Profil
Mr. William Lavelle is Senior Vice President & Portfolio Manager at Boston Private Bank & Trust Co. His responsibilities include managing individual and institutional accounts, investment research and economic analysis.
In addition, he is a member of the Investment Policy Committee.
Prior to joining Boston Private Bank & Trust Co. in March 2011, Mr. Lavelle was employed as a Vice President, Portfolio Manager & Senior Equity Analyst by Rockland Trust Co. He has held previous positions with PNC New England and Boston Safe Deposit and Trust.
Mr. Lavelle received his BA in History from Lawrence University and a graduate degree in Classics from Trinity College Dublin.
He is a Chartered Financial Analyst.
Anciens postes connus de Bill Lavelle
Sociétés | Poste | Fin |
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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 | 28/02/2011 |
Boston Private Bank & Trust Co.
Boston Private Bank & Trust Co. Regional BanksFinance Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA. | Analyst-Equity | - |
Formation de Bill Lavelle
Trinity College Dublin | Graduate Degree |
Lawrence University | Undergraduate Degree |
Expériences
Fonctions occupées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
Entreprise privées | 2 |
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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 |
Boston Private Bank & Trust Co.
Boston Private Bank & Trust Co. Regional BanksFinance Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA. | Finance |