H. Calvin Place
Director Ejecutivo en Diversified Financial Management Associates, Inc. .
Perfil
Mr. Henry C.
Place is President at Diversified Financial Management Associates, Inc. He works closely with DFM clients on the development and execution of wealth management strategies.
Additional responsibilities at the firm include setting overall investment policy, conducting investment research, and overseeing portfolio risk management.
His investment management experience includes 9 years at Putnam Investments where he held portfolio management and analyst responsibilities as part of the Global Core Equity team.
He is a member of the Boston Security Analyst Society, the South Shore Chamber of Commerce, the Boston Estate Planning Council, and the Association for Investment Management and Research.
Mr. Place attended Bucknell University where he earned a B.S.
in Economics, and went on to earn an MBA from Boston University in 2000.
He also holds the CFA designation.
Cargos activos de H. Calvin Place
Empresas | Cargo | Inicio |
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Diversified Financial Management Associates, Inc.
Diversified Financial Management Associates, Inc. Investment ManagersFinance Diversified Financial Management Associates, Inc. (DFM) is an independent SEC-registered wealth management firm headquartered in Norwell, Massachusetts. DFM was founded in 2014 and offers investment advisory services to individuals, high-net worth individuals, trusts, estates, businesses, and retirement, pension, and profit-sharing plans. | Director Ejecutivo | - |
Antiguos cargos conocidos de H. Calvin Place.
Empresas | Cargo | Fin |
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Diversified Financial Management, Inc.
Diversified Financial Management, Inc. Investment ManagersFinance Diversified Financial Management Associates, Inc. is a wealth management firm and registered investment advisor located in Norwell, Massachusetts. The firm provides customized investment solutions for high net-worth individuals, families, and institutions. | Director Ejecutivo | - |
Formación de H. Calvin Place.
Bucknell University | Undergraduate Degree |
Boston University | Masters Business Admin |
Experiencias
Funciones ocupadas
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Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Mujer
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Ejecutivos
Empresas relacionadas
Empresas privadas | 2 |
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Diversified Financial Management, Inc.
Diversified Financial Management, Inc. Investment ManagersFinance Diversified Financial Management Associates, Inc. is a wealth management firm and registered investment advisor located in Norwell, Massachusetts. The firm provides customized investment solutions for high net-worth individuals, families, and institutions. | Finance |
Diversified Financial Management Associates, Inc.
Diversified Financial Management Associates, Inc. Investment ManagersFinance Diversified Financial Management Associates, Inc. (DFM) is an independent SEC-registered wealth management firm headquartered in Norwell, Massachusetts. DFM was founded in 2014 and offers investment advisory services to individuals, high-net worth individuals, trusts, estates, businesses, and retirement, pension, and profit-sharing plans. | Finance |
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