John Paul Sheerar
Gestionnaire de Portefeuille-Actions chez Newman Dignan & Sheerar, Inc.
Profil
Mr. John P.
Sheerar is a Principal at Newman Dignan & Sheerar, Inc. He has over 28 years of experience as an investment account manager and an estate and trust planner.
Prior to joining ND&S, he was a First Vice President and Executive Account Manager at the Private Bank of Rhode Island Hospital Trust.
At the Private Bank, he managed trusts and investment accounts with a market value of over $400 million.
He served on the Bank’s Account Administration Committee, the Real Estate Committee and was Chairman of the Charitable Trust Committee.
He began his trust and investment career with the Washington Trust Company as a private banker and tax specialist.
He received his undergraduate degree in ABA National Trust School from Northwestern University and an MBA in Finance from the University of Rhode Island.
Postes actifs de John Paul Sheerar
| Sociétés | Poste | Début |
|---|---|---|
Newman Dignan & Sheerar, Inc.
 Newman Dignan & Sheerar, Inc. Investment ManagersFinance Newman Dignan & Sheerar, Inc. (ND&S) is an independent registered investment advisor headquartered in Providence, Rhode Island. Founded in 1992, ND&S provides investment and wealth management services to individuals, fiduciaries, non-profit, and profit corporations. | Gestionnaire de Portefeuille-Actions | 01/03/1997 |
Anciens postes connus de John Paul Sheerar
| 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. | Corporate Officer/Principal | - |
Rhode Island Hospital Trust National Bank
 Rhode Island Hospital Trust National Bank Major BanksFinance Rhode Island Hospital Trust National Bank provides banking services. The private company is based in Providence, RI. | Comptroller/Controller/Auditor | - |
Formation de John Paul Sheerar
| University of Rhode Island | Masters Business Admin |
| Northwestern University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Newman Dignan & Sheerar, Inc.
Newman Dignan & Sheerar, Inc. Investment ManagersFinance Newman Dignan & Sheerar, Inc. (ND&S) is an independent registered investment advisor headquartered in Providence, Rhode Island. Founded in 1992, ND&S provides investment and wealth management services to individuals, fiduciaries, non-profit, and profit corporations. | Finance |
Rhode Island Hospital Trust National Bank
Rhode Island Hospital Trust National Bank Major BanksFinance Rhode Island Hospital Trust National Bank provides banking services. The private company is based in Providence, RI. | Finance |
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 |
