Profil
Alan Edward Norton has founded Cold Creek Capital, Inc. in 2014 where he held the title of Managing Director & Portfolio Manager.
He worked as a Portfolio Manager at John Hancock Advisers, Inc. from 2002 to 2005 and as a Chief Compliance Officer at Manulife Investment Management (US) LLC from 2006 to 2008.
Norton also worked as a Senior Portfolio Manager at The Colony Group LLC and as a Senior Vice President at Rockland Trust Co. Norton held the position of Portfolio Manager at Cushing Asset Management LP from 2019 to 2022 and at Bright Rock Capital Management LLC from 2010 to 2012.
Norton earned an MBA degree from Babson College in 1994 and an undergraduate degree from Trinity College (Connecticut) in 1985.
Anciens postes connus de Alan Edward Norton
| Sociétés | Poste | Fin |
|---|---|---|
Cushing Asset Management LP
 Cushing Asset Management LP Investment ManagersFinance Cushing Asset Management LP is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Jerry Swank in 2003 and they are a wholly-owned subsidiary of Swank Capital LLC. Cushing Asset Management provides investment management services on a discretionary basis to high net-worth individuals and institutional investors through Private Funds, Mutual Funds, ETFs, Closed-End Funds and Managed Accounts. They also offer discretionary investment management services as part of various wrap fee programs offered by investment advisers/broker-dealers. | Analyst-Equity | 01/01/2022 |
Rockland Trust Co.
 Rockland Trust Co. Investment ManagersFinance Rockland Trust Co. is an investment management firm headquartered in Rockland, Massachusetts. The firm was founded in 1907 and is owned by Independent Bank Corp. (Massachusetts) (NASDAQ: INDB). Rockland Trust offers a wide range of investment services to businesses and individuals. | Gestionnaire de Portefeuille-Actions | 01/06/2012 |
Bright Rock Capital Management LLC
 Bright Rock Capital Management LLC Investment ManagersFinance Bright Rock Capital Management LLC (BRCM) is a registered investment advisor headquartered in Hanover, Massachusetts and was founded in 2010. The firm is a subsidiary of Rockland Trust Co. and their ultimate parent is Independent Bank Corp. (NASDAQ: INDB). BRCM offers investment advisory services to the Bright Rock Funds, high-net worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Gestionnaire de Portefeuille-Actions | 01/06/2012 |
Manulife Investment Management (US) LLC
 Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM-US) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately-offered unregistered investment funds. | Gestionnaire de Portefeuille-Actions | 30/08/2008 |
John Hancock Advisers, Inc.
 John Hancock Advisers, Inc. Investment ManagersFinance Boston-based John Hancock Advisers, Inc. (JHA) is the mutual fund affiliate of John Hancock Financial Services, Inc. and manages the John Hancock family of retail and institutional mutual funds, as well as separate equity portfolios for private accounts and retirement plans for individual and institutional investors. In 2003, Manulife Financial Corp. (TSX, NYSE: MFC) and John Hancock Financial Services, Inc. (NYSE: JHF) announced that they would merge and would thus create a leading global insurance franchise. The combined company will market products and services under multiple brands including John Hancock in the US and Manulife in Canada and the US. | Gestionnaire de Portefeuille-Actions | 31/12/2005 |
Formation de Alan Edward Norton
| Trinity College (Connecticut) | Undergraduate Degree |
| Babson College | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Manulife Investment Management (US) LLC
Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM-US) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately-offered unregistered investment funds. | Finance |
John Hancock Advisers, Inc.
John Hancock Advisers, Inc. Investment ManagersFinance Boston-based John Hancock Advisers, Inc. (JHA) is the mutual fund affiliate of John Hancock Financial Services, Inc. and manages the John Hancock family of retail and institutional mutual funds, as well as separate equity portfolios for private accounts and retirement plans for individual and institutional investors. In 2003, Manulife Financial Corp. (TSX, NYSE: MFC) and John Hancock Financial Services, Inc. (NYSE: JHF) announced that they would merge and would thus create a leading global insurance franchise. The combined company will market products and services under multiple brands including John Hancock in the US and Manulife in Canada and the US. | Finance |
Rockland Trust Co.
Rockland Trust Co. Investment ManagersFinance Rockland Trust Co. is an investment management firm headquartered in Rockland, Massachusetts. The firm was founded in 1907 and is owned by Independent Bank Corp. (Massachusetts) (NASDAQ: INDB). Rockland Trust offers a wide range of investment services to businesses and individuals. | Finance |
The Colony Group LLC
 The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Finance |
Bright Rock Capital Management LLC
Bright Rock Capital Management LLC Investment ManagersFinance Bright Rock Capital Management LLC (BRCM) is a registered investment advisor headquartered in Hanover, Massachusetts and was founded in 2010. The firm is a subsidiary of Rockland Trust Co. and their ultimate parent is Independent Bank Corp. (NASDAQ: INDB). BRCM offers investment advisory services to the Bright Rock Funds, high-net worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
Cold Creek Capital, Inc. (United States)
 Cold Creek Capital, Inc. (United States) Investment ManagersFinance Founded in 2014, Cold Creek Capital, Inc. is a registered investment advisor located in Braintree, Massachusetts. The firm offers investment advisory and financial planning services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, investment advisors, corporations, and other business entities. | Finance |
Cushing Asset Management LP
Cushing Asset Management LP Investment ManagersFinance Cushing Asset Management LP is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Jerry Swank in 2003 and they are a wholly-owned subsidiary of Swank Capital LLC. Cushing Asset Management provides investment management services on a discretionary basis to high net-worth individuals and institutional investors through Private Funds, Mutual Funds, ETFs, Closed-End Funds and Managed Accounts. They also offer discretionary investment management services as part of various wrap fee programs offered by investment advisers/broker-dealers. | Finance |
