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Profil
Mr. Eric N.
Gutterson, CFA, is a Chief Investment Officer & Managing Director at Middleton & Co., Inc. He joined Middleton in 2010 and has portfolio management responsibility for individuals, families and foundations.
He is a member of the Investment Committee and serves as the firm’s equity analyst for the Energy Sector.
Prior to joining Middleton, he was a Senior Portfolio Manager for BNY Mellon Private Wealth Management where he also managed portfolios for individuals, families and foundations.
He holds a B. A. from Middlebury College and is a CFA charterholder.
He is a member of the CFA Society Boston, the CFA Institute, and the Boston Economic Club.
He is a Trustee Emeritus of the Westwood Public Library and currently serves as Treasurer of Redeemer Community Church.
Anciens postes connus de Eric Norman Gutterson
| Sociétés | Poste | Fin |
|---|---|---|
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. | Directeur en chef des Investissements | 22/10/2019 |
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments. | Portfolio Manager-Fixed Income | 10/02/2006 |
BNY Mellon Investment Adviser, Inc.
 BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNYMIA’s investment approach is a team approach where portfolio managers and the research team share information to form a disciplined and consistent strategy that meets the client’s diversification, credit quality, liquidity and average weighted maturity requirements. The firm’s credit research function is fully independent from portfolio management and their dedicated research team employs a deliberately conservative policy, when evaluating individual credits, to help support portfolio credit quality and stability. | Portfolio Manager-Fixed Income | 24/08/2005 |
Back Bay Advisors LP
 Back Bay Advisors LP Investment ManagersFinance Provides investment advice | Portfolio Manager-Fixed Income | 30/09/2001 |
Mellon Bank, NA
 Mellon Bank, NA Regional BanksFinance Provides commercial banking services | Corporate Officer/Principal | - |
Formation de Eric Norman Gutterson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
72
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Mellon Trust of New England, NA
 Mellon Trust of New England, NA Major BanksFinance Operates as a commercial bank | Finance |
BNY Mellon Investment Adviser, Inc.
BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNYMIA’s investment approach is a team approach where portfolio managers and the research team share information to form a disciplined and consistent strategy that meets the client’s diversification, credit quality, liquidity and average weighted maturity requirements. The firm’s credit research function is fully independent from portfolio management and their dedicated research team employs a deliberately conservative policy, when evaluating individual credits, to help support portfolio credit quality and stability. | Finance |
Mellon Bank, NA
Mellon Bank, NA Regional BanksFinance Provides commercial banking services | Finance |
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments. | 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 |
Back Bay Advisors LP
Back Bay Advisors LP Investment ManagersFinance Provides investment advice | Finance |
Middlebury College
 Middlebury College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
