Fleet Investment Advisors
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Fleet Investment Advisors Employees
Employee
Years
Job
Industry
Wendy S. Solomon Wendy S. Solomon's Fleet Investment Advisors Experience 1989 - 1997
Job Asset Strategy Advisors
Industry Marketing and Advertising
Experience
Asset Strategy Capital Partners August 2014 - Present
Asset Strategy Advisors December 2013 - Present
Bertrade Consulting January 2010 - December 2013
State Street Bank June 1997 - June 1998
Fleet Investment Advisors 1989 - 1997
IBJ Schroder Bank and Trust, NYC June 1984 - January 1989
Skills
Investments, Finance, Training, Retirement, 401k, Asset Management, Wealth Management, Portfolio Management, Strategic Financial..., Retirement Planning, Investment Advisory, High Net Worth..., Risk Management, Strategy, Fixed Income, Management, Financial Services, Mutual Funds
Education
Boston University 2015 — 2016
Certified Finanical Planning Program
Southern Connecticut State University
BS, Economics, Finance
Asset Strategy Capital Partners August 2014 - Present
Asset Strategy Advisors December 2013 - Present
Bertrade Consulting January 2010 - December 2013
State Street Bank June 1997 - June 1998
Fleet Investment Advisors 1989 - 1997
IBJ Schroder Bank and Trust, NYC June 1984 - January 1989
Skills
Investments, Finance, Training, Retirement, 401k, Asset Management, Wealth Management, Portfolio Management, Strategic Financial..., Retirement Planning, Investment Advisory, High Net Worth..., Risk Management, Strategy, Fixed Income, Management, Financial Services, Mutual Funds
Education
Boston University 2015 — 2016
Certified Finanical Planning Program
Southern Connecticut State University
BS, Economics, Finance
James Webber James Webber's Fleet Investment Advisors Experience 1992 - 2005
Job Portfolio manager at WhaleRock Point partners
Industry Investment Management
Experience
WhaleRock Point partners March 2009 - Present
US Trust March 1992 - March 2009
Fleet Investment Advisors 1992 - 2005
Fleet Bank 1992 - 1999
Skills
Portfolio Management, Asset Allocation, Asset Management, Fixed Income, Equities, Investment Strategies, Wealth Management, Global Asset Allocation, Investment Advisory, ETFs, Portfolio Optimization, Asset Managment, Bonds, Estate Planning, Investment Management, Fly Fishing, Fishing for Striped Bass
Education
Trinity College-Hartford 1967 — 1971
B S, Psychology
WhaleRock Point partners March 2009 - Present
US Trust March 1992 - March 2009
Fleet Investment Advisors 1992 - 2005
Fleet Bank 1992 - 1999
Skills
Portfolio Management, Asset Allocation, Asset Management, Fixed Income, Equities, Investment Strategies, Wealth Management, Global Asset Allocation, Investment Advisory, ETFs, Portfolio Optimization, Asset Managment, Bonds, Estate Planning, Investment Management, Fly Fishing, Fishing for Striped Bass
Education
Trinity College-Hartford 1967 — 1971
B S, Psychology
Ken Hannaford Ken Hannaford's Fleet Investment Advisors Experience May 2001 - September 2002
Job Project Manager, BHD Lawn and Building Services Inc.
