Profil
Mr. James Caruso is a Managing Director at Detwiler Fenton & Co.
Prior to joining Detwiler Fenton, Mr. Caruso was a broker for Kimball & Cross Investment Management Corporation.
Mr. Caruso earned a Bachelor of Arts from Suffolk University in 1980.
He currently maintains a Series 7, 24, 63, and 99.
Anciens postes connus de James Caruso
Sociétés | Poste | Fin |
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Kimball & Cross Investment Management Corp.
Kimball & Cross Investment Management Corp. Investment Banks/BrokersFinance Kimball & Cross Investment Management Corp. engaged in securities brokerage services. It provided a full array of trading and execution services. The company was founded in 1999 and was headquartered Boston, MA. | Corporate Officer/Principal | - |
Detwiler Fenton & Co.
Detwiler Fenton & Co. Investment Banks/BrokersFinance Detwiler Fenton & Co., formerly Detwiler, Mitchell, Fenton & Graves, Inc. is a broker/dealer headquartered in Boston. The firm traces its origins to 1962 with the founding of Fechtor, Detwiler & Co., which merged with JMC Group in August 1999. Detwiler Fenton & Co. is a subsidiary of Detwiler Fenton Group, Inc. (DMCD.PK). The firm's 2 major divisions are the capital markets group and the private client group. Detwiler Fenton Capital Markets provides insightful, timely and focused research across a variety of technology and consumer industry verticals. All of the firm's research is published by licensed analysts. Their research team seeks to generate value-added investment ideas through in-depth research, using a mosaic approach to identify, analyze and understand changing business and market dynamics that can be translated into investment strategy. The firm's research notes are distributed daily to clients. Detwiler Fenton Capital Markets provides investment and brokerage services to institutional investors. Detwiler Fenton & Co.'s private client group provides wealth management services to high net-worth individuals. Their services include: portfolio management, brokerage services, alternative investments, retirement planning, mutual funds and corporate trustee services through NFS. | Corporate Officer/Principal | - |
Formation de James Caruso
Suffolk University | 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 | 2 |
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Detwiler Fenton & Co.
Detwiler Fenton & Co. Investment Banks/BrokersFinance Detwiler Fenton & Co., formerly Detwiler, Mitchell, Fenton & Graves, Inc. is a broker/dealer headquartered in Boston. The firm traces its origins to 1962 with the founding of Fechtor, Detwiler & Co., which merged with JMC Group in August 1999. Detwiler Fenton & Co. is a subsidiary of Detwiler Fenton Group, Inc. (DMCD.PK). The firm's 2 major divisions are the capital markets group and the private client group. Detwiler Fenton Capital Markets provides insightful, timely and focused research across a variety of technology and consumer industry verticals. All of the firm's research is published by licensed analysts. Their research team seeks to generate value-added investment ideas through in-depth research, using a mosaic approach to identify, analyze and understand changing business and market dynamics that can be translated into investment strategy. The firm's research notes are distributed daily to clients. Detwiler Fenton Capital Markets provides investment and brokerage services to institutional investors. Detwiler Fenton & Co.'s private client group provides wealth management services to high net-worth individuals. Their services include: portfolio management, brokerage services, alternative investments, retirement planning, mutual funds and corporate trustee services through NFS. | Finance |
Kimball & Cross Investment Management Corp.
Kimball & Cross Investment Management Corp. Investment Banks/BrokersFinance Kimball & Cross Investment Management Corp. engaged in securities brokerage services. It provided a full array of trading and execution services. The company was founded in 1999 and was headquartered Boston, MA. | Finance |