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Profil
Mr. Eric J.
Godes is COO & Chief Wealth Advisory Officer at Federal Street Advisors, Inc.
Prior to joining Federal Street Advisors in 2014, Mr. Godes was employed as a Chief Operating Officer by Adviser Investments Acquisition Co. LLC and a Principal by FMR LLC and Kanon Bloch Carré & Co., Inc.
He received his BA in Political Science and Government from the University of Vermont and his MBA in Finance from Babson College.
Anciens postes connus de Eric James Godes
| Sociétés | Poste | Fin |
|---|---|---|
Federal Street Advisors, Inc.
 Federal Street Advisors, Inc. Investment ManagersFinance Federal Street Advisors'' investment approach is based on fundamental analysis and includes elements of modern portfolio theory. They determine a rate of return objective and an appropriate risk tolerance for each client. Then they develop an asset allocation, and funds or managers within each asset class, they believe will produce the desired return without exceeding the client’s risk tolerance over the long-term (15 years or more). Federal Street Advisors'' generally recommends that clients invest through separate account managers who manage investments in individual stocks or fixed-income securities; mutual funds including ETFs that invest primarily in such stocks or securities; and/or other pooled funds, including hedge funds and private equity funds. These managers and funds, in turn, invest in individual stocks, debt securities, or other investments. In some cases, the firm also recommend that a client invest in a hedge fund-of-funds sponsored and managed by an affiliate. | Directeur des opérations | 04/01/2016 |
Kanon Bloch Carré & Co., Inc.
 Kanon Bloch Carré & Co., Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
FMR LLC
 FMR LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Adviser Investments Acquisition Co. LLC
 Adviser Investments Acquisition Co. LLC Investment ManagersFinance Adviser Investment Acquisition Co. seeks to build diversified portfolios of mutual funds and ETFs that will provide a balanced approach to investing in the stock, bond and alternative markets, when applicable, given the individual investor's long-term and short term risk tolerance and return objectives. | Directeur des opérations | - |
Formation de Eric James Godes
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
89
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Adviser Investments Acquisition Co. LLC
Adviser Investments Acquisition Co. LLC Investment ManagersFinance Adviser Investment Acquisition Co. seeks to build diversified portfolios of mutual funds and ETFs that will provide a balanced approach to investing in the stock, bond and alternative markets, when applicable, given the individual investor's long-term and short term risk tolerance and return objectives. | Finance |
Kanon Bloch Carré & Co., Inc.
Kanon Bloch Carré & Co., Inc. Investment ManagersFinance Provides investment advice | Finance |
Babson College
 Babson College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Vermont
 University of Vermont Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
FMR LLC
FMR LLC Investment ManagersFinance Provides investment advice | Finance |
Federal Street Advisors, Inc.
Federal Street Advisors, Inc. Investment ManagersFinance Federal Street Advisors'' investment approach is based on fundamental analysis and includes elements of modern portfolio theory. They determine a rate of return objective and an appropriate risk tolerance for each client. Then they develop an asset allocation, and funds or managers within each asset class, they believe will produce the desired return without exceeding the client’s risk tolerance over the long-term (15 years or more). Federal Street Advisors'' generally recommends that clients invest through separate account managers who manage investments in individual stocks or fixed-income securities; mutual funds including ETFs that invest primarily in such stocks or securities; and/or other pooled funds, including hedge funds and private equity funds. These managers and funds, in turn, invest in individual stocks, debt securities, or other investments. In some cases, the firm also recommend that a client invest in a hedge fund-of-funds sponsored and managed by an affiliate. | Finance |
