George Putnam Beal
Fondateur chez The Boston Family Office LLC
Profil
Mr. George P.
Beal is a Managing Partner & Portfolio Manager at The Boston Family Office LLC.
He co-founded the firm in September 1996.
In addition, he serves on the Board of Directors of Breckinridge Capital Advisors, a manager of fixed income portfolios.
Previously, Mr. Beal was a Vice President at the Cambridge Trust Company, handling various duties ranging from commercial loans to branch management.
Prior to that he was with the Bank of New England, working in a variety of areas from retail banking, operations, credit training to commercial finance.
As a volunteer, he serves on the board of Homeowners Rehab, Inc., a provider of low income housing in Cambridge.
He is also a member of the Council for the Arts at MIT.
He formerly served on the Board of Trustees and the Investment Committee of the Shady Hill School and on the Board of Directors of the Brookline Music School.
Mr. Beal earned a BA from the University of Pennsylvania in 1975.
In addition, he is a graduate of the National Trust School.
Postes actifs de George Putnam Beal
| Sociétés | Poste | Début |
|---|---|---|
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. | Fondateur | 01/09/1996 |
Anciens postes connus de George Putnam Beal
| Sociétés | Poste | Fin |
|---|---|---|
Cambridge Trust Co.
 Cambridge Trust Co. Investment ManagersFinance Founded in 1890, Cambridge Trust Co. is a state chartered commercial bank headquartered in Cambridge, Massachusetts. The firm is a subsidiary of Cambridge Bancorp (NASDAQ: CATC). | Corporate Officer/Principal | - |
Shady Hill School
 Shady Hill School Other Consumer ServicesConsumer Services Shady Hill School operates primary and secondary schools. The private company is based in Cambridge, MA. | Corporate Officer/Principal | - |
Bank of New England
 Bank of New England Regional BanksFinance Bank of New England provides commercial lending and banking services. It offers business online banking, business development, and personal online banking services. The company was founded in 1983 and is headquartered in Salem, NH. | Corporate Officer/Principal | - |
Formation de George Putnam Beal
| University of Pennsylvania | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
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 |
Cambridge Trust Co.
Cambridge Trust Co. Investment ManagersFinance Founded in 1890, Cambridge Trust Co. is a state chartered commercial bank headquartered in Cambridge, Massachusetts. The firm is a subsidiary of Cambridge Bancorp (NASDAQ: CATC). | Finance |
Shady Hill School
Shady Hill School Other Consumer ServicesConsumer Services Shady Hill School operates primary and secondary schools. The private company is based in Cambridge, MA. | Consumer Services |
Bank of New England
Bank of New England Regional BanksFinance Bank of New England provides commercial lending and banking services. It offers business online banking, business development, and personal online banking services. The company was founded in 1983 and is headquartered in Salem, NH. | Finance |