Industry Construction
Experience
BHD Lawn and Building Services Inc. September 2002 - Present
Fleet Investment Advisors May 2001 - September 2002
Skills
Microsoft Office, Construction, Word, Customer Relations, Customer Service, Direct Mail, Quickbooks, PowerPoint, Painting, Landscape, Carpentry, Color Consulting, Time Management, Budgets, Contract Negotiation, Project Planning
Education
Plymouth State University 1996 — 2001
Bachelor of Arts, Graphic Design
North Quincy High School 1992 — 1996
BHD Lawn and Building Services Inc. September 2002 - Present
Fleet Investment Advisors May 2001 - September 2002
Skills
Microsoft Office, Construction, Word, Customer Relations, Customer Service, Direct Mail, Quickbooks, PowerPoint, Painting, Landscape, Carpentry, Color Consulting, Time Management, Budgets, Contract Negotiation, Project Planning
Education
Plymouth State University 1996 — 2001
Bachelor of Arts, Graphic Design
North Quincy High School 1992 — 1996
Galan Daukas Galan Daukas's Fleet Investment Advisors Experience 1992 - 2000
Job Senior Executive Vice President of Wealth Management at People's United Bank
Industry Investment Management
Experience
People's United Bank 2013 - Present
The Washington Trust Company 2005 - 2013
The Managers Funds 2002 - 2005
Harbor Capital Management 2000 - 2002
Fleet Investment Advisors 1992 - 2000
Skills
Wealth Management, Investments, Financial Services, Banking, Mutual Funds, Portfolio Management, Asset Management, ETFs, Equities, Asset Managment, Credit, Commercial Lending, Alternative Investments, Fixed Income, Loans, Mergers & Acquisitions, Mortgage Lending, Private Banking, Securities, Strategic Financial..., Commercial Banking, Credit Analysis, Risk Management
Education
Trinity College-Hartford
MA, Economics/Finance
Dartmouth College 1981 — 1985
AB, English & Economics
People's United Bank 2013 - Present
The Washington Trust Company 2005 - 2013
The Managers Funds 2002 - 2005
Harbor Capital Management 2000 - 2002
Fleet Investment Advisors 1992 - 2000
Skills
Wealth Management, Investments, Financial Services, Banking, Mutual Funds, Portfolio Management, Asset Management, ETFs, Equities, Asset Managment, Credit, Commercial Lending, Alternative Investments, Fixed Income, Loans, Mergers & Acquisitions, Mortgage Lending, Private Banking, Securities, Strategic Financial..., Commercial Banking, Credit Analysis, Risk Management
Education
Trinity College-Hartford
MA, Economics/Finance
Dartmouth College 1981 — 1985
AB, English & Economics
Leo Soucy Leo Soucy's Fleet Investment Advisors Experience January 1984 - January 2002
Job VP/Investment Officer at Bath Savings Trust Company
Industry Investment Management
Experience
Bath Savings Trust Company April 2015 - Present
Key Private Bank April 2012 - April 2015
Androscoggin Trust and Investment Sevices February 2002 - May 2012
Fleet Investment Advisors January 1984 - January 2002
Skills
Investment Management, Wealth Management, Asset Allocation, Investments, Investment Strategies, Management, Banking, Trusts, Strategic Planning, Portfolio Management, Asset Management, Mutual Funds, Risk Management, Alternative Investments, Strategic Financial..., Endowments, Institutional...
Education
Southern New Hampshire University 1986 — 1989
MBA, Business Administration
University of Maine at Orono 1979 — 1983
BS, Business Management/Finance
Bath Savings Trust Company April 2015 - Present
Key Private Bank April 2012 - April 2015
Androscoggin Trust and Investment Sevices February 2002 - May 2012
Fleet Investment Advisors January 1984 - January 2002
Skills
Investment Management, Wealth Management, Asset Allocation, Investments, Investment Strategies, Management, Banking, Trusts, Strategic Planning, Portfolio Management, Asset Management, Mutual Funds, Risk Management, Alternative Investments, Strategic Financial..., Endowments, Institutional...
Education
Southern New Hampshire University 1986 — 1989
MBA, Business Administration
University of Maine at Orono 1979 — 1983
BS, Business Management/Finance
