Mike Stephens

Gestor de Cartera-Acciones en Fiduciary Trust Co. .

Finance

Consumer Services

Cargos activos de Mike Stephens

Empresas	Cargo	Inicio	Fin
Fiduciary Trust Co. Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions.	Gestor de Cartera-Acciones	01/04/2021	-

Empresas	Cargo	Inicio	Fin
Emerson Investment Management LLC Emerson Investment Management LLC Investment ManagersFinance Founded in 1985, Emerson Investment Management LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm manages assets for individuals, couples, multi-generational families and small institutions.	Miembro del Comité de Inversión	01/11/2013	13/05/2016
Boston Financial Management LLC Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations.	Gestor de Cartera-Acciones	01/01/2016	-

The Trustees of Columbia University in The City of New York

Undergraduate Degree

Internacional

Estados Unidos

Operativa

Portfolio Manager-Equities	2
Investment Committee Member	1
Undergraduate Degree	1

Sectorial

Finance	4
Consumer Services	2

Funciones ocupadas

Activas

Inactivas

Empresas cotizadas

Empresas privadas

Empresas privadas	3
Emerson Investment Management LLC Emerson Investment Management LLC Investment ManagersFinance Founded in 1985, Emerson Investment Management LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm manages assets for individuals, couples, multi-generational families and small institutions.	Finance
Boston Financial Management LLC Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations.	Finance
Fiduciary Trust Co. Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions.	Finance