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Jeff Trombly
Plus aucun poste en cours
Finance
Consumer Services
Profil
Jeffrey B. Trombly formerly worked at Bar Harbor Wealth Management, as Investment Officer and Ledyard National Bank (Investment Management), as VP, Senior Portfolio Manager & Medicare Specialist.
Mr. Trombly received his undergraduate degree from Bates College.
Anciens postes connus de Jeff Trombly
| Sociétés | Poste | Fin |
|---|---|---|
Ledyard National Bank (Investment Management)
 Ledyard National Bank (Investment Management) Investment ManagersFinance Ledyard Financial Advisors aims to preserve and enhance their client's wealth. The firm constructs globally diversified portfolios and identifies effective investment solutions that address the distinct requirements of their clients. They buy individual stocks when investing in the US market and in certain international markets. When investing internationally, Ledyard Financial Advisors primarily buys ETFs, country funds, and actively managed funds. Their approach to investing in fixed income securities assesses macroeconomic factors, valuation, price trend and risk. The firm typically buys individual bonds, but they use a managed fund when investing in the high yield sector. | Gestionnaire de Portefeuille-Actions | - |
Bar Harbor Wealth Management
 Bar Harbor Wealth Management Investment ManagersFinance Bar Harbor designs an investment portfolio that is tailor-made to fit their client’s lifestyle, income, and expectations, using a combination of different assets. The majority of the firm’s clients are well served by holding a diversified combination of stocks, bonds, exchange-traded funds, and mutual funds to complement their personal holdings of real estate, bank deposits, and other assets. When evaluating investments, Bar Harbor uses a combination of quantitative, fundamental, and technical tools to determine whether an asset is fairly valued or not. | Gestionnaire de Portefeuille-Actions | - |
Formation de Jeff Trombly
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Bar Harbor Wealth Management
Bar Harbor Wealth Management Investment ManagersFinance Bar Harbor designs an investment portfolio that is tailor-made to fit their client’s lifestyle, income, and expectations, using a combination of different assets. The majority of the firm’s clients are well served by holding a diversified combination of stocks, bonds, exchange-traded funds, and mutual funds to complement their personal holdings of real estate, bank deposits, and other assets. When evaluating investments, Bar Harbor uses a combination of quantitative, fundamental, and technical tools to determine whether an asset is fairly valued or not. | Finance |
Bates College
 Bates College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Ledyard National Bank (Investment Management)
Ledyard National Bank (Investment Management) Investment ManagersFinance Ledyard Financial Advisors aims to preserve and enhance their client's wealth. The firm constructs globally diversified portfolios and identifies effective investment solutions that address the distinct requirements of their clients. They buy individual stocks when investing in the US market and in certain international markets. When investing internationally, Ledyard Financial Advisors primarily buys ETFs, country funds, and actively managed funds. Their approach to investing in fixed income securities assesses macroeconomic factors, valuation, price trend and risk. The firm typically buys individual bonds, but they use a managed fund when investing in the high yield sector. | Finance |
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