East Coast Asset Management
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19 East Coast Asset Management employees in database. Find out everything there's to know about East Coast Asset Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
East Coast Asset Management Employees
Columbia Management March 2011 - Present
East Coast Asset Management 2011 - 2011
Western Standard Partners 2010 - 2010
Education
Boston College 2006 — 2010
B.A., International Studies with a concentration in Economics
Institut d'Etudes politiques de Paris 2009 — 2009
study abroad program
Barnstable High School
Netage Solutions September 2011 - Present
East Coast Asset Management June 2010 - August 2010
Eastmark Group 2008 - 2009
Citi 2006 - 2007
Skills
Management, Investments, Analysis, Financial Modeling, CRM, Equities, Equity Research, Corporate Finance, Valuation, Alternative Investments, Accounting, Financial Analysis, Project Management, Finance, Business Analysis
Education
Boston College 2009 — 2011
Master of Business Administration (MBA), Asset Management
Boston College 2007 — 2008
Master of Science (M.S.), Finance
University of Maine 2002 — 2006
Bachelor of Science (B.S.), Finance and International Business
Republic Services June 2015 - Present
M & M Liquor Mart September 2008 - Present
East Coast Asset Management June 2014 - May 2015
Sentinel Benefits & Financial Group June 2011 - August 2012
Skills
Finance, Financial Analysis, Business Analysis, Business Strategy, Data Analysis, Consumer Package Goods, Investments, Investment Strategies, Film
Education
Bentley University 2010 — 2013
Bachelor of Science (BS), Finance, General, Summa Cum Laude Overall GPA 3.85/4.00
East Coast Asset Management June 2015 - August 2015
Harvard University June 2015 - August 2015
Cinda Securities February 2013 - June 2014
KPMG Audit October 2010 - January 2013
HSBC July 2009 - August 2009
Skills
Financial Reporting, Financial Analysis, Auditing, Corporate Finance, Financial Modeling, Valuation, External Audit, IFRS, Big 4, Risk Management, Assurance, Internal Controls, GAAP, Mergers & Acquisitions, Finance, Management, Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Asset Management
Shanghai Institute of Foreign Trade 2006 — 2010
Bachelor of Arts (BA), Economics
Shanghai Jincai High School 2002 — 2006
High School
East Coast Asset Management May 2013 - Present
Boston Hill Advisors June 2012 - April 2013
East Coast Asset Management July 2011 - August 2011
Lexington Wealth Management June 2010 - August 2010
Education
Bryant University 2008 — 2012
Bachelor of Science in Business Administration, with concentrations in Financial Services and Economics
Columbia Bank November 2014 - Present
East Coast Asset Management October 2013 - November 2014
Lateef Investment Management February 2005 - April 2013
Fidelity Investments January 2000 - February 2005
Skills
Investment Advisory, Start-ups, Relationship Management, Asset Management, Strategy, Institutional Sales, Wealth Management, Estate Planning, Strategic Financial..., Investment Consulting, Large Cap Value, Multi Cap Growth, High Quality US Equity, Diversification, Satellite, Alternative Investments, Investments, Asset Allocation, Financial Advisory, Financial Planning, Investment Management, Financial Services, Portfolio Management, Equities, Investment Advisory..., Mutual Funds
Education
City University of New York 1985 — 1987
Master of Business Administration (MBA), Accounting and Finance
St Anselm College 1976 — 1980
Bachelor of Science (BS), Economics
William H. Hall High School, West Hartford CT 1974 — 1976
Kingswood Oxford School, West Hartford, CT 1972 — 1974
Aureus Asset Management December 2010 - Present
Financial Planning Association of MA October 2010 - January 2012
BEPC 2005 - January 2011
East Coast Asset Management October 2009 - December 2010
Outdoor Explorations July 2009 - June 2010
Fidelity Investments June 2004 - October 2009
Delessert Financial Services August 2001 - May 2004
Fidelity Investments February 1997 - September 2001
Fidelity Brokerage Company UK September 1996 - February 1998
ROCKEFELLER FINANCIAL SERVICES, INC., New York, NY March 1992 - September 1994
Skills
Wealth Management, Series 7, Investment Management, Hedge Funds, High Net Worth..., Financial Services, Fixed Annuities, Wealth Management..., Fixed Income, Series 6, Uniform Combined State..., Wealth, Equity Research, Pensions, Bonds, Financial Analysis, 401k, Relationship Management, Insurance, Financial Planners, Financial Modeling
Education
University of Maryland - Robert H. Smith School of Business 1994 — 1996
MBA, Logistics and Finance
McGill University 1984 — 1988
BA, Economics
Columbia Business School May 2011 - Present
East Coast Asset Management September 2008 - Present
Moody Aldrich Partners May 2007 - September 2008
Boston Research and Management Inc. June 1996 - May 2007
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1990 — 1994
