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Profil
Mr. George Wallace is a Managing Director at Sheeley & Partners Wealth Management LLC.
He has over
40 years experience in the area of Trust and Investment services.
Mr. Wallace started his career at Fleet Bank in 1963.
In 1983, he joined New England Trust Company as a Portfolio Manager, and during the past 20 years served in various capacities such as Chairman of the Investment Policy Committee, Chief Investment Officer and most recently Executive Vice President.
Prior to his association with New England Trust, he was affiliated with the First National Bank of Rockford Illinois, as a Vice President, and BMC Durfee Trust Company in Fall River, Massachusetts, as a Senior Trust Officer.
He received his Bachelor of Science degree from the University of Rhode Island.
Ehemalige bekannte Positionen von George Wallace
| Unternehmen | Position | Ende |
|---|---|---|
Sheeley & Partners Wealth Management LLC
 Sheeley & Partners Wealth Management LLC Investment ManagersFinance Sheeley & Partners offers a wide spectrum of investment management strategies. The particular mix of securities in a portfolio should complement specific investment goals as well as the client's risk tolerance. Portfolios are constructed from an economic rationale for diversified sources of return. They utilize a combination of stocks, individual bonds, and broadly diversified smart beta and multi-factor exchange-traded-funds (ETFs), and to a lesser extent, specialized mutual funds. | Portfolio Manager-Aktien | 30.10.2019 |
Fleet Bank, NA (Hartford, Connecticut)
 Fleet Bank, NA (Hartford, Connecticut) Major BanksFinance Nationally chartered commercial bank | Corporate Officer/Principal | 31.12.1982 |
First National Bank (Ames, Iowa)
 First National Bank (Ames, Iowa) Major BanksFinance Operates as a bank holding company whose subsidiaries provides national chartered banking services | Corporate Officer/Principal | - |
New England Trust Co.
 New England Trust Co. Regional BanksFinance Trust & financial services bank | Chief Investment Officer | - |
Ausbildung von George Wallace
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
9
Beziehungen ersten Grades
5
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 5 |
|---|---|
Sheeley & Partners Wealth Management LLC
Sheeley & Partners Wealth Management LLC Investment ManagersFinance Sheeley & Partners offers a wide spectrum of investment management strategies. The particular mix of securities in a portfolio should complement specific investment goals as well as the client's risk tolerance. Portfolios are constructed from an economic rationale for diversified sources of return. They utilize a combination of stocks, individual bonds, and broadly diversified smart beta and multi-factor exchange-traded-funds (ETFs), and to a lesser extent, specialized mutual funds. | Finance |
New England Trust Co.
New England Trust Co. Regional BanksFinance Trust & financial services bank | Finance |
University of Rhode Island
 University of Rhode Island Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Fleet Bank, NA (Hartford, Connecticut)
Fleet Bank, NA (Hartford, Connecticut) Major BanksFinance Nationally chartered commercial bank | Finance |
First National Bank (Ames, Iowa)
First National Bank (Ames, Iowa) Major BanksFinance Operates as a bank holding company whose subsidiaries provides national chartered banking services | Finance |
