Nancy Hacker Place
Analyst-Equity chez Appleton Partners, Inc.
Profil
Ms. Nancy H.
Place is Senior Vice President & Portfolio Manager at Appleton Partners, Inc. She is responsible for the development and investment management of new client relationships for Appleton and Cambridge Appleton Trust.
She has over 30 years experience in the investment management and private wealth management industry.
In Appleton she is part of the equity research and strategy committee.
Her responsibilities include providing financial and investment planning as well as assisting clients with establishing an asset allocation strategy given their overall risk tolerance and cash flow requirements.
She is a current member of the Boston Estate Planning Council, The Boston Family Office Group, Family Firm Institute, Women in Finance, and The Vincent Club, an organization that supports the Vincent Memorial Hospital at Massachusetts General Hospital.
Prior to joining Appleton in 2003, Ms. Place held many positions in private wealth management area with United States Trust Company of Boston, BayBank Harvard Trust and Gardner Preston and Moss.
She is a graduate of Bentley College, Simmons Graduate School of Management and Boston University’s College of Financial Planning.
Postes actifs de Nancy Hacker Place
| Sociétés | Poste | Début |
|---|---|---|
Appleton Partners, Inc.
 Appleton Partners, Inc. Investment ManagersFinance Appleton Partners, Inc. (Appleton) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1987 by Douglas Chamberlain and Kathