Profil
Mr. Everett joined The Boston Family Office as a partner and portfolio manager in 2007.
Previously he was a portfolio manager at Babson Capital Management (formerly David L.
Babson) and managing editor of the Babson Staff Letter, the firm's investment publication.
Prior to Babson Capital, he served in a number of areas at Babson-United Investment Advisors, an unrelated, private client investment management firm with responsibilities included acting head of research, vice president-strategic planning, and equity analyst.
Mr. Everett graduated from Dartmouth College with a BA in 1982.
Ted is an active volunteer for non-profit educational institutions.
He serves as Treasurer of Newton's Underwood After School Program, is a former President and Treasurer of the Dartmouth Club of Greater Boston, and is Class Secretary and former class fundraising agent for the Groton School.
He is a member of The Boston Security Analysts Society and sits on its Program Committee.
Anciens postes connus de Edwin Everett
| Sociétés | Poste | Fin |
|---|---|---|
The Boston Family Office LLC
 The Boston Family Office LLC Investment ManagersFinance The Boston Family Office LLC (BFO) is a privately-owned family office and SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1996 by George Beal and George Putnam III. BFO provides personalized investment advisory services primarily to individuals, family groups, trusts and charitable organizations. In certain situations, they may advise estates and pension plans. | Gestionnaire de Portefeuille-Actions | 31/12/2007 |
Barings LLC
 Barings LLC Investment ManagersFinance Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles. | Gestionnaire de Portefeuille-Actions | 31/12/2006 |
Formation de Edwin Everett
| Dartmouth College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Barings LLC
Barings LLC Investment ManagersFinance Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles. | Finance |
The Boston Family Office LLC
The Boston Family Office LLC Investment ManagersFinance The Boston Family Office LLC (BFO) is a privately-owned family office and SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1996 by George Beal and George Putnam III. BFO provides personalized investment advisory services primarily to individuals, family groups, trusts and charitable organizations. In certain situations, they may advise estates and pension plans. | Finance |
