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.
Anciens postes connus de Joe Trainor
| Sociétés | Poste | Fin |
|---|---|---|
MuniCrest Investment Management Co. LLC
MuniCrest Investment Management Co. LLC Investment ManagersFinance MuniCrest's core investment style is based on the premise that superior long-term after-tax returns are achieved through the prudent and active management of interest rate risk, yield curve risk, and credit risk in the context of each client's goals and objectives. The firm strives to be more quantitative than the average investor and utilize state of the art analytics that help them measure and manage risk. | Membre du Comité d'Investissement | 01/01/2021 |
US Trust Corp.
US Trust Corp. Regional BanksFinance Provides integrated wealth management solutions | President | 12/04/2011 |
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance MFS focuses on identifying businesses with durable, long-term value through their active investment platform. The firm uses various methods to evaluate securities, including fundamental analysis and quantitative analysis. | President | - |
Honeywell Information Systems, Inc. | Treasurer | - |
The Brigham & Women's Hospital, Inc.
The Brigham & Women's Hospital, Inc. Hospital/Nursing ManagementHealth Services Provides health care services | Directeur Financier/CFO | - |
Formation de Joe Trainor
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 8 |
|---|---|
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance MFS focuses on identifying businesses with durable, long-term value through their active investment platform. The firm uses various methods to evaluate securities, including fundamental analysis and quantitative analysis. | Finance |
The Brigham & Women's Hospital, Inc.
The Brigham & Women's Hospital, Inc. Hospital/Nursing ManagementHealth Services Provides health care services | Health Services |
Northeastern University
Northeastern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Salem State University
Salem State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
US Trust Corp.
US Trust Corp. Regional BanksFinance Provides integrated wealth management solutions | Finance |
Mass General Brigham, Inc.
Mass General Brigham, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a non-profit integrated healthcare system | Commercial Services |
Honeywell Information Systems, Inc. | |
MuniCrest Investment Management Co. LLC
MuniCrest Investment Management Co. LLC Investment ManagersFinance MuniCrest's core investment style is based on the premise that superior long-term after-tax returns are achieved through the prudent and active management of interest rate risk, yield curve risk, and credit risk in the context of each client's goals and objectives. The firm strives to be more quantitative than the average investor and utilize state of the art analytics that help them measure and manage risk. | Finance |
















