James Edwin Rich
Portefeuillebeheerder-Aandelen bij Eastern Bank (Investment Management)
Profiel
Mr. James E.
Rich, Jr., is a Chief Fiduciary Officer & Senior Vice President at Eastern Bank Corp.
He is responsible for managing the investments of individuals, trusts, and charitable organizations, and for advising clients how to grow and preserve their wealth.
He has more than 30 years of experience in wealth management and trust services, including portfolio management, trust administration, and financial planning.
Before joining Eastern Bank Wealth Management in 2011, Mr. Rich headed Beverly National Bank’s Trust Department for more than 25 years.
Prior to that, he worked in the trust departments of the First National Bank of Boston and Plymouth Home National Bank.
Mr. Rich holds a Bachelor of Arts in History from Colgate University and a Juris Doctorate from Albany Law School.
He is also a graduate of the National Graduate Trust School.
He is a member of the Massachusetts Bar and a Certified Trust and Financial Advisor.
Actieve functies van James Edwin Rich
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-01-2011 |
Eerdere bekende functies van James Edwin Rich
| Bedrijven | Functie | Einde |
|---|---|---|
Beverly National Bank
 Beverly National Bank Major BanksFinance Located in Beverly, Massachusetts, Beverly National Bank (BNB) was founded in 1802. They provide portfolio management and investment advisory services for individuals, families, trustees, retirement accounts, charities, businesses and municipalities. | Chief Investment Officer | 11-02-2010 |
| Fleet National Bank (Providence, Rhode Island) | Corporate Officer/Principal | - |
Danversbank Asset Management
 Danversbank Asset Management Investment ManagersFinance Danversbank Asset Management is an investment division of Danversbank. Their ultimate parent is Danvers Bancorp. Inc. (NasdaqGS: DNBK). The firm is located in Beverly, Massachusetts. They provide personalized financial services and fiduciary services to individuals, families, trustees, retirement plans and charitable organizations. | Chief Investment Officer | - |
Opleiding van James Edwin Rich
| Colgate University | Undergraduate Degree |
| Albany Law School | Graduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
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 |
Beverly National Bank
Beverly National Bank Major BanksFinance Located in Beverly, Massachusetts, Beverly National Bank (BNB) was founded in 1802. They provide portfolio management and investment advisory services for individuals, families, trustees, retirement accounts, charities, businesses and municipalities. | Finance |
Danversbank Asset Management
Danversbank Asset Management Investment ManagersFinance Danversbank Asset Management is an investment division of Danversbank. Their ultimate parent is Danvers Bancorp. Inc. (NasdaqGS: DNBK). The firm is located in Beverly, Massachusetts. They provide personalized financial services and fiduciary services to individuals, families, trustees, retirement plans and charitable organizations. | Finance |