Gary J Friedmann, CFA, CFP, CIPM Gary J Friedmann, CFA, CFP, CIPM's Fleet Investment Advisors Experience March 1993 - May 2003
Job Vice President & Portfolio Manager at Rockland Trust Company
Industry Investment Management
Experience
Rockland Trust Company May 2011 - Present
Washington Trust Investors June 2003 - April 2011
Fleet Investment Advisors March 1993 - May 2003
Skills
Portfolio Management, Asset Managment, Investment Strategies, Wealth Management, Investments, Fixed Income, Equities, Strategic Financial..., Financial Analysis, Retirement, Risk Management, Asset Allocation, Investment Advisory, Mutual Funds, Investment Management, Asset Management
Education
State University of New York at Albany 1981 — 1985
BS, Finance Major, Economics Minor
Rockland Trust Company May 2011 - Present
Washington Trust Investors June 2003 - April 2011
Fleet Investment Advisors March 1993 - May 2003
Skills
Portfolio Management, Asset Managment, Investment Strategies, Wealth Management, Investments, Fixed Income, Equities, Strategic Financial..., Financial Analysis, Retirement, Risk Management, Asset Allocation, Investment Advisory, Mutual Funds, Investment Management, Asset Management
Education
State University of New York at Albany 1981 — 1985
BS, Finance Major, Economics Minor
daniel henderson daniel henderson's Fleet Investment Advisors Experience May 1989 - December 2001
Job Senior Financial Advisor, Wells Fargo Advisors
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2010 - May 2013
Sovereign Bank Wealth Management May 2002 - July 2009
Fleet Investment Advisors May 1989 - December 2001
Skills
Mutual Funds, Due Diligence, Alternative Investments, Strategic Financial..., Wealth Management, Strategy, Securities, Asset Allocation, Portfolio Management, Financial Analysis, Estate Planning, Series 7, Retirement, Series 63, Equities, Insurance, New Business Development, Banking, Retirement Planning, Investment Management, Capital Markets, Relationship Management, Leadership, Asset Managment, Asset Management, Fixed Income, Real Estate, Venture Capital, Negotiation, Financial Services, Valuation, Loans, Bloomberg, Investment Banking, Business Strategy, Credit, Executive Management, Mortgage Lending, Credit Analysis, Series 6, Customer Service, Strategic Planning, Investment Advisory, Trading, Business Development, Financial Modeling, Investments, Risk Management, Private Equity, Mergers & Acquisitions
Education
University of Massachusetts, Amherst 1970 — 1974
Business Administration
Bridgeton Academy 1969 — 1970
Morgan Stanley Smith Barney March 2010 - May 2013
Sovereign Bank Wealth Management May 2002 - July 2009
Fleet Investment Advisors May 1989 - December 2001
Skills
Mutual Funds, Due Diligence, Alternative Investments, Strategic Financial..., Wealth Management, Strategy, Securities, Asset Allocation, Portfolio Management, Financial Analysis, Estate Planning, Series 7, Retirement, Series 63, Equities, Insurance, New Business Development, Banking, Retirement Planning, Investment Management, Capital Markets, Relationship Management, Leadership, Asset Managment, Asset Management, Fixed Income, Real Estate, Venture Capital, Negotiation, Financial Services, Valuation, Loans, Bloomberg, Investment Banking, Business Strategy, Credit, Executive Management, Mortgage Lending, Credit Analysis, Series 6, Customer Service, Strategic Planning, Investment Advisory, Trading, Business Development, Financial Modeling, Investments, Risk Management, Private Equity, Mergers & Acquisitions
Education
University of Massachusetts, Amherst 1970 — 1974
Business Administration
Bridgeton Academy 1969 — 1970
Jon Hanlon Jon Hanlon's Fleet Investment Advisors Experience 1996 - 1999
Job Founder, Investment Analyst Research 360°
Industry Investment Management
Experience
Research 360° 2012 - Present
Independent Investment Research Firm 2005 - 2011
Moody, Lynn & Co. 1999 - 2000
Fleet Investment Advisors 1996 - 1999
Seaward Management 1994 - 1996
Skills
