James Bonfanti
Gestionnaire de Portefeuille-Actions chez Eastern Bank (Investment Management)
Profil
Mr. James Bonfanti is a Vice President at Eastern Bank Corp.
He joined the firm in November 2010.
He manages client portfolios for individuals, families, institutions and foundations.
He provides a comprehensive, holistic approach to wealth management by focusing on the areas of investment management, tax and estate planning and retirement strategies.
Previously, Mr. Bonfanti worked as an attorney for a North Shore law firm where he concentrated in the areas of estate planning, tax and probate.
Prior to that, he worked as associate general counsel for the in-house law firm of Intercontinental, a real estate development and investment company.
During that time, he also co-founded Puritan Faust, LLC, a business and legal consulting firm.
Mr. Bonfanti holds a Bachelor of Arts in History from The College of William and Mary and a Juris Doctorate from Suffolk University and an LL.M in Taxation from Boston University.
Postes actifs de James Bonfanti
| Sociétés | Poste | Début |
|---|---|---|
Eastern Bank (Investment Management)
 Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank (Investment Management) (Eastern Bank-IM) is the investment management division of Eastern Bank, a full-service commercial bank headquartered in Boston, Massachusetts. Formerly known as Eastern Investment Advisors, Inc., the firm was founded in 1818 and is a subsidiary of Eastern Bankshares, Inc. (NASDAQ: EBC). Eastern Bank-PB provides individual and institutional clients with financial planning, portfolio management and fiduciary services. | Gestionnaire de Portefeuille-Actions | 01/11/2010 |
Anciens postes connus de James Bonfanti
| Sociétés | Poste | Fin |
|---|---|---|
North Shore Investigations, Inc.
 North Shore Investigations, Inc. Miscellaneous Commercial ServicesCommercial Services North Shore Investigations, Inc. provides private investigation services. The firm offers services in the areas of criminal matters, background checks, family, and personal injury cases. The company is headquartered in Mineola, NY. | Corporate Officer/Principal | - |
| Intercontinental Ltd. | Corporate Officer/Principal | - |
Formation de James Bonfanti
| Boston University | Graduate Degree |
| The College of William & Mary | Undergraduate Degree |
| Suffolk University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Eastern Bank (Investment Management)
Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank (Investment Management) (Eastern Bank-IM) is the investment management division of Eastern Bank, a full-service commercial bank headquartered in Boston, Massachusetts. Formerly known as Eastern Investment Advisors, Inc., the firm was founded in 1818 and is a subsidiary of Eastern Bankshares, Inc. (NASDAQ: EBC). Eastern Bank-PB provides individual and institutional clients with financial planning, portfolio management and fiduciary services. | Finance |
| Intercontinental Ltd. | Finance |
North Shore Investigations, Inc.
North Shore Investigations, Inc. Miscellaneous Commercial ServicesCommercial Services North Shore Investigations, Inc. provides private investigation services. The firm offers services in the areas of criminal matters, background checks, family, and personal injury cases. The company is headquartered in Mineola, NY. | Commercial Services |