Owen Gilmore
Lid van de Investeringscommissie bij Beaumont Financial Partners LLC
Actieve functies van Owen Gilmore
Bedrijven | Functie | Begin | Einde |
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Beaumont Financial Partners LLC
Beaumont Financial Partners LLC Investment ManagersFinance Beaumont Financial Partners LLC (Beaumont) is an investment management firm headquartered in Needham, Massachusetts. The firm was founded in 1999 and their predecessor firm, Beaumont Trust Associates, became a registered investment adviser in 1981. They were acquired by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2022. Beaumont offers a comprehensive range of wealth management and family office services to affluent individuals and families, small businesses, and select institutions. | Lid van de Investeringscommissie | 01-07-2023 | - |
Portefeuillebeheerder-Aandelen | 01-07-2023 | - |
Loopbaan van Owen Gilmore
Eerdere bekende functies van Owen Gilmore
Bedrijven | Functie | Begin | Einde |
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Barrett Asset Management LLC
Barrett Asset Management LLC Investment ManagersFinance Barrett Asset Management LLC (Barrett) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2011 and is a subsidiary of CI Financial Corp. (TSE: CIX) in Canada. Barrett provides portfolio management advisory services to individuals, corporations, trusts, estates, charitable organizations, foundations and educational institutions, pension and profit-sharing plans, as well as other types of businesses and institutional clients. | Analyst-Equity | 01-01-2016 | 01-01-2019 |
Portefeuillebeheerder-Aandelen | 01-01-2016 | 01-06-2023 | |
Boston University | Corporate Officer/Principal | - | - |
Opleiding van Owen Gilmore
Colby College | Undergraduate Degree |
The Leonard N Stern School of Business | Masters Business Admin |
Statistieken
Internationaal
Verenigde Staten | 6 |
Operationeel
Portfolio Manager-Equities | 2 |
Analyst-Equity | 1 |
Corporate Officer/Principal | 1 |
Sectoraal
Consumer Services | 4 |
Finance | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 2 |
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Barrett Asset Management LLC
Barrett Asset Management LLC Investment ManagersFinance Barrett Asset Management LLC (Barrett) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2011 and is a subsidiary of CI Financial Corp. (TSE: CIX) in Canada. Barrett provides portfolio management advisory services to individuals, corporations, trusts, estates, charitable organizations, foundations and educational institutions, pension and profit-sharing plans, as well as other types of businesses and institutional clients. | Finance |
Beaumont Financial Partners LLC
Beaumont Financial Partners LLC Investment ManagersFinance Beaumont Financial Partners LLC (Beaumont) is an investment management firm headquartered in Needham, Massachusetts. The firm was founded in 1999 and their predecessor firm, Beaumont Trust Associates, became a registered investment adviser in 1981. They were acquired by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2022. Beaumont offers a comprehensive range of wealth management and family office services to affluent individuals and families, small businesses, and select institutions. | Finance |
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