Investment Research, Due Diligence, Investment Analysis, Financial Modeling, Valuation, Investments, Strategic Planning, Equity Research, Hedge Funds, Alternative Investments, Equities, Business Strategy, Analysis, Portfolio Management, Asset Allocation, Investment Management
Education
Middlebury College 1989 — 1993
BA, Economics
Research 360° 2012 - Present
Independent Investment Research Firm 2005 - 2011
Moody, Lynn & Co. 1999 - 2000
Fleet Investment Advisors 1996 - 1999
Seaward Management 1994 - 1996
Skills
Investment Research, Due Diligence, Investment Analysis, Financial Modeling, Valuation, Investments, Strategic Planning, Equity Research, Hedge Funds, Alternative Investments, Equities, Business Strategy, Analysis, Portfolio Management, Asset Allocation, Investment Management
Education
Middlebury College 1989 — 1993
BA, Economics
Linda Fallon Linda Fallon's Fleet Investment Advisors Experience December 1985 - July 1994
Job Administrative Coordinator at Berkshire Hathaway HomeServicesNew England Properties
Industry Investment Management
Experience
Berkshire Hathaway HomeServices-New England Properties June 2013 - Present
YHB Investment Advisors June 2011 - September 2012
Save the Children November 2009 - May 2011
J.P. Morgan July 1994 - August 2009
Fleet Investment Advisors December 1985 - July 1994
Society for Saving, Hartford, CT April 1983 - December 1985
ConocoPhillips April 1980 - March 1983
McDermott International Inc. July 1978 - November 1979
Skills
Equities, Securities, Portfolio Management, Investments, Investment Management, Fixed Income, Asset Management, Cash Management, Credit, Finance, Trading, Wealth Management, Investment Strategies, Strategic Financial..., Financial Services, Financial Modeling, Capital Markets, Financial Markets, Analysis, Banking, Credit Analysis, Hedge Funds, Valuation, Bonds, Financial Analysis, Mutual Funds, Risk Management, Credit Risk, Alternative Investments, Corporate Finance, Financial Risk, Series 7, Relationship Management, Private Equity
Education
University of Notre Dame - Mendoza College of Business 1974 — 1976
MBA, Finance
Saint Joseph College 1970 — 1974
BA, English, history, education
Berkshire Hathaway HomeServices-New England Properties June 2013 - Present
YHB Investment Advisors June 2011 - September 2012
Save the Children November 2009 - May 2011
J.P. Morgan July 1994 - August 2009
Fleet Investment Advisors December 1985 - July 1994
Society for Saving, Hartford, CT April 1983 - December 1985
ConocoPhillips April 1980 - March 1983
McDermott International Inc. July 1978 - November 1979
Skills
Equities, Securities, Portfolio Management, Investments, Investment Management, Fixed Income, Asset Management, Cash Management, Credit, Finance, Trading, Wealth Management, Investment Strategies, Strategic Financial..., Financial Services, Financial Modeling, Capital Markets, Financial Markets, Analysis, Banking, Credit Analysis, Hedge Funds, Valuation, Bonds, Financial Analysis, Mutual Funds, Risk Management, Credit Risk, Alternative Investments, Corporate Finance, Financial Risk, Series 7, Relationship Management, Private Equity
Education
University of Notre Dame - Mendoza College of Business 1974 — 1976
MBA, Finance
Saint Joseph College 1970 — 1974
BA, English, history, education
Tom Howe's Fleet Investment Advisors Experience 1972 - 1996
Job President at Webster Investment Services
Industry Financial Services
Experience
Webster Investment Services 1998 - Present
Webster Bank 1998 - Present
Bank Insurance Securities Association 2002 - Present
Citizens Financial Group 1996 - 1997
Fleet Investment Advisors 1972 - 1996
Bank of America 1972 - 1996
Skills
Banking, Small Business Lending, Wealth Management, Portfolio Management, Commercial Lending, Credit, Series 7, Investments, Commercial Banking, Loans, Consumer Lending, Mortgage Lending, Risk Management, Credit Analysis, FINRA, Retail Banking, Mutual Funds, Securities, Asset Managment, Credit Risk
Education
University of Rhode Island 1974 — 1979
Master of Business Administration (MBA), Finance, General
College of the Holy Cross 1967 — 1972
Bachelor of Arts (B.A.), English
Webster Investment Services 1998 - Present
Webster Bank 1998 - Present