Barnstable High School
Electric Insurance Company June 2014 - December 2014
East Coast Asset Management September 2013 - December 2013
Electric Insurance Company May 2013 - September 2013
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Business Strategy, Teamwork, Customer Service, Data Entry, Time Management, Access, Research, English, Social Media, Public Speaking, Office Management, Excel models
Education
Endicott College 2015 — 2016
Master of Business Administration (M.B.A.), Finance, General, 3.86
Endicott College 2011 — 2014
Bachelor's Degree, Business Administration and Finance
Bryant University 2010 — 2010
Brown Brothers Harriman March 2015 - Present
East Coast Asset Management May 2014 - September 2014
Skills
Microsoft Excel, PowerPoint, Teamwork, Time Management, Microsoft Word, Customer Service, Leadership, Market Research, Economics, Microsoft Office, Management
Education
Bryant University 2011 — 2015
Bachelor of Science, Business Administration, GPA = 3.50
Hamilton-Wenham Regional High School 2007 — 2011
College/University Preparatory Diploma Program, GPA = 3.87
East Coast Asset Management February 2012 - September 2012
GMO June 2006 - August 2011
Brown Brothers Harriman June 2005 - June 2006
State Street Bank September 2003 - June 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Equity Research, Equity Valuation, Bloomberg, Wealth Management, Investments, Equities, Asset Management, Mergers & Acquisitions, Fixed Income Analysis, Credit Analysis, Fixed Income, Alternative Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2013
MBA, Asset Management
Colby College 1999 — 2003
Bachelor of Arts, Economics
East Coast Asset Management June 2011 - Present
Pegaesus Advisors Inc. March 2009 - June 2011
Wingate Financial Group April 1999 - March 2009
Blue Cross/Blue Shield of Mass. 1992 - 1999
All-Star Sports Cards 1990 - 1993
Skills
Financial Planning, Retirement Planning, Wealth Management, Retirement Income..., Investments, Insurance Planning, Risk Management, Long Term Care, High Net Worth..., 401k, Pensions, Tax, Trusts, Mortgage, Asset Management, Asset Allocation, Mutual Funds, Portfolio Management, Investment Advisory, Investment Strategies
Education
Boston University - School of Management 1998 — 2001
Master of Business Administration (M.B.A.)
Boston University 1986 — 1990
Dual Degrees - BA / BS, Journalism / Political Science
East Coast Asset Management May 2013 - Present
Knott Asset Management, LLC May 2011 - May 2013
Vedette Asset Management, LLC September 2006 - June 2011
Foster Dykema Cabot & Company December 2002 - December 2005
Cambridge Trust Company 1999 - 2002
Skills
Equities
Education
Trinity College-Hartford 1984 — 1988
BA, History
Wilmington Friends School
Standard Life Investments September 2011 - Present
East Coast Asset Management June 2009 - May 2011
East Coast Asset Management September 2008 - May 2009
Standard Life Investments June 2008 - August 2008
Aon April 2007 - July 2007
Aon September 2002 - April 2007
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA, Asset Management
Duke University 1998 — 2002
Bachelor of Science (BS), Economics
District of Columbia Retirement Board May 2013 - Present
East Coast Asset Management May 2011 - August 2012
Boston College August 2011 - May 2012
Cambridge Associates September 2007 - August 2010
Cambridge Associates June 2006 - September 2007
Skills
Investments, Financial Modeling, Hedge Funds, Valuation, Financial Analysis, Strategic Planning, Business Strategy, Due Diligence, Strategic Financial..., Financial Markets, Bloomberg, Portfolio Management, Equities, Alternative Investments, Asset Management, Fixed Income
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
Master of Business Administration (MBA), Asset Management
Lafayette College 2002 — 2006
Bachelor's Degree, Economcis & Business, English
East Coast Asset Management January 2013 - July 2014
Saturn Management 2010 - 2013
The Centre for the Literary Arts at Burnt Norton June 2009 - 2012
ConstellationCenter July 2008 - 2010
Intermezzo Foundation January 2007 - June 2008
Skills
Fundraisers, Fundraising, Philanthropy, Public Speaking, Strategic Planning, Community Outreach, Venture Capital, Impact Investing, Value Investing, Annual Giving, Prospect Research, Stewardship, Business Development, Board Development, Grants, Nonprofits, Event Planning, Volunteer Management, Entrepreneurship, Grant Writing, Start-ups, Community Development, Non-profit Board..., Program Development
Education
Yale University 1981 — 1984
M.Div., Theology
University of Arizona 1969 — 1974
Bachelor of Arts (B.A.), Psychology
East Coast Asset Management August 2008 - Present
Fidelity Investments August 1998 - August 2008
Ameriprise Financial 1990 - 1998
Skills
401k, Financial Modeling, Hedge Funds
Education
University of Massachusetts, Amherst 1980 — 1985
Gloucester High School
Gloucester High School
Gloucester High School