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Timothy Francis Shanahan
Gründer bei Compass Capital Corp. (Massachusetts)
Aktive Positionen von Timothy Francis Shanahan
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Compass Capital Corp. (Massachusetts)
![]() Compass Capital Corp. (Massachusetts) Investment ManagersFinance Compass Capital Corp. is a registered investment advisor headquartered in Braintree, Massachusetts. The firm was founded by Timothy Shanahan in 1984 and is a wholly-owned subsidiary of Compass Holding Group, Inc. Compass Capital provides personalized financial planning and investment management to individuals, pension and profit sharing plans, trusts,-estates, charitable organizations and small businesses. | Chief Investment Officer | 01.01.1984 | - |
Compliance Officer | 01.01.1984 | - | |
Gründer | 01.01.1984 | - | |
Portfolio Manager-Aktien | 01.01.1984 | - | |
Portfolio Manager-Fixed Income | 01.01.1984 | - | |
Präsident | 01.01.1984 | - |
Karriereverlauf von Timothy Francis Shanahan
Ehemalige bekannte Positionen von Timothy Francis Shanahan
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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 | 01.01.1991 | 31.12.1993 |
Cavalier Investments LLC
![]() Cavalier Investments LLC Investment ManagersFinance Cavalier Investments LLC (do-business-as Adaptive Investments) is a SEC-registered investment advisor headquartered in Alpharetta, Goergia. The firm was founded by Greg Rutherford in 2015 and is owned by Cavalier16, Inc. Adaptive Investments provides discretionary investment advisory services through open-end mutual funds that focus on capital appreciation, income, downside protection and real return. | Finanzdirektor/CFO | - | - |
Portfolio Manager-Aktien | - | - | |
Portfolio Manager-Fixed Income | - | - |
Ausbildung von Timothy Francis Shanahan
Suffolk University Law School | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 5 |
Operativ
Portfolio Manager-Equities | 2 |
Portfolio Manager-Fixed Income | 2 |
Chief Investment Officer | 1 |
Sektoral
Finance | 4 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 3 |
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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 |
Compass Capital Corp. (Massachusetts)
![]() Compass Capital Corp. (Massachusetts) Investment ManagersFinance Compass Capital Corp. is a registered investment advisor headquartered in Braintree, Massachusetts. The firm was founded by Timothy Shanahan in 1984 and is a wholly-owned subsidiary of Compass Holding Group, Inc. Compass Capital provides personalized financial planning and investment management to individuals, pension and profit sharing plans, trusts,-estates, charitable organizations and small businesses. | Finance |
Cavalier Investments LLC
![]() Cavalier Investments LLC Investment ManagersFinance Cavalier Investments LLC (do-business-as Adaptive Investments) is a SEC-registered investment advisor headquartered in Alpharetta, Goergia. The firm was founded by Greg Rutherford in 2015 and is owned by Cavalier16, Inc. Adaptive Investments provides discretionary investment advisory services through open-end mutual funds that focus on capital appreciation, income, downside protection and real return. | Finance |