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James Oates
Presidente en
John Hancock Municipal Securities Trust
.
Perfil
James Maclay Oates currently works at John Hancock Municipal Securities Trust, as Chairman from 2012, John Hancock Collateral Trust, as Director from 2016, The Endowment for Health, as Director from 2011, and various other companies.
Mr. Oates also formerly worked at Neworld Bancorp, Inc., as Chief Executive Officer, Emerson Investment Management LLC, as Chairman from 1995 to 2016, John Hancock Funds III, as Chairman from 2012 to 2016, and various other companies.
Mr. Oates received his Masters Business Admin degree from Harvard Business School and undergraduate degree from Harvard College.
Cargos activos de James Oates
| Empresas | Cargo | Inicio |
|---|---|---|
Middlesex School
 Middlesex School Other Consumer ServicesConsumer Services Functions as a College/University | Director/Miembro de la Junta | - |
The Endowment for Health
 The Endowment for Health The Endowment for Health is a New Hampshire-based nonprofit foundation established in 2001, dedicated to improving health outcomes and reducing illness across the state, with a focus on vulnerable and underserved populations. The non-profit company is based in Concord, NH. The organization collaborates with communities, partners, and stakeholders to inspire collective action and ensure all residents have a voice in shaping their health and opportunities. It has awarded grants to support a wide range of health-related programs, with strategic focus areas including children’s behavioral health, early childhood development and family support, health care workforce strengthening, health equity, health policy, and healthy aging. The Endowment invests in community-driven solutions that promote physical, mental, and social well-being, supports initiatives to enhance mental health services and healthy development for children, addresses workforce shortages, advances health equity, and advocates for policies that reduce disparities. Its health policy work includes publishing data-driven reports and analyses, and in healthy aging, it partners to expand resources and support age-friendly communities. The organization also established Health Strategies of New Hampshire, a private operating foundation that manages collaborative projects with multiple funders. | Director/Miembro de la Junta | 01/01/2000 |
Wydown Group | Corporate Officer/Principal | 20/12/2011 |
John Hancock Variable Insurance Trust
 John Hancock Variable Insurance Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Director/Miembro de la Junta | 01/01/2004 |
Middlesex University
 Middlesex University Other Consumer ServicesConsumer Services Functions as a College/University | Presidente | - |
John Hancock Municipal Securities Trust
 John Hancock Municipal Securities Trust Investment Trusts/Mutual FundsMiscellaneous Acts as an Umbrella Fund | Presidente | 01/01/2012 |
John Hancock Exchange Traded Fund Trust
 John Hancock Exchange Traded Fund Trust Investment Trusts/Mutual FundsMiscellaneous Exists as exchange Traded Fund | Director/Miembro de la Junta | 01/01/2015 |
Virtus Variable Insurance Trust
 Virtus Variable Insurance Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Director/Miembro de la Junta | 01/01/2016 |
Virtus Alternative Solutions Trust
 Virtus Alternative Solutions Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Director/Miembro de la Junta | 01/01/2013 |
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Antiguos cargos conocidos de James Oates.
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Formación de James Oates.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
70
Relaciones de 1er grado
46
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 46 |
|---|---|
Virtus Variable Insurance Trust
Virtus Variable Insurance Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Stifel Financial Corp.
 Stifel Financial Corp. Investment ManagersFinance Operates as a bank holding company through its subsidiaries provides wealth and asset management, investment banking & trading services | Finance |
Virtus Funds
 Virtus Funds Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Virtus Total Return Fund, Inc. /Old/
 Virtus Total Return Fund, Inc. /Old/ Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Investors Financial Services Corp.
 Investors Financial Services Corp. Investment ManagersFinance Provides asset administration services for the financial services industry | Finance |
Emim LLC
 Emim LLC Investment ManagersFinance Emerson Investment Management offers balanced portfolios that are customized to meet each client's investment objectives and risk tolerance. The firm's investment strategy employs customized asset allocation of equity and fixed-income securities. Their approach emphasizes diversification. Emerson strives to spread risk over several types of asset classes in order to navigate cyclical ups and downs and produce consistent returns over time. Emerson's investment strategies include: Large-Cap Growth, Large-Cap Value, Mid-Cap Stocks, Small-Cap Stocks, International, Fixed-Income and Alternative Investments. The firm's Large-Cap Growth strategy focuses on investments in the stocks of large-cap companies that have the potential to increase earnings faster than the overall market. Their Large-Cap Value strategy seeks to invest in the common stocks of large-cap companies that are undervalued by the market but have a favorable long-term outlook. Emerson's Mid-Cap Equity strategy seeks to capitalize on investments in mid-sized companies. The firm's Small-Cap equity strategy seeks to provide more rapid and more aggressive growth than investments in blue-chip companies. Their International strategy focuses on investment opportunities in established and emerging global markets. Emerson's Fixed-Income strategy invests in seeks to provide predictable stability in both returns and income through investments in bonds and Treasury funds. The firm also offers alternative investments including: real estate, commodities and natural resources. | Finance |
Octopus Phoenix VCT Plc
 Octopus Phoenix VCT Plc Investment ManagersFinance Functions as a private equity fund | Finance |
John Hancock Funds III
 John Hancock Funds III Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
John Hancock Funds II
 John Hancock Funds II Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
John Hancock Municipal Securities Trust
John Hancock Municipal Securities Trust Investment Trusts/Mutual FundsMiscellaneous Acts as an Umbrella Fund | Miscellaneous |
John Hancock Exchange Traded Fund Trust
John Hancock Exchange Traded Fund Trust Investment Trusts/Mutual FundsMiscellaneous Exists as exchange Traded Fund | Miscellaneous |
Virtus Alternative Solutions Trust
Virtus Alternative Solutions Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
John Hancock Collateral Trust
 John Hancock Collateral Trust Investment Trusts/Mutual FundsMiscellaneous is an open-ended investment trust | Miscellaneous |
Virtus Total Return Fund Inc.
 Virtus Total Return Fund Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
John Hancock - Premium Dividend Fund
 John Hancock - Premium Dividend Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
John Hancock - Financial Opportunities Fund
 John Hancock - Financial Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
John Hancock - Preferred Income Fund
 John Hancock - Preferred Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
John Hancock - Preferred Income Fund II
 John Hancock - Preferred Income Fund II Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
John Hancock - Preferred Income Fund III
 John Hancock - Preferred Income Fund III Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
John Hancock - Tax Advantaged Dividend Income Fund
 John Hancock - Tax Advantaged Dividend Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
John Hancock - Tax Advantaged Global Shareholder Yield Fund
 John Hancock - Tax Advantaged Global Shareholder Yield Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
John Hancock - Income Securities Trust
 John Hancock - Income Securities Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
John Hancock - Investors Trust
 John Hancock - Investors Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
John Hancock - Hedged Equity & Income Fund
 John Hancock - Hedged Equity & Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Virtus Global Multi Sector Income Fund
 Virtus Global Multi Sector Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Duff & Phelps Select MLP & Midstream Energy Fund Inc.
 Duff & Phelps Select MLP & Midstream Energy Fund Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Connecticut River Bancorp
 Connecticut River Bancorp Financial ConglomeratesFinance Operates as a bank holding company | Finance |
Investors Bank & Trust Co.
 Investors Bank & Trust Co. Regional BanksFinance Provides financial services | Finance |
Neworld Bancorp, Inc.
 Neworld Bancorp, Inc. Financial ConglomeratesFinance Bank holding company for Neworld Bank | Finance |
John Hancock Funds, Inc.
 John Hancock Funds, Inc. Investment Banks/BrokersFinance Provides investment services | Finance |
Middlesex University
Middlesex University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
First Signature Bank & Trust Co.
 First Signature Bank & Trust Co. Regional BanksFinance Provides commercial bank services | Finance |
Beaumont Financial Partners LLC
 Beaumont Financial Partners LLC Investment ManagersFinance Beaumont employs both technical and fundamental analytics when reviewing securities. The firm has a suite of portfolio allocations (models), with varying risk levels, to use depending on the client’s risk profile. Each allocation starts with the Beaumont Dominant Benefit Theory of Investing, along with Beaumont’s current allocation models, to create a portfolio mix comprised primarily of low-cost index mutual funds and exchange traded funds. These portfolio allocation choices can range from 100% Equity/0% Fixed Income to 0% Equity/100% Fixed Income. Beaumont’s investment committee determines which securities, strategies and weighting for the position is appropriate for client accounts. | Finance |
Hudson Castle Group, Inc.
 Hudson Castle Group, Inc. Miscellaneous Commercial ServicesCommercial Services Provides capital management solutions | Commercial Services |
The Endowment for Health
The Endowment for Health The Endowment for Health is a New Hampshire-based nonprofit foundation established in 2001, dedicated to improving health outcomes and reducing illness across the state, with a focus on vulnerable and underserved populations. The non-profit company is based in Concord, NH. The organization collaborates with communities, partners, and stakeholders to inspire collective action and ensure all residents have a voice in shaping their health and opportunities. It has awarded grants to support a wide range of health-related programs, with strategic focus areas including children’s behavioral health, early childhood development and family support, health care workforce strengthening, health equity, health policy, and healthy aging. The Endowment invests in community-driven solutions that promote physical, mental, and social well-being, supports initiatives to enhance mental health services and healthy development for children, addresses workforce shortages, advances health equity, and advocates for policies that reduce disparities. Its health policy work includes publishing data-driven reports and analyses, and in healthy aging, it partners to expand resources and support age-friendly communities. The organization also established Health Strategies of New Hampshire, a private operating foundation that manages collaborative projects with multiple funders. | |
Wydown Group | |
Connecticut River Bank, NA
 Connecticut River Bank, NA Major BanksFinance Nationally charterd commercial bank | Finance |
New Hampshire Trust Co.
 New Hampshire Trust Co. Investment ManagersFinance NHTrust designs portfolios to achieve their clients’ goals and, at the same time, strive to manage the risk associated with the particular investment strategy developed to meet those goals. | Finance |
John Hancock Variable Insurance Trust
John Hancock Variable Insurance Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Middlesex School
Middlesex School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Jon James LLC | |
Maxwell Building Corp. | |
Virtus Total Return Fund /Old/
 Virtus Total Return Fund /Old/ Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Harvard Business School
 Harvard Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Harvard College
 Harvard College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Right Funding LLC |
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