Profiel
Mr. Richard F.
Carolan, Jr., is a Co-President & Financial Advisor at Blue Fin Capital, Inc. He delivers comprehensive financial and investment advice to the firm’s clients.
He founded Blue Fin Capital in 1994.
Prior to establishing Blue Fin, Mr. Carolan was an investment analyst at Carolan & Co., Inc., a regional broker dealer specializing in municipal bonds, and a vice president with Carolan Leasing Corp.
He started his career at Fleet National Bank, where he held positions as a senior credit analyst in the bank’s leasing division and a credit officer on the trading desk at the bank’s Treasury department.
Mr. Carolan earned his Bachelor of Arts degree from from Brown University.
Actieve functies van Rich Carolan
| Bedrijven | Functie | Begin |
|---|---|---|
Blue Fin Capital, Inc.
 Blue Fin Capital, Inc. Investment ManagersFinance Blue Fin Capital, Inc. (Blue Fin) is an independent wealth management firm and registered investment advisor headquartered in Warren, Rhode Island. The firm was founded by Richard Carolan and Clark Sammartino in 1994. Blue Fin provides advisory services primarily to high net worth individuals, including their trusts, estates and retirement accounts. It also provides services to corporations or business entities including their pension and profit-sharing plans, and to charitable organizations. | Algemeen Directeur | 01-01-1994 |
Eerdere bekende functies van Rich Carolan
| Bedrijven | Functie | Einde |
|---|---|---|
FleetBoston Financial Corp.
 FleetBoston Financial Corp. Major BanksFinance Headquartered in Boston, Fleet offers comprehensive investment management services to individuals with $1 million or more in assets. Investment advisors from Fleet Investment Advisors work as a team with relationship managers from Fleet Private Clients Group to provide integrated financial management that addresses the specific needs of individuals and families - from investment management to trust, retirement wealth management, credit, and banking services. Fleet National Bank is a wholly owned subsidiary of Fleet Boston Financial Corp. | Analist-Vaste Inkomen | 30-08-1994 |
Opleiding van Rich Carolan
| Brown University | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
FleetBoston Financial Corp.
FleetBoston Financial Corp. Major BanksFinance Headquartered in Boston, Fleet offers comprehensive investment management services to individuals with $1 million or more in assets. Investment advisors from Fleet Investment Advisors work as a team with relationship managers from Fleet Private Clients Group to provide integrated financial management that addresses the specific needs of individuals and families - from investment management to trust, retirement wealth management, credit, and banking services. Fleet National Bank is a wholly owned subsidiary of Fleet Boston Financial Corp. | Finance |
Blue Fin Capital, Inc.
Blue Fin Capital, Inc. Investment ManagersFinance Blue Fin Capital, Inc. (Blue Fin) is an independent wealth management firm and registered investment advisor headquartered in Warren, Rhode Island. The firm was founded by Richard Carolan and Clark Sammartino in 1994. Blue Fin provides advisory services primarily to high net worth individuals, including their trusts, estates and retirement accounts. It also provides services to corporations or business entities including their pension and profit-sharing plans, and to charitable organizations. | Finance |
