. Davis, Inc.
 R. M. Davis, Inc. Investment ManagersFinance R. M. Davis, Inc. (RMD) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Portland, Maine. The firm was founded by Robert M. Davis in 1978. RMD provides investment management and other wealth management services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities, municipalities and other governmental entities. | Portefeuillebeheerder-Aandelen | 01-10-2015 |
Eerdere bekende functies van George Carr
| Bedrijven | Functie | Einde |
|---|---|---|
Federal Street Advisors, Inc.
 Federal Street Advisors, Inc. Investment ManagersFinance Founded in 1991, Federal Street Advisors, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm's investment advisory clients include high net-worth individuals, their families, and tax-exempt foundations, charitable entities or associations. These relationships often include trusts, estates, and partnerships or other family investment vehicles. They also have experience advising pension plans. | Corporate Officer/Principal | - |
Opleiding van George Carr
| Boston University | Masters Business Admin |
| Bates College | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
R. M. Davis, Inc.
R. M. Davis, Inc. Investment ManagersFinance R. M. Davis, Inc. (RMD) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Portland, Maine. The firm was founded by Robert M. Davis in 1978. RMD provides investment management and other wealth management services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities, municipalities and other governmental entities. | Finance |
Federal Street Advisors, Inc.
Federal Street Advisors, Inc. Investment ManagersFinance Founded in 1991, Federal Street Advisors, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm's investment advisory clients include high net-worth individuals, their families, and tax-exempt foundations, charitable entities or associations. These relationships often include trusts, estates, and partnerships or other family investment vehicles. They also have experience advising pension plans. | Finance |
