Maureen M. Trefry
Gestionnaire de Portefeuille-Actions chez Eastern Bank (Investment Management)
Profil
Ms. Maureen M.
Trefry is a Senior Vice President at Eastern Bank Corp.
She is responsible for investment management and client service for a combination of fiduciary, charitable, and personal portfolios.
She has specialized expertise in retirement planning.
She joined Eastern Bank in 1992 as a result of the acquisition of Malden Trust Company, where she had worked in retirement plans since 1989.
Ms. Trefry holds a Bachelor of Science from Mankato State University and is a graduate of the National Graduate Trust School at Northwestern University.
She has completed Boston University’s Certified Financial Planner program and obtained the designation of Certified Financial Planner.
She is a graduate of the Cannon Trust School.
Postes actifs de Maureen M. Trefry
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 | 01/01/1992 |
Formation de Maureen M. Trefry
Minnesota State University-Mankato | 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 | 1 |
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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 |