Profiel
Prior to joining Nuland & Arshad, Inc., Mr. Roche was an Officer and Director of Fiduciary Trust Company where he served as a member of the Internal and Institutional investment committees.
Mr. Roche holds a bachelor's degree in accounting from Bentley College and also is a graduate of the National Trust School at Northwestern University and the School of Banking at Williams College.
Eerdere bekende functies van James J. Roche
| Bedrijven | Functie | Einde |
|---|---|---|
Nuland & Arshad, Inc.
 Nuland & Arshad, Inc. Investment ManagersFinance Nuland & Arshad, Inc. (N&A) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Duxbury, Massachusetts. The firm was founded by James Nuland and Gulrez Arshad in 1989. N&A provides personalized and innovative investment advice and portfolio management to high net worth individuals and their families as well as clients charitable foundations. | Portefeuillebeheerder-Aandelen | 31-12-2007 |
Fiduciary Trust Co.
 Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions. | Corporate Officer/Principal | 31-12-2002 |
Ervaring
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| Bedrijven in privébezit | 2 |
|---|---|
Nuland & Arshad, Inc.
Nuland & Arshad, Inc. Investment ManagersFinance Nuland & Arshad, Inc. (N&A) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Duxbury, Massachusetts. The firm was founded by James Nuland and Gulrez Arshad in 1989. N&A provides personalized and innovative investment advice and portfolio management to high net worth individuals and their families as well as clients charitable foundations. | Finance |
Fiduciary Trust Co.
Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions. | Finance |
