Tom Reilly
Vorstandsvorsitzender bei Fernwood Investment Management LLC
Profil
Mr. Thomas P.
Reilly is a Founder & Managing Member at Fernwood Investment Management LLC.
He has over 40 years of experience in investment management and financial services.
Mr. Reilly founded Fernwood Investment Management in 2003 and is responsible for portfolio management and the strategic direction of the firm's operations and investments.
Before establishing Fernwood, he held positions at Bainco International Investors where he was a Partner and Senior Research Analyst for five years.
Prior to that, he was at Merrill Lynch for 22 years where he worked with corporations and high net worth individuals on equity strategies, asset allocation, and portfolio analysis.
Mr. Reilly received his Bachelor of Science degree in Biology from Boston College.
Aktive Positionen von Tom Reilly
| Unternehmen | Position | Beginn |
|---|---|---|
Fernwood Investment Management LLC
 Fernwood Investment Management LLC Investment ManagersFinance Fernwood Investment Management LLC (Fernwood) is an independent wealth management firm and registered investment advisor headquartered in Quincy, Massachusetts. The firm was founded by Tom Reilly in 2003. Fernwood provides wealth management services and personalized advice for individuals, families, foundations, and endowments. | Vorstandsvorsitzender | 01.06.2003 |
Ehemalige bekannte Positionen von Tom Reilly
| Unternehmen | Position | Ende |
|---|---|---|
Bainco International Investors LLC
 Bainco International Investors LLC Investment ManagersFinance Bainco International Investors LLC (Bainco) is a wealth management firm headquartered in Boston, Massachusetts. It was founded by Samuel Bain in 1987. The firm was acquired by Cerity Partners LLC in 2021. Bainco provides asset management services to high-net worth individuals and families as well as their related trusts, foundations, partnerships, retirement accounts and insurance policies. | Analyst-Equity | 31.12.2002 |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
| Boston College | Corporate Officer/Principal | - |
| Regis College | Corporate Officer/Principal | - |
Ausbildung von Tom Reilly
| Boston College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Fernwood Investment Management LLC
Fernwood Investment Management LLC Investment ManagersFinance Fernwood Investment Management LLC (Fernwood) is an independent wealth management firm and registered investment advisor headquartered in Quincy, Massachusetts. The firm was founded by Tom Reilly in 2003. Fernwood provides wealth management services and personalized advice for individuals, families, foundations, and endowments. | Finance |
Bainco International Investors LLC
Bainco International Investors LLC Investment ManagersFinance Bainco International Investors LLC (Bainco) is a wealth management firm headquartered in Boston, Massachusetts. It was founded by Samuel Bain in 1987. The firm was acquired by Cerity Partners LLC in 2021. Bainco provides asset management services to high-net worth individuals and families as well as their related trusts, foundations, partnerships, retirement accounts and insurance policies. | Finance |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
