Profiel
Mr. Colasanto has over 7 years experience in the Financial markets, having been employed by Fleet Investment Advisors, State Street Bank and Chase Global Funds before joining Appleton in May 2003.
He received a B.A.
from the University of Vermont, where he majored in Economics, as well as an MBA from Boston University, concentrating in Finance.
He holds the Chartered Financial Analyst designation, which he earned in September 2002.
Eerdere bekende functies van Val Colasanto
Bedrijven | Functie | Einde |
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Appleton Partners, Inc.
Appleton Partners, Inc. Investment ManagersFinance Appleton Partners, Inc. (Appleton) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1987 by Douglas Chamberlain and Kathleen Burge. Appleton provides portfolio management services to individuals, high net-worth individuals, charitable organizations, foundations or endowments, state or municipal governments, corporations or other businesses and clients from third-party platforms and/or third-party managers. | Analyst-Equity | 01-09-2006 |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Corporate Officer/Principal | 01-01-2003 |
Fleet Investment Advisors | Analyst-Equity | 01-01-1970 |
Opleiding van Val Colasanto
University of Vermont | Undergraduate Degree |
Boston University | Masters Business Admin |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
Bedrijven in privébezit | 3 |
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Appleton Partners, Inc.
Appleton Partners, Inc. Investment ManagersFinance Appleton Partners, Inc. (Appleton) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1987 by Douglas Chamberlain and Kathleen Burge. Appleton provides portfolio management services to individuals, high net-worth individuals, charitable organizations, foundations or endowments, state or municipal governments, corporations or other businesses and clients from third-party platforms and/or third-party managers. | Finance |
Fleet Investment Advisors | Finance |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Finance |