Profil
Mr. Ben W.
Daigle is a Vice President at Old Port Advisors, Inc. He joined Old Port Advisors in 2010.
His duties at the firm are focused around three primary areas: client service, investment research and marketing.
Mr. Daigle works with the Portfolio Managers on a wide range of client-centered requests including preparation of client portfolio review packages, assisting with portfolio management and preparing financial planning projections.
His research duties are focused on fundamental analysis of the equity sector plus monitoring mutual funds, closed-end funds and REITS.
Additionally, he is the in-house expert in our financial planning software and handles fixed income trading.
He is a member of the Investment Policy Committee.
Prior to joining Old Port Advisors, Mr. Daigle worked for Ameriprise in Portland.
He earned a Bachelor’s of Science degree in Business Administration with a concentration in Finance from the University of Southern Maine.
Postes actifs de Ben Daigle
| Sociétés | Poste | Début |
|---|---|---|
Old Port Advisors, Inc.
 Old Port Advisors, Inc. Investment ManagersFinance Old Port Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded by Fredric W. Williams in 1994 as Investment Management & Consulting Group, Inc. and changed their business name to Old Port Advisors, Inc. in 2014. They provide personalized Investment Management, Financial Planning, and Wealth Management services to individuals, trusts, estates, and charitable organizations, as well as business clients. In addition to these services, the firm provides Fiduciary Consulting to employers and retirement plan sponsors. | Analyst-Equity | 01/11/2010 |
Formation de Ben Daigle
| University of Southern Maine | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Old Port Advisors, Inc.
Old Port Advisors, Inc. Investment ManagersFinance Old Port Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded by Fredric W. Williams in 1994 as Investment Management & Consulting Group, Inc. and changed their business name to Old Port Advisors, Inc. in 2014. They provide personalized Investment Management, Financial Planning, and Wealth Management services to individuals, trusts, estates, and charitable organizations, as well as business clients. In addition to these services, the firm provides Fiduciary Consulting to employers and retirement plan sponsors. | Finance |
