Lucille T. Duval
Gestionnaire de Portefeuille-Actions chez Eastern Bank (Investment Management)
Profil
Ms. Lucille T.
Duval is a Vice President at Eastern Bank Corp.
She is responsible for managing financial portfolios for individuals, families and non-profit organizations.
She employs a comprehensive approach to wealth management combining the highest level of client service with a focus in fiduciary services, tax, investment management and estate planning.
She has more than 25 years of experience providing financial guidance to individuals, family groups and charitable organizations.
Prior to rejoining Eastern Bank in 2013, Ms. Duval worked in the Wealth Management divisions of community banks located on the North Shore.
Earlier in her career with Eastern Bank, she worked as a trust officer for 10 years in Salem, Massachusetts.
Ms. Duval graduated from Babson College with a Bachelor of Science in Finance and Investments.
She also graduated from the National Graduate Trust School at Northwestern University.
Postes actifs de Lucille T. Duval
| Sociétés | Poste | Début |
|---|---|---|
Eastern Bank (Investment Management)
 Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank (Investment Management) (Eastern Bank-IM) is the investment management division of Eastern Bank, a full-service commercial bank headquartered in Boston, Massachusetts. Formerly known as Eastern Investment Advisors, Inc., the firm was founded in 1818 and is a subsidiary of Eastern Bankshares, Inc. (NASDAQ: EBC). Eastern Bank-PB provides individual and institutional clients with financial planning, portfolio management and fiduciary services. | Gestionnaire de Portefeuille-Actions | 01/01/2013 |
Anciens postes connus de Lucille T. Duval
| Sociétés | Poste | Fin |
|---|---|---|
Beverly National Bank
 Beverly National Bank Major BanksFinance Located in Beverly, Massachusetts, Beverly National Bank (BNB) was founded in 1802. They provide portfolio management and investment advisory services for individuals, families, trustees, retirement accounts, charities, businesses and municipalities. | Gestionnaire de Portefeuille-Actions | 11/02/2010 |
Eastern Bank (Investment Management)
Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank (Investment Management) (Eastern Bank-IM) is the investment management division of Eastern Bank, a full-service commercial bank headquartered in Boston, Massachusetts. Formerly known as Eastern Investment Advisors, Inc., the firm was founded in 1818 and is a subsidiary of Eastern Bankshares, Inc. (NASDAQ: EBC). Eastern Bank-PB provides individual and institutional clients with financial planning, portfolio management and fiduciary services. | Corporate Officer/Principal | - |
Danversbank Asset Management
 Danversbank Asset Management Investment ManagersFinance Danversbank Asset Management is an investment division of Danversbank. Their ultimate parent is Danvers Bancorp. Inc. (NasdaqGS: DNBK). The firm is located in Beverly, Massachusetts. They provide personalized financial services and fiduciary services to individuals, families, trustees, retirement plans and charitable organizations. | Gestionnaire de Portefeuille-Actions | - |
Formation de Lucille T. Duval
| Babson College | Undergraduate Degree |
| Northwestern University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Beverly National Bank
Beverly National Bank Major BanksFinance Located in Beverly, Massachusetts, Beverly National Bank (BNB) was founded in 1802. They provide portfolio management and investment advisory services for individuals, families, trustees, retirement accounts, charities, businesses and municipalities. | Finance |
Danversbank Asset Management
Danversbank Asset Management Investment ManagersFinance Danversbank Asset Management is an investment division of Danversbank. Their ultimate parent is Danvers Bancorp. Inc. (NasdaqGS: DNBK). The firm is located in Beverly, Massachusetts. They provide personalized financial services and fiduciary services to individuals, families, trustees, retirement plans and charitable organizations. | Finance |
Eastern Bank (Investment Management)
Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank (Investment Management) (Eastern Bank-IM) is the investment management division of Eastern Bank, a full-service commercial bank headquartered in Boston, Massachusetts. Formerly known as Eastern Investment Advisors, Inc., the firm was founded in 1818 and is a subsidiary of Eastern Bankshares, Inc. (NASDAQ: EBC). Eastern Bank-PB provides individual and institutional clients with financial planning, portfolio management and fiduciary services. | Finance |
