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John Bond Trevor
Gestionnaire de Portefeuille-Actions chez Parsons Capital Management, Inc.
Profil
Mr. John B.
Trevor is a Managing Director at Parsons Capital Management, Inc. He has over 12 years experience, joined Parsons Capital Management in January, 2011.
Prior to joining Parsons Capital Management, he was a portfolio manager and financial planner for Slocum, Gordon & Company in Newport.
He attended St. Paul’s School and graduated from University of Colorado with a BA in Political Science.
He received his MBA from the University of Rhode Island and completed the Financial Planning certification program at Bryant University.
He is Treasurer of St. John’s Episcopal Church, Fishers Island, NY and is a permanent Deacon at Central Congregational Church in Providence where he currently serves on their Prudential Committee.
He has served on the board of the Audubon Society of RI where he was chair of their investment committee and as a trustee for the Gordon School where he currently serves on its investment committee.
He is a former president and current trustee of IGWE Trust and a member of the Financial Planning Association of RI.
He is a Certified Financial Planner.
Postes actifs de John Bond Trevor
Sociétés | Poste | Début |
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Parsons Capital Management, Inc.
![]() Parsons Capital Management, Inc. Investment ManagersFinance Parsons Capital Management, Inc. (PCM) is a SEC-registered investment advisor and wealth management firm headquartered in Providence, Rhode Island. The firm was founded by Bob Parsons and Ged Parsons in 1993 and is principally owned by PCM Holdings, Inc. PCM provides investment management services to high net-worth individuals, qualified retirement plans, corporate pension and profit-sharing plans, charitable institutions, endowments, trusts, estates, foundations, and corporations. | Gestionnaire de Portefeuille-Actions | 01/01/2011 |
Anciens postes connus de John Bond Trevor
Sociétés | Poste | Fin |
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Slocum Gordon & Co. LLP
![]() Slocum Gordon & Co. LLP Investment ManagersFinance Slocum, Gordon & Co. LLP (SGC) is an independent, SEC-registered investment advisor headquartered in Newport, Rhode Island. The firm was founded by John Slocum Jr. and Jeffrey Gordon in 1978. SGC provides discretionary investment management and counsel for individual portfolios, trusts and estates, charitable endowment funds, individual retirement accounts and corporate pension funds. | Analyst-Equity | 01/10/2010 |
Formation de John Bond Trevor
The University of Colorado | Undergraduate Degree |
University of Rhode Island | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
Entreprise privées | 2 |
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Slocum Gordon & Co. LLP
![]() Slocum Gordon & Co. LLP Investment ManagersFinance Slocum, Gordon & Co. LLP (SGC) is an independent, SEC-registered investment advisor headquartered in Newport, Rhode Island. The firm was founded by John Slocum Jr. and Jeffrey Gordon in 1978. SGC provides discretionary investment management and counsel for individual portfolios, trusts and estates, charitable endowment funds, individual retirement accounts and corporate pension funds. | Finance |
Parsons Capital Management, Inc.
![]() Parsons Capital Management, Inc. Investment ManagersFinance Parsons Capital Management, Inc. (PCM) is a SEC-registered investment advisor and wealth management firm headquartered in Providence, Rhode Island. The firm was founded by Bob Parsons and Ged Parsons in 1993 and is principally owned by PCM Holdings, Inc. PCM provides investment management services to high net-worth individuals, qualified retirement plans, corporate pension and profit-sharing plans, charitable institutions, endowments, trusts, estates, foundations, and corporations. | Finance |