Joe Trainor
Membre du Comité d'Investissement chez MuniCrest Investment Management Co. LLC
Profil
Mr. Joseph J.
Trainor, CFA MBA, is Managing Partner at MuniCrest Investment Management Co. LLC.
Prior to joining MuniCrest Investment Management, Mr. Trainor was employed as President by US Trust Corp.
and Massachusetts Financial Services Co., Chief Financial Officer by Brigham & Women's Hospital, Chief Investment Officer by Partners HealthCare System, Inc., and Treasury Manager by Honeywell Information Systems, Inc.
He received his undergraduate degree from Salem State College and his MBA from Northeastern University.
Postes actifs de Joe Trainor
| Sociétés | Poste | Début |
|---|---|---|
MuniCrest Investment Management Co. LLC
 MuniCrest Investment Management Co. LLC Investment ManagersFinance MuniCrest Investment Management Co. LLC (MuniCrest) is a state registered investment advisor and consulting firm headquartered in North Andover, Massachusetts. The firm was founded by Jeffrey D. Slater in 2000. They are a majority owned subsidiary of Boston Hill Advisors LLC. MuniCrest specializes in the management of fixed income portfolios for insurance companies and individuals. | Membre du Comité d'Investissement | 01/05/2011 |
Anciens postes connus de Joe Trainor
| Sociétés | Poste | Fin |
|---|---|---|
US Trust Corp.
 US Trust Corp. Regional BanksFinance US Trust Corp. provides integrated wealth management solutions. It offers solutions that leverage the company's expertise in investment management, planning services, private banking and trust services. The company was founded by John Aikman Stewart in 1853 and is located in New York City, NY. | President | 12/04/2011 |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | President | - |
| Honeywell Information Systems, Inc. | Treasurer | - |
The Brigham & Women's Hospital, Inc.
 The Brigham & Women's Hospital, Inc. Hospital/Nursing ManagementHealth Services The Brigham & Women's Hospital, Inc. provides health care services. The firm offers treatment for cancer, cardio vascular, neurosciences, orthopedic, arthritis, women's health and clinical services. The company was founded in 1980 and is headquartered in Boston, MA. | Directeur Financier/CFO | - |
Mass General Brigham, Inc.
 Mass General Brigham, Inc. Medical/Nursing ServicesHealth Services Mass General Brigham, Inc. engages in the provision of patient care, research, teaching, and community services. It offers community and specialty hospitals, physician network, community health centers, and home care. The firm also sponsors research programs and community health outreach programs. The company was founded in 1994 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
Formation de Joe Trainor
| Northeastern University | Masters Business Admin |
| Salem State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
The Brigham & Women's Hospital, Inc.
The Brigham & Women's Hospital, Inc. Hospital/Nursing ManagementHealth Services The Brigham & Women's Hospital, Inc. provides health care services. The firm offers treatment for cancer, cardio vascular, neurosciences, orthopedic, arthritis, women's health and clinical services. The company was founded in 1980 and is headquartered in Boston, MA. | Health Services |
US Trust Corp.
US Trust Corp. Regional BanksFinance US Trust Corp. provides integrated wealth management solutions. It offers solutions that leverage the company's expertise in investment management, planning services, private banking and trust services. The company was founded by John Aikman Stewart in 1853 and is located in New York City, NY. | Finance |
Mass General Brigham, Inc.
Mass General Brigham, Inc. Medical/Nursing ServicesHealth Services Mass General Brigham, Inc. engages in the provision of patient care, research, teaching, and community services. It offers community and specialty hospitals, physician network, community health centers, and home care. The firm also sponsors research programs and community health outreach programs. The company was founded in 1994 and is headquartered in Boston, MA. | Health Services |
| Honeywell Information Systems, Inc. | |
MuniCrest Investment Management Co. LLC
MuniCrest Investment Management Co. LLC Investment ManagersFinance MuniCrest Investment Management Co. LLC (MuniCrest) is a state registered investment advisor and consulting firm headquartered in North Andover, Massachusetts. The firm was founded by Jeffrey D. Slater in 2000. They are a majority owned subsidiary of Boston Hill Advisors LLC. MuniCrest specializes in the management of fixed income portfolios for insurance companies and individuals. | Finance |