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Gary Joseph Friedmann
Gestionnaire de Portefeuille-Actions chez
Rockland Trust Co.
Profil
Mr. Gary J.
Friedmann, CFA, is a Vice President & Portfolio Manager at Rockland Trust Co. He has been with Rockland Trust since 2011.
He is responsible for integrating an investment strategy that reflects our clients’ objectives, financial goals, and risk tolerance including custom asset allocation, long-term goal planning, and securities research.
Prior to joining Rockland Trust, Mr. Friedmann was Director of Investments at Washington Trust Investors.
While there he was responsible for the management of investment portfolios and was a member of the investment committee which set investment policy and managed the firm’s core equity model.
He also held a position at Fleet Investment Advisors.
He received a BS in business administration with a concentration in finance from State University of New York at Albany.
He holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations, and a Certificate in Investment Performance Measurement.
Postes actifs de Gary Joseph Friedmann
| Sociétés | Poste | Début |
|---|---|---|
Rockland Trust Co.
 Rockland Trust Co. Investment ManagersFinance Rockland Trust aims to protect and build client’s wealth by focusing on minimizing downside risk through broad diversification. To strike the proper investment balance, the firm builds a foundation of core equity, core fixed-income and diversified fixed-income and equity assets, each serving a distinct purpose within client’s portfolio. They focus on asset managers who take a long-term view and minimize expenses while exhibiting a consistent risk-adjusted return profile. | Gestionnaire de Portefeuille-Actions | 01/05/2011 |
Anciens postes connus de Gary Joseph Friedmann
| Sociétés | Poste | Fin |
|---|---|---|
Phoenix Investment Management Co., Inc.
 Phoenix Investment Management Co., Inc. Investment ManagersFinance Washington Trust Investors (WTI) is a GARP investor that manages separate portfolios consisting of core growth and value equities and a variety of fixed-income instruments. The firm's approach is based on the idea that asset allocation is critical to maximizing returns and minimizing risk. They typically focus on long-term equity investments. WTI does not favor investments in any particular class of stocks, but rather seeks to invest in businesses with outstanding potential that are trading at reasonable prices. They actively manage investments in fixed-income securities with the objective of producing income. WTI also seeks special situation opportunities to enhance returns without assuming the corresponding incremental risk. Spread analysis and inflation assumptions are used to determine asset selection. Significant cash reserves may be employed as new funds are being invested. | Analyst-Fixed Income | 27/09/2010 |
Fleet Investment Advisors
 Fleet Investment Advisors Major BanksFinance Commercial banking | Gestionnaire de Portefeuille-Actions | - |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
Formation de Gary Joseph Friedmann
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
77
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
Phoenix Investment Management Co., Inc.
Phoenix Investment Management Co., Inc. Investment ManagersFinance Washington Trust Investors (WTI) is a GARP investor that manages separate portfolios consisting of core growth and value equities and a variety of fixed-income instruments. The firm's approach is based on the idea that asset allocation is critical to maximizing returns and minimizing risk. They typically focus on long-term equity investments. WTI does not favor investments in any particular class of stocks, but rather seeks to invest in businesses with outstanding potential that are trading at reasonable prices. They actively manage investments in fixed-income securities with the objective of producing income. WTI also seeks special situation opportunities to enhance returns without assuming the corresponding incremental risk. Spread analysis and inflation assumptions are used to determine asset selection. Significant cash reserves may be employed as new funds are being invested. | Finance |
Rockland Trust Co.
Rockland Trust Co. Investment ManagersFinance Rockland Trust aims to protect and build client’s wealth by focusing on minimizing downside risk through broad diversification. To strike the proper investment balance, the firm builds a foundation of core equity, core fixed-income and diversified fixed-income and equity assets, each serving a distinct purpose within client’s portfolio. They focus on asset managers who take a long-term view and minimize expenses while exhibiting a consistent risk-adjusted return profile. | Finance |
Fleet Investment Advisors
Fleet Investment Advisors Major BanksFinance Commercial banking | Finance |
The State University of New York
 The State University of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
