Gregory A. Lally
Director/Miembro de la Junta en Trustees of Thayer Academy .
Perfil
Mr. Gregory A.
Lally is Senior Vice President & Fixed Income Portfolio Manager at Appleton Partners, Inc. He is also municipal bond analyst of the firm.
He is directly responsible for the management of the Unified Managed Account product and assists in the management of the core bond strategies.
In his capacity as member of firm’s Fixed Income Investment Committee, he oversees various portfolio analysis and performance measurement activities within the firm.
Additionally, he plays a dynamic role in maintaining existing relationships with firm’s Institutional Consultant network, and developing new ones.
Prior to his role in the Fixed Income Department, he was an integral part of the Systems and Operations team of the firm.
He joined the firm in 1997.
He holds a B.A.
in Economics from Boston College and a M.S.
in Investment Management from Boston University.
Cargos activos de Gregory A. Lally
| Empresas | Cargo | Inicio |
|---|---|---|
Appleton Partners, Inc.
 Appleton Partners, Inc. Investment ManagersFinance Appleton Partners, Inc. (Appleton) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1987 by Douglas Chamberlain and Kathleen Burge. Appleton provides portfolio management services to individuals, high net-worth individuals, charitable organizations, foundations or endowments, state or municipal governments, corporations or other businesses and clients from third-party platforms and/or third-party managers. | Analista-Renta Fija | 01/01/1997 |
Trustees of Thayer Academy
 Trustees of Thayer Academy Miscellaneous Commercial ServicesCommercial Services The Thayer Academy provides educational services. It regulates student enrollment requirements and establishes educational standards, procedures, and curriculum. The firm offers college preparatory education that attracts students from diverse social, ethnic, economic, and academic backgrounds. The company was founded in 1877 and is headquartered in Braintree, MA. | Director/Miembro de la Junta | - |
Formación de Gregory A. Lally.
| Boston University | Graduate Degree |
| Boston College | Undergraduate Degree |
Experiencias
Funciones ocupadas
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Empresas cotizadas
Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Appleton Partners, Inc.
Appleton Partners, Inc. Investment ManagersFinance Appleton Partners, Inc. (Appleton) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1987 by Douglas Chamberlain and Kathleen Burge. Appleton provides portfolio management services to individuals, high net-worth individuals, charitable organizations, foundations or endowments, state or municipal governments, corporations or other businesses and clients from third-party platforms and/or third-party managers. | Finance |
Trustees of Thayer Academy
Trustees of Thayer Academy Miscellaneous Commercial ServicesCommercial Services The Thayer Academy provides educational services. It regulates student enrollment requirements and establishes educational standards, procedures, and curriculum. The firm offers college preparatory education that attracts students from diverse social, ethnic, economic, and academic backgrounds. The company was founded in 1877 and is headquartered in Braintree, MA. | Commercial Services |
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