Bank Insurance Securities Association 2002 - Present
Citizens Financial Group 1996 - 1997
Fleet Investment Advisors 1972 - 1996
Bank of America 1972 - 1996
Skills
Banking, Small Business Lending, Wealth Management, Portfolio Management, Commercial Lending, Credit, Series 7, Investments, Commercial Banking, Loans, Consumer Lending, Mortgage Lending, Risk Management, Credit Analysis, FINRA, Retail Banking, Mutual Funds, Securities, Asset Managment, Credit Risk
Education
University of Rhode Island 1974 — 1979
Master of Business Administration (MBA), Finance, General
College of the Holy Cross 1967 — 1972
Bachelor of Arts (B.A.), English
Bill Evans, CFA's Fleet Investment Advisors Experience December 1998 - May 2002
Job Portfolio Manager and Senior Vice President at U.S. Trust
Industry Investment Management
Experience
U.S. Trust April 2013 - Present
ING May 2002 - 2012
ING May 2002 - May 2005
Fleet Investment Advisors December 1998 - May 2002
Fleet Investment Advisors May 1997 - December 1998
Fleet Financial Group July 1994 - May 1997
Skills
Asset Allocation, Investments, Portfolio Management, Mutual Funds, Alternative Investments, Analysis, Equities, Financial Services, Hedge Funds, Investment Management, Management, Series 7, Investment Strategies
Education
Providence College 1990 — 1994
Bachelor of Arts (B.A.), Economics
Providence College 1990 — 1994
Bachelor of Arts (B.A.), Economics
U.S. Trust April 2013 - Present
ING May 2002 - 2012
ING May 2002 - May 2005
Fleet Investment Advisors December 1998 - May 2002
Fleet Investment Advisors May 1997 - December 1998
Fleet Financial Group July 1994 - May 1997
Skills
Asset Allocation, Investments, Portfolio Management, Mutual Funds, Alternative Investments, Analysis, Equities, Financial Services, Hedge Funds, Investment Management, Management, Series 7, Investment Strategies
Education
Providence College 1990 — 1994
Bachelor of Arts (B.A.), Economics
Providence College 1990 — 1994
Bachelor of Arts (B.A.), Economics
Gerard Mihalick, CFA's Fleet Investment Advisors Experience 1992 - 1995
Job Vice President at Berkshire Asset Management
Industry Investment Management
Experience
Berkshire Asset Management February 1995 - Present
fleet investment advisors 1992 - 1995
Skills
Investment Strategies, Entrepreneurship, Portfolio Management, Equities, Asset Management
Education
Gettysburg College 1986 — 1990
Berkshire Asset Management February 1995 - Present
fleet investment advisors 1992 - 1995
Skills
Investment Strategies, Entrepreneurship, Portfolio Management, Equities, Asset Management
Education
Gettysburg College 1986 — 1990
Brad Dorman's Fleet Investment Advisors Experience January 1995 - May 2004
Job Managing Partner at WhaleRock Point partners, LLC.
Industry Investment Management
Experience
WhaleRock Point Partners, LLC. May 2006 - Present
Bank of America Private Wealth Management June 2004 - May 2006
Fleet Investment Advisors January 1995 - May 2004
Skills
Investments, Leadership, Portfolio Management, Equities, Wealth Management, Alternative Investments, Investment Management, Investment Advisory, Asset Allocation, Hedge Funds, Asset Managment, Private Equity, Asset Management, Series 7, Investment Strategies, Fixed Income
Education
University of Wisconsin-Madison 1984 — 1987
Doctor of Law (J.D.)
Harvard University 1980 — 1984
A.B., Economics
Kent School 1977 — 1980
WhaleRock Point Partners, LLC. May 2006 - Present
Bank of America Private Wealth Management June 2004 - May 2006
Fleet Investment Advisors January 1995 - May 2004
Skills
Investments, Leadership, Portfolio Management, Equities, Wealth Management, Alternative Investments, Investment Management, Investment Advisory, Asset Allocation, Hedge Funds, Asset Managment, Private Equity, Asset Management, Series 7, Investment Strategies, Fixed Income
Education
University of Wisconsin-Madison 1984 — 1987
Doctor of Law (J.D.)
Harvard University 1980 — 1984
A.B., Economics
Kent School 1977 — 1980
Gail Eddleston's Fleet Investment Advisors Experience 1987 - 2001
Job Independent Executive Assistant at .
Industry Executive Office
Experience
Wardwell Braiding Machine Company 2006 - 2009
Plymouth State University 2001 - 2006
Fleet Investment Advisors 1987 - 2001
Skills
Customer Relations, Microsoft Office, Excel, PowerPoint, Event Management, Problem Solving, Administration, Customer Service, Banking, Microsoft Excel, Human Resources, Microsoft Word, Research, Event Planning
Education
Providence College
Liberal Arts
Wardwell Braiding Machine Company 2006 - 2009
Plymouth State University 2001 - 2006
Fleet Investment Advisors 1987 - 2001
Skills
Customer Relations, Microsoft Office, Excel, PowerPoint, Event Management, Problem Solving, Administration, Customer Service, Banking, Microsoft Excel, Human Resources, Microsoft Word, Research, Event Planning
Education
Providence College
Liberal Arts
Daniel Sperrazza's Fleet Investment Advisors Experience January 1996 - August 2002
Job Managing Partner at LakeWater Capital LLC
Industry Investment Management
Experience
LakeWater Capital LLC January 2014 - Present
Green Eagle Capital LLC July 2004 - January 2014
Northern Trust Global Investments August 2002 - June 2004
Fleet Investment Advisors January 1996 - August 2002
Aetna Life & Casualty August 1988 - December 1995
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA
State University of New York at Buffalo - School of Management 1984 — 1988
BS, Business Administration
LakeWater Capital LLC January 2014 - Present
Green Eagle Capital LLC July 2004 - January 2014
Northern Trust Global Investments August 2002 - June 2004
Fleet Investment Advisors January 1996 - August 2002
Aetna Life & Casualty August 1988 - December 1995
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA
State University of New York at Buffalo - School of Management 1984 — 1988
BS, Business Administration
Mary McGoldrick's Fleet Investment Advisors Experience August 1988 - November 2002
Job Senior Vice President at The Washington Trust Company (retired)
Industry Banking
Experience
The Washington Trust Company November 2002 - May 2013
Fleet Investment Advisors August 1988 - November 2002
Education
Bryant University 1974 — 1978
MBA, Management
Trinity University-Washington 1967 — 1971
The Washington Trust Company November 2002 - May 2013
Fleet Investment Advisors August 1988 - November 2002
Education
Bryant University 1974 — 1978
MBA, Management
Trinity University-Washington 1967 — 1971
Jeffrey M. Harris's Fleet Investment Advisors Experience 1990 - 1995
Job President & CEO at JMH Wealth Management, LLC
Industry Investment Management
Experience
JMH Wealth Management, LLC 2006 - Present
American Trust Company 1995 - 2006
Fleet Investment Advisors 1990 - 1995
Education
The George Washington University - School of Business 1981 — 1984
M.B.A., Finance and Investments
University of Pittsburgh 1973 — 1977
B.A., Economics
University of Leeds 1975 — 1976
Economics
JMH Wealth Management, LLC 2006 - Present
American Trust Company 1995 - 2006
Fleet Investment Advisors 1990 - 1995
Education
The George Washington University - School of Business 1981 — 1984
M.B.A., Finance and Investments
University of Pittsburgh 1973 — 1977
B.A., Economics
University of Leeds 1975 — 1976
Economics
Richard Cavanagh's Fleet Investment Advisors Experience October 2000 - January 2004
Job Partner, Portfolio Manager, Director of Operations and Compliance at WhaleRock Point Partners, LLC
Industry Investment Management
Experience
WhaleRock Point Partners LLC May 2006 - Present
Washington Trust Investors January 2004 - May 2006
Fleet Investment Advisors October 2000 - January 2004
Fleet Private Clients Group March 1998 - October 2000
The Phoenix Companies, Inc. 1988 - 1998
Skills
Microsoft Office Expert, Portfolio Management, Asset Managment, Asset Allocation, Fixed Income, Equities, Investments, Wealth Management, Alternative Investments, Hedge Funds, Loans, Investment Management, Securities, Bonds, Investment Banking, Investment Strategies, Asset Management, Finance, High Net Worth..., Management, Series 7, Private Equity, Investment Advisory
Education
Harvard University 1980 — 1984
A.B., Biology
Cranston High School East 1976 — 1979
High School, College Prep
WhaleRock Point Partners LLC May 2006 - Present
Washington Trust Investors January 2004 - May 2006
Fleet Investment Advisors October 2000 - January 2004
Fleet Private Clients Group March 1998 - October 2000
The Phoenix Companies, Inc. 1988 - 1998
Skills
Microsoft Office Expert, Portfolio Management, Asset Managment, Asset Allocation, Fixed Income, Equities, Investments, Wealth Management, Alternative Investments, Hedge Funds, Loans, Investment Management, Securities, Bonds, Investment Banking, Investment Strategies, Asset Management, Finance, High Net Worth..., Management, Series 7, Private Equity, Investment Advisory
Education
Harvard University 1980 — 1984
A.B., Biology
Cranston High School East 1976 — 1979
High School, College Prep
Deborah Daly, CFA's Fleet Investment Advisors Experience 1996 - 2000
Job Independent Investment Professional
Industry Investment Management
Experience
Wellington Management 2007 - February 2011
Wellington Management 2000 - 2007
Fleet Investment Advisors 1996 - 2000
State Street Bank 1995 - 1996
Skills
Fixed Income, Business Management, Client Service, Investments, Portfolio Management, Client Services, Financial Services, Mutual Funds, Bloomberg
Education
University of New Hampshire - Whittemore School of Business and Economics 1991 — 1995
Bachelors of Science, Business Administration, Spanish
Wellington Management 2007 - February 2011
Wellington Management 2000 - 2007
Fleet Investment Advisors 1996 - 2000
State Street Bank 1995 - 1996
Skills
Fixed Income, Business Management, Client Service, Investments, Portfolio Management, Client Services, Financial Services, Mutual Funds, Bloomberg
Education
University of New Hampshire - Whittemore School of Business and Economics 1991 — 1995
Bachelors of Science, Business Administration, Spanish
Jeff Zipper's Fleet Investment Advisors Experience 1997 - 2001
Job Managing Director of Investments Florida. Private Client Reserve of U.S. Bank
Industry Investment Management
Experience
Private Client Reserve of U.S. Bank December 2013 - Present
PNC Wealth Management August 2008 - December 2013
SunTrust 2001 - 2008
Fleet Investment Advisors 1997 - 2001
PaineWebber 1991 - 1993
New Jersey Turnpikes -USBL (United States Basketball League) 1991 - 1992
Skills
Management, Financial Markets, High Net Worth..., Asset Allocation, Investment Management, Portfolio Management, Wealth Management, Equities, Mutual Funds, Alternative Investments, Asset Management, Investments
Education
Sawyer Business School- Suffolk University, Boston, MA
Master of Business Administration (M.B.A.)
