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Don Clarke
Gestor de Cartera-Acciones en Crestwood Advisors Group LLC .
Cargos activos de Don Clarke
Empresas | Cargo | Inicio | Fin |
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Crestwood Advisors Group LLC
![]() Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments. | Gestor de Cartera-Acciones | 01/08/2023 | - |
Historial de carrera de Don Clarke
Antiguos cargos conocidos de Don Clarke.
Empresas | Cargo | Inicio | Fin |
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James Caird, Inc.
![]() James Caird, Inc. Investment ManagersFinance James Caird, Inc. is an investment manager headquartered in Providence, Rhode Island. Formerly known as Endurance Wealth Management, Inc., the firm was founded by J. Michael Costello in 1997. They were acquired by Crestwood Advisors Group LLC in 2023 and is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). James Caird provides investment advisory services and manages investment advisory accounts on a discretionary basis for high-net-worth individuals and families, entrepreneurs, pensions and profit-sharing plans, trusts, estates, charitable organizations and corporations or other business organizations. | Analyst-Equity | 01/10/2009 | 01/08/2023 |
Miembro del Comité de Inversión | 01/10/2009 | 01/08/2023 | |
Gestor de Cartera-Acciones | 01/10/2009 | 01/08/2023 | |
Treasurer | 01/10/2009 | 01/08/2023 | |
Equitable Financial Life Insurance Co.
![]() Equitable Financial Life Insurance Co. Investment Trusts/Mutual FundsMiscellaneous Equitable Life Insurance Co. provides investment advice. Its products include life insurance, retirement, retirement plans for employers and investments. The company was founded by Henry Hyde in 1859 and is headquartered in New York, NY. | Corporate Officer/Principal | - | - |
Arlen Capital LLC (Rhode Island)
![]() Arlen Capital LLC (Rhode Island) Investment ManagersFinance Part of Arlen Corp., Arlen Capital LLC is a company based in Warwick, RI that provides investment advice. | Corporate Officer/Principal | - | - |
Formación de Don Clarke.
Skidmore College | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 6 |
Operativa
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 2 |
Analyst-Equity | 1 |
Sectorial
Finance | 4 |
Consumer Services | 2 |
Miscellaneous | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 4 |
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James Caird, Inc.
![]() James Caird, Inc. Investment ManagersFinance James Caird, Inc. is an investment manager headquartered in Providence, Rhode Island. Formerly known as Endurance Wealth Management, Inc., the firm was founded by J. Michael Costello in 1997. They were acquired by Crestwood Advisors Group LLC in 2023 and is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). James Caird provides investment advisory services and manages investment advisory accounts on a discretionary basis for high-net-worth individuals and families, entrepreneurs, pensions and profit-sharing plans, trusts, estates, charitable organizations and corporations or other business organizations. | Finance |
Arlen Capital LLC (Rhode Island)
![]() Arlen Capital LLC (Rhode Island) Investment ManagersFinance Part of Arlen Corp., Arlen Capital LLC is a company based in Warwick, RI that provides investment advice. | Finance |
Equitable Financial Life Insurance Co.
![]() Equitable Financial Life Insurance Co. Investment Trusts/Mutual FundsMiscellaneous Equitable Life Insurance Co. provides investment advice. Its products include life insurance, retirement, retirement plans for employers and investments. The company was founded by Henry Hyde in 1859 and is headquartered in New York, NY. | Miscellaneous |
Crestwood Advisors Group LLC
![]() Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments. | Finance |
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