Jimmy Doogan
Gestor de Cartera-Acciones en Crestwood Advisors LLC .
Cargos activos de Jimmy Doogan
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Crestwood Advisors LLC
Crestwood Advisors LLC Investment ManagersFinance Founded in 2003, Crestwood Advisors LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm offers investment solutions to high net-worth individuals and families, trusts, estates, foundations, endowments, charitable organizations, and corporations and other businesses. | Gestor de Cartera-Acciones | 01/04/2023 | - |
Historial de carrera de Jimmy Doogan
Antiguos cargos conocidos de Jimmy Doogan.
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Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Gestor de Cartera-Acciones | 01/04/2021 | 01/04/2023 |
Loring Wolcott & Coolidge Trust LLC
Loring Wolcott & Coolidge Trust LLC Investment ManagersFinance Loring Wolcott & Coolidge Trust LLC provides wealth management services. The private company is based in Boston, MA. | Corporate Officer/Principal | 01/09/2014 | 01/11/2020 |
Formación de Jimmy Doogan.
St. Anselm College | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 5 |
Operativa
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 1 |
Undergraduate Degree | 1 |
Sectorial
Finance | 4 |
Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 3 |
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Crestwood Advisors LLC
Crestwood Advisors LLC Investment ManagersFinance Founded in 2003, Crestwood Advisors LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm offers investment solutions to high net-worth individuals and families, trusts, estates, foundations, endowments, charitable organizations, and corporations and other businesses. | Finance |
Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Finance |
Loring Wolcott & Coolidge Trust LLC
Loring Wolcott & Coolidge Trust LLC Investment ManagersFinance Loring Wolcott & Coolidge Trust LLC provides wealth management services. The private company is based in Boston, MA. | Finance |
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