Profil
Jean Leslie Trim worked as a Managing Director & Portfolio Manager at Vigilant Capital Management LLC (Old) from 2011 to 2023.
Prior to that, she held the position of Senior Vice President at Bank of America Private Bank.
Ms. Trim holds an MBA from Bentley University, which she obtained in 1994.
She also completed her undergraduate studies at Merrimack College in 1989.
Anciens postes connus de Jean Leslie Trim
| Sociétés | Poste | Fin |
|---|---|---|
Vigilant Capital Management LLC (Old)
 Vigilant Capital Management LLC (Old) Investment ManagersFinance Vigilant Capital Management LLC (Vigilant) is a wealth management firm headquartered in Portland, Maine. The firm was founded in 2002 and acquired in 2023 by HighTower Advisors LLC, a subsidiary of Hightower Holding LLC. Vigilant specializes in progressive investment and wealth planning solutions that are tailored to the unique needs of each client. | Membre du Comité d'Investissement | 01/06/2023 |
Bank of America Private Bank
 Bank of America Private Bank Investment ManagersFinance A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services. | Corporate Officer/Principal | - |
Formation de Jean Leslie Trim
| Bentley University | Masters Business Admin |
| Merrimack College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Vigilant Capital Management LLC (Old)
Vigilant Capital Management LLC (Old) Investment ManagersFinance Vigilant Capital Management LLC (Vigilant) is a wealth management firm headquartered in Portland, Maine. The firm was founded in 2002 and acquired in 2023 by HighTower Advisors LLC, a subsidiary of Hightower Holding LLC. Vigilant specializes in progressive investment and wealth planning solutions that are tailored to the unique needs of each client. | Finance |
Bank of America Private Bank
Bank of America Private Bank Investment ManagersFinance A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services. | Finance |
