![Bob Leo Driscoll](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Bob Leo Driscoll
Plus aucun poste en cours
Finance
Consumer Services
Profil
Mr. Driscoll joined Loring Wolcott & Coolidge in 1995.
He was a cofounder and principal of The Colony Group; a Boston based asset management and financial planning firm.
As Director of Financial Planning, he counseled high net worth clients in investment, tax and estate planning.
He is a faculty member at The New England College of Finance.
Mr. Driscoll holds a degree in economics from The University of Massachusetts at Amherst, as well as a Master of Science in Taxation degree from Bentley College.
He has a lengthy history of civic activities including serving as Chairman of the Winthrop Board of Selectman.
Anciens postes connus de Bob Leo Driscoll
| Sociétés | Poste | Fin |
|---|---|---|
Focus Partners Wealth LLC
 Focus Partners Wealth LLC Investment ManagersFinance Focus Partners tailors an investment portfolio to maximize the probability of achieving their client’s goals and objectives. The firm often incorporates both active and passive strategies into their client portfolios. Their investment decisions are guided by a long-term fundamental outlook. Focus Partners endeavors to enhance portfolios by seeking out uncorrelated and nontraditional investment opportunities that they believe have the potential to generate strong absolute returns over a full market cycle. | Corporate Officer/Principal | - |
Loring, Wolcott & Coolidge Fiduciary Advisors LLP
 Loring, Wolcott & Coolidge Fiduciary Advisors LLP Investment ManagersFinance LWC is long-term investor with a strong bias toward publicly traded equities; however, an attempt is made to tailor portfolios to individual situations and client needs, so other types of investments are considered. The firm focuses on high quality growth stocks with the objective of buying and holding these investments over long periods of time. They believe that having low turnover is a more efficient way to produce after-tax returns for taxable accounts. | Gestionnaire de Portefeuille-Actions | - |
Formation de Bob Leo Driscoll
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Loring, Wolcott & Coolidge Fiduciary Advisors LLP
Loring, Wolcott & Coolidge Fiduciary Advisors LLP Investment ManagersFinance LWC is long-term investor with a strong bias toward publicly traded equities; however, an attempt is made to tailor portfolios to individual situations and client needs, so other types of investments are considered. The firm focuses on high quality growth stocks with the objective of buying and holding these investments over long periods of time. They believe that having low turnover is a more efficient way to produce after-tax returns for taxable accounts. | Finance |
Focus Partners Wealth LLC
Focus Partners Wealth LLC Investment ManagersFinance Focus Partners tailors an investment portfolio to maximize the probability of achieving their client’s goals and objectives. The firm often incorporates both active and passive strategies into their client portfolios. Their investment decisions are guided by a long-term fundamental outlook. Focus Partners endeavors to enhance portfolios by seeking out uncorrelated and nontraditional investment opportunities that they believe have the potential to generate strong absolute returns over a full market cycle. | Finance |
Bentley University
 Bentley University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Massachusetts
 University of Massachusetts Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
