Casey Tenney
Gestionnaire de Portefeuille-Actions chez Coastline Trust Co.
Profil
Mr. Casey Tenney is an Investment Officer at Coastline Trust Co. In his role, he manages investment portfolios for high-net-worth clients.
Most notably, His expertise include developing and implementing customized investment solutions tailored to client’s specific needs with a focus on asset allocation, security selection, and portfolio optimization.
He specifically enjoys financial planning to simplify and assist in all areas of his client’s financial lives.
Mr. Tenney was previously employed as a Portfolio Manager by Bank of America Private Bank and an Investment Analyst by SunTrust Advisory Services, Inc.
He received his undergraduate degree from Providence College and an MBA from Providence College.
He is a Certified Financial Planner.
Postes actifs de Casey Tenney
| Sociétés | Poste | Début |
|---|---|---|
Coastline Trust Co.
 Coastline Trust Co. Investment ManagersFinance Founded in 2004, Coastline Trust Co. is a boutique trust and investment company based in Providence, Rhode Island. | Gestionnaire de Portefeuille-Actions | 01/07/2021 |
Anciens postes connus de Casey Tenney
| Sociétés | Poste | Fin |
|---|---|---|
Bank of America Private Bank
 Bank of America Private Bank Investment ManagersFinance A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services. | Corporate Officer/Principal | 01/07/2021 |
Truist Advisory Services, Inc.
 Truist Advisory Services, Inc. Investment ManagersFinance Truist Advisory Services, Inc. (TAS), formerly known as SunTrust Advisory Services, Inc., is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm is a separate, wholly owned, non-bank indirect affiliate of Truist Financial Corp. (NYSE: TFC). TAS provides investment advisory services to individuals, corporations and other business entities, charitable organizations and not-for-profit organizations. | Corporate Officer/Principal | 01/05/2018 |
Formation de Casey Tenney
| Providence College | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Coastline Trust Co.
Coastline Trust Co. Investment ManagersFinance Founded in 2004, Coastline Trust Co. is a boutique trust and investment company based in Providence, Rhode Island. | Finance |
Bank of America Private Bank
Bank of America Private Bank Investment ManagersFinance A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services. | Finance |
Truist Advisory Services, Inc.
Truist Advisory Services, Inc. Investment ManagersFinance Truist Advisory Services, Inc. (TAS), formerly known as SunTrust Advisory Services, Inc., is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm is a separate, wholly owned, non-bank indirect affiliate of Truist Financial Corp. (NYSE: TFC). TAS provides investment advisory services to individuals, corporations and other business entities, charitable organizations and not-for-profit organizations. | Finance |