State University of New York at Albany
Bachelor’s Degree
State University of New York at Cortland
Private Client Reserve of U.S. Bank December 2013 - Present
PNC Wealth Management August 2008 - December 2013
SunTrust 2001 - 2008
Fleet Investment Advisors 1997 - 2001
PaineWebber 1991 - 1993
New Jersey Turnpikes -USBL (United States Basketball League) 1991 - 1992
Skills
Management, Financial Markets, High Net Worth..., Asset Allocation, Investment Management, Portfolio Management, Wealth Management, Equities, Mutual Funds, Alternative Investments, Asset Management, Investments
Education
Sawyer Business School- Suffolk University, Boston, MA
Master of Business Administration (M.B.A.)
State University of New York at Albany
Bachelor’s Degree
State University of New York at Cortland
Valerie H. Connolly, CFA's Fleet Investment Advisors Experience March 1998 - January 2000
Job Senior Advisor at HTG Investment Advisors Inc.
Industry Investment Management
Experience
HTG Investment Advisors Inc. May 2011 - Present
Krauss Whiting Capital Advisors LLC July 2009 - May 2011
Merrill Lynch June 2007 - February 2009
U.S. Trust January 2000 - December 2005
Fleet Investment Advisors March 1998 - January 2000
Education
The University of Chicago Booth School of Business 1976 — 1979
MBA
Wellesley College 1972 — 1976
AB, Economics and Psychology
HTG Investment Advisors Inc. May 2011 - Present
Krauss Whiting Capital Advisors LLC July 2009 - May 2011
Merrill Lynch June 2007 - February 2009
U.S. Trust January 2000 - December 2005
Fleet Investment Advisors March 1998 - January 2000
Education
The University of Chicago Booth School of Business 1976 — 1979
MBA
Wellesley College 1972 — 1976
AB, Economics and Psychology
Angela Faria's Fleet Investment Advisors Experience March 1996 - April 1997
Job Financial Services Professional
Industry Financial Services
Experience
J.P. Morgan August 2013 - Present
Loomis, Sayles & Company July 2012 - August 2013
Credit Suisse April 2004 - August 2011
Goldman Sachs October 1997 - April 2004
Fleet Investment Advisors March 1996 - April 1997
Skills
Microsoft Office, Bloomberg, Bonds, Sales Support, Securities Lending, Fixed Income, Customer Service, Settlement, Back Office, Investments, Securities, Middle Office, Sales Operations
Education
University of New Hampshire - Whittemore School of Business and Economics
BA, Economics
J.P. Morgan August 2013 - Present
Loomis, Sayles & Company July 2012 - August 2013
Credit Suisse April 2004 - August 2011
Goldman Sachs October 1997 - April 2004
Fleet Investment Advisors March 1996 - April 1997
Skills
Microsoft Office, Bloomberg, Bonds, Sales Support, Securities Lending, Fixed Income, Customer Service, Settlement, Back Office, Investments, Securities, Middle Office, Sales Operations
Education
University of New Hampshire - Whittemore School of Business and Economics
BA, Economics