Profil
Mr. Michael J.
Puzo is a Managing Director & Treasurer at Hemenway Trust Co. LLC.
He also chairs the Investment Committee of the firm.
He has over 30 years of experience in hands-on trust management, working with individuals, families and charities and also being a partner at Hemenway & Barnes.
He chairs the firm’s Trust Investment Committee.
He devotes substantial time to sophisticated estate and charitable gift planning and providing counsel to individuals on a broad range of family issues.
He received his undergraduate degree from Boston College and a graduate degree from Boston College Law School.
Postes actifs de Michael J. Puzo
| Sociétés | Poste | Début |
|---|---|---|
Hemenway Trust Co. LLC
Hemenway Trust Co. LLC Investment ManagersFinance Hemenway Trust aims to preserve and grow their clients’ wealth through a sound investment management philosophy and best practices. The firm is committed to a long-term investment approach using a diversified portfolio of holdings that spans asset classes and industry sectors and integrates sophisticated estate and tax planning strategies. Typically, they invest directly in common stocks issued by high-quality companies with reliable earnings, broad exposure to global markets, a history of dividend growth and strong balance sheets. Hemenway Trust avoids credit risk and invest in fixed income instruments issued by the US Treasury, highly rated companies, or states and local municipalities. | Membre du Comité d'Investissement | - |
Formation de Michael J. Puzo
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Hemenway Trust Co. LLC
Hemenway Trust Co. LLC Investment ManagersFinance Hemenway Trust aims to preserve and grow their clients’ wealth through a sound investment management philosophy and best practices. The firm is committed to a long-term investment approach using a diversified portfolio of holdings that spans asset classes and industry sectors and integrates sophisticated estate and tax planning strategies. Typically, they invest directly in common stocks issued by high-quality companies with reliable earnings, broad exposure to global markets, a history of dividend growth and strong balance sheets. Hemenway Trust avoids credit risk and invest in fixed income instruments issued by the US Treasury, highly rated companies, or states and local municipalities. | Finance |
Boston College
Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Boston College Law School
Boston College Law School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















