Jeff M. Liguori
Fondateur chez Napatree Capital LLC
Profil
Mr. Jeff M.
Liguori is a Partner & Chief Investment Officer at Napatree Capital LLC and a Chairman at Ocean Community YMCA.
He is on the Board of Directors at Cardinal Hayes Home for Children at Millbrook New York.
He is a co-founder of Napatree Capital.
He has 23 years of broad investment experience.
Mr. Liguori served as the Managing Director and Chief Investment Officer for Olson Mobeck Investment Advisors, a Hartford-based subsidiary of People’s United Wealth Management, where he oversaw the investment processes, business development, and client service and helped grow revenues significantly during his three year tenure.
Prior to his departure, he was promoted to Regional Manager of the Wealth Management Division where he oversaw the New York and Connecticut markets, which included the integration of the newly-acquired Manhattan-based firm, Gerstein Fisher.
Previously, he managed high net-worth and institutional assets for Washington Trust Wealth Management and was also the lead portfolio manager for the dividend growth strategy from July 2010 to July 2014.
He was an analyst and associate portfolio manager for a private family office in La Jolla, CA.
Prior to that, he worked as an equity trader and risk arbitrage trader for two Boston-based investment banks.
He received his undergraduate degree from Boston College and an MBA from Babson College.
Postes actifs de Jeff M. Liguori
| Sociétés | Poste | Début |
|---|---|---|
Ocean Community YMCA
 Ocean Community YMCA Media ConglomeratesConsumer Services Ocean Community YMCA operates as a nonprofit organization which offers recreational programs and services for all ages. It engages with children, adults and families from all segments of communities to achieve healthier lifestyles. The company is headquartered in Charlestown, RI. | Président | - |
Cardinal Hayes Home for Children at Millbrook New York
 Cardinal Hayes Home for Children at Millbrook New York Medical/Nursing ServicesHealth Services Cardinal Hayes Home for Children at Millbrook New York operates as a non-profit organization. The firm offers educational, residential, respite and adult day programs. The company was founded in 1941 and is headquartered in Millbrook, NY. | Directeur/Membre du Conseil | - |
Napatree Capital LLC
 Napatree Capital LLC Investment ManagersFinance Napatree Capital LLC provides investment advisory services. The private company is based in Providence, RI. | Fondateur | 01/12/2017 |
Anciens postes connus de Jeff M. Liguori
| Sociétés | Poste | Fin |
|---|---|---|
The Washington Trust Co. of Westerly (Investment Management)
 The Washington Trust Co. of Westerly (Investment Management) Investment ManagersFinance The Washington Trust Co. of Westerly (Investment Management) (WTC-IM) is the asset management division of The Washington Trust Co. of Westerly, a community bank headquartered in Westerly, Rhode Island. The firm was founded in 1902 and is a subsidiary of Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTC-IM offers a range of personal and business financial services which includes trust services, investment management services and wealth management services. They manage portfolios for individuals, institutions and ERISA pension plans. | Director of Investments | - |
Formation de Jeff M. Liguori
| Babson College | Masters Business Admin |
| Boston College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
The Washington Trust Co. of Westerly (Investment Management)
The Washington Trust Co. of Westerly (Investment Management) Investment ManagersFinance The Washington Trust Co. of Westerly (Investment Management) (WTC-IM) is the asset management division of The Washington Trust Co. of Westerly, a community bank headquartered in Westerly, Rhode Island. The firm was founded in 1902 and is a subsidiary of Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTC-IM offers a range of personal and business financial services which includes trust services, investment management services and wealth management services. They manage portfolios for individuals, institutions and ERISA pension plans. | Finance |
Ocean Community YMCA
Ocean Community YMCA Media ConglomeratesConsumer Services Ocean Community YMCA operates as a nonprofit organization which offers recreational programs and services for all ages. It engages with children, adults and families from all segments of communities to achieve healthier lifestyles. The company is headquartered in Charlestown, RI. | Consumer Services |
Cardinal Hayes Home for Children at Millbrook New York
Cardinal Hayes Home for Children at Millbrook New York Medical/Nursing ServicesHealth Services Cardinal Hayes Home for Children at Millbrook New York operates as a non-profit organization. The firm offers educational, residential, respite and adult day programs. The company was founded in 1941 and is headquartered in Millbrook, NY. | Health Services |
Napatree Capital LLC
Napatree Capital LLC Investment ManagersFinance Napatree Capital LLC provides investment advisory services. The private company is based in Providence, RI. | Finance |
