Profil
Mr. Jeffrey S.
Berry is Vice President & Director-Business Development at Breckinridge Capital Advisors, Inc. Prior to joining Breckinridge in 2010, Mr. Berry joined Seaward in the Spring of 2005 after five years as Managing Director of institutional marketing at David L.
Babson, and eighteen years at State Street Bank.
He began his investment career in 1982 in the Capital Markets Division at State Street Bank marketing taxable investments to institutions.
He moved into an institutional tax-exempt debt marketing role in 1985, before joining the Municipal Finance area with tax-exempt banking and product development responsibilities in 1991.
In 1993, he moved to a newly created, division-wide marketing role, primarily focused on business development with investment managers, in the highly profitable foreign exchange trading group.
This role subsequently transitioned into the marketing of Global Link, an interactive electronic foreign exchange trading and investment product delivery platform in 1997, focused on different aspects of international investing.
Mr. Berry graduated in 1979 from the University of Vermont.
He, his wife, and their three children live in Hamilton, Massachusetts, where he has been involved in different school and youth sports activities, as well as alumni activities for the University of Vermont.
Ehemalige bekannte Positionen von Jeffrey S. Berry
Unternehmen | Position | Ende |
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Prio Wealth LP
Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | Portfolio Manager-Aktien | 31.12.2008 |
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 | - |
Breckinridge Capital Advisors, Inc.
Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge Capital Management, Inc. (Breckinridge) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Diego, California. The firm was founded in 1993 by Peter Coffin. Breckinridge provides investment-grade fixed income portfolio management services for high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. | Corporate Officer/Principal | 07.09.2011 |
Ausbildung von Jeffrey S. Berry
University of Vermont | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Unternehmensverbindungen
Private Unternehmen | 3 |
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Prio Wealth LP
Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | Finance |
Breckinridge Capital Advisors, Inc.
Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge Capital Management, Inc. (Breckinridge) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Diego, California. The firm was founded in 1993 by Peter Coffin. Breckinridge provides investment-grade fixed income portfolio management services for high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. | 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 |