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Profil
Mr. Brian J.
Krol is Senior Portfolio Manager at Middleton & Co., Inc.
Prior to joining Middleton & Co., Inc. in July 2014, Mr. Krol worked at Cambridge Trust Co. and Charter Trust Co.
Mr. Krol received his BA in Economics and his MBA in International Finance and Accounting from the University of Massachusetts.
He is Chartered Financial Analyst.
Anciens postes connus de Brian J. Krol
| Sociétés | Poste | Fin |
|---|---|---|
Cambridge Trust Co.
 Cambridge Trust Co. Investment ManagersFinance Provides investment advice | Gestionnaire de Portefeuille-Actions | 30/06/2014 |
Bar Harbor Wealth Management
 Bar Harbor Wealth Management Investment ManagersFinance Bar Harbor designs an investment portfolio that is tailor-made to fit their client’s lifestyle, income, and expectations, using a combination of different assets. The majority of the firm’s clients are well served by holding a diversified combination of stocks, bonds, exchange-traded funds, and mutual funds to complement their personal holdings of real estate, bank deposits, and other assets. When evaluating investments, Bar Harbor uses a combination of quantitative, fundamental, and technical tools to determine whether an asset is fairly valued or not. | Gestionnaire de Portefeuille-Actions | - |
Middleton & Co., Inc.
 Middleton & Co., Inc. Investment ManagersFinance Middleton & Co. actively manages the asset allocation process. The firm establishes appropriate target ranges for the major asset classes within a portfolio based on each client's requirements for income, liquidity, capital appreciation, taxes and risk tolerance. Relative valuations among asset classes and forward-looking analysis are used to determine where, within the target range, the allocation should be set. Portfolios are adjusted as valuations change between asset classes. | Gestionnaire de Portefeuille-Actions | - |
Formation de Brian J. Krol
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
91
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Bar Harbor Wealth Management
Bar Harbor Wealth Management Investment ManagersFinance Bar Harbor designs an investment portfolio that is tailor-made to fit their client’s lifestyle, income, and expectations, using a combination of different assets. The majority of the firm’s clients are well served by holding a diversified combination of stocks, bonds, exchange-traded funds, and mutual funds to complement their personal holdings of real estate, bank deposits, and other assets. When evaluating investments, Bar Harbor uses a combination of quantitative, fundamental, and technical tools to determine whether an asset is fairly valued or not. | Finance |
Middleton & Co., Inc.
Middleton & Co., Inc. Investment ManagersFinance Middleton & Co. actively manages the asset allocation process. The firm establishes appropriate target ranges for the major asset classes within a portfolio based on each client's requirements for income, liquidity, capital appreciation, taxes and risk tolerance. Relative valuations among asset classes and forward-looking analysis are used to determine where, within the target range, the allocation should be set. Portfolios are adjusted as valuations change between asset classes. | Finance |
Cambridge Trust Co.
Cambridge Trust Co. Investment ManagersFinance Provides investment advice | Finance |
University of Massachusetts
 University of Massachusetts Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
