H. Calvin Place

Directeur Général chez Diversified Financial Management Associates, Inc.

Profil

Mr. Henry C.
Place is President at Diversified Financial Management Associates, Inc. He works closely with DFM clients on the development and execution of wealth management strategies.
Additional responsibilities at the firm include setting overall investment policy, conducting investment research, and overseeing portfolio risk management.
His investment management experience includes 9 years at Putnam Investments where he held portfolio management and analyst responsibilities as part of the Global Core Equity team.
He is a member of the Boston Security Analyst Society, the South Shore Chamber of Commerce, the Boston Estate Planning Council, and the Association for Investment Management and Research.
Mr. Place attended Bucknell University where he earned a B.S.
in Economics, and went on to earn an MBA from Boston University in 2000.
He also holds the CFA designation.

Postes actifs de H. Calvin Place

Sociétés	Poste	Début
Diversified Financial Management Associates, Inc.	Directeur Général	-

Anciens postes connus de H. Calvin Place

Sociétés	Poste	Fin
Diversified Financial Management, Inc.	Directeur Général	-

Formation de H. Calvin Place

Boston University	Masters Business Admin
Bucknell University	Undergraduate Degree