Profil
Mr. Michael J.
Surprenant is a Vice President of Investments at Moors & Cabot, Inc.
He began his financial planning career over 26 years ago with Fidelity Investments in Boston.
He then spent three years with JP Morgan Private Bank on a team that managed client assets totaling over $500M.
Taking his business private over the next 15 years, he has built a full service financial planning practice.
Postes actifs de Michael Joseph Surprenant
| Sociétés | Poste | Début |
|---|---|---|
Moors & Cabot, Inc. (Investment Management)
Moors & Cabot, Inc. (Investment Management) Investment ManagersFinance Moors & Cabot-IM does not favor any specific method of analysis over another, therefore, would not be considered to have a designated primary strategy. The firm provides investment advice on the following types of securities: exchange listed securities, over-the-counter securities, corporate debt securities, warrants, commercial paper, bank CDs, municipal securities, US government securities, foreign issuers, ETFs and mutual funds. | Gestionnaire de Portefeuille-Actions | 01/11/2012 |
Formation de Michael Joseph Surprenant
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Northeastern University
Northeastern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Moors & Cabot, Inc. (Investment Management)
Moors & Cabot, Inc. (Investment Management) Investment ManagersFinance Moors & Cabot-IM does not favor any specific method of analysis over another, therefore, would not be considered to have a designated primary strategy. The firm provides investment advice on the following types of securities: exchange listed securities, over-the-counter securities, corporate debt securities, warrants, commercial paper, bank CDs, municipal securities, US government securities, foreign issuers, ETFs and mutual funds. | Finance |
















