Thomas Manning
Vorstandsvorsitzender bei F.L. Putnam Investment Management Co.
Aktive Positionen von Thomas Manning
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
F.L. Putnam Investment Management Co.
F.L. Putnam Investment Management Co. Investment ManagersFinance F.L. Putnam Investment Management Co. is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. It has additional offices in Portland, Maine; Providence, Rhode Island and Wolfeboro, New Hampshire. The firm was founded in 1983 and is a subsidiary of F.L. Putnam Securities Co., Inc. F.L. They provides discretionary and non-discretionary investment management, investment advisory, investment consulting and financial planning services to individuals and their families as well as foundations, endowments, secondary schools, universities, religious organizations and corporations. | Direktor/Vorstandsmitglied | 01.11.2015 | - |
Vorstandsvorsitzender | 01.11.2015 | - | |
Präsident | 01.11.2015 | - |
Karriereverlauf von Thomas Manning
Ehemalige bekannte Positionen von Thomas Manning
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Chief Investment Officer | 01.10.2014 | 01.11.2015 |
Banyan Partners LLC
Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans. | Chief Investment Officer | 01.08.2013 | 01.10.2014 |
Portfolio Manager-Aktien | 01.08.2013 | 01.10.2014 | |
Portfolio Manager-Fixed Income | 01.08.2013 | 01.10.2014 | |
Silver Bridge Capital Management LLC
Silver Bridge Capital Management LLC Investment ManagersFinance Founded in 1988, Silver Bridge Capital Management LLC, formerly Hale & Dorr Capital Management, is a registered investment advisor firm located in Boston. They are a subsidiary of Banyan Partners LLC. | Vorstandsvorsitzender | 01.05.2007 | 01.08.2013 |
Chief Investment Officer | 01.05.2007 | 01.08.2013 | |
Trading-Equity | 01.05.2007 | 01.08.2013 | |
Portfolio Manager-Aktien | 01.05.2007 | 01.08.2013 | |
Portfolio Manager-Fixed Income | 01.05.2007 | 01.08.2013 | |
Präsident | 01.05.2007 | 01.08.2013 | |
Trading-Fixed Income | 01.05.2007 | 01.08.2013 | |
FleetBoston Financial Corp.
FleetBoston Financial Corp. Major BanksFinance Headquartered in Boston, Fleet offers comprehensive investment management services to individuals with $1 million or more in assets. Investment advisors from Fleet Investment Advisors work as a team with relationship managers from Fleet Private Clients Group to provide integrated financial management that addresses the specific needs of individuals and families - from investment management to trust, retirement wealth management, credit, and banking services. Fleet National Bank is a wholly owned subsidiary of Fleet Boston Financial Corp. | Corporate Officer/Principal | 01.01.2000 | - |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | - | - |
Columbia Management Advisors, Inc.
Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Group, Inc. provides asset management services. The company administers discretionary investment accounts for corporations, foundations, pension and benefit plans and endowments. The company also assists in tax and estate planning and portfolio management for high-net-worth individuals. Columbia Management Group is headquartered in Boston, MA | Head-Equity Investments | - | - |
Ausbildung von Thomas Manning
Boston College | Graduate Degree |
Clark University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 10 |
Operativ
Chief Investment Officer | 3 |
Chief Executive Officer | 2 |
Portfolio Manager-Equities | 2 |
Sektoral
Finance | 8 |
Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Börsennotierte Unternehmen | 1 |
---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
Private Unternehmen | 6 |
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Columbia Management Advisors, Inc.
Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Group, Inc. provides asset management services. The company administers discretionary investment accounts for corporations, foundations, pension and benefit plans and endowments. The company also assists in tax and estate planning and portfolio management for high-net-worth individuals. Columbia Management Group is headquartered in Boston, MA | Finance |
Silver Bridge Capital Management LLC
Silver Bridge Capital Management LLC Investment ManagersFinance Founded in 1988, Silver Bridge Capital Management LLC, formerly Hale & Dorr Capital Management, is a registered investment advisor firm located in Boston. They are a subsidiary of Banyan Partners LLC. | Finance |
FleetBoston Financial Corp.
FleetBoston Financial Corp. Major BanksFinance Headquartered in Boston, Fleet offers comprehensive investment management services to individuals with $1 million or more in assets. Investment advisors from Fleet Investment Advisors work as a team with relationship managers from Fleet Private Clients Group to provide integrated financial management that addresses the specific needs of individuals and families - from investment management to trust, retirement wealth management, credit, and banking services. Fleet National Bank is a wholly owned subsidiary of Fleet Boston Financial Corp. | Finance |
Banyan Partners LLC
Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans. | Finance |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Finance |
F.L. Putnam Investment Management Co.
F.L. Putnam Investment Management Co. Investment ManagersFinance F.L. Putnam Investment Management Co. is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. It has additional offices in Portland, Maine; Providence, Rhode Island and Wolfeboro, New Hampshire. The firm was founded in 1983 and is a subsidiary of F.L. Putnam Securities Co., Inc. F.L. They provides discretionary and non-discretionary investment management, investment advisory, investment consulting and financial planning services to individuals and their families as well as foundations, endowments, secondary schools, universities, religious organizations and corporations. | Finance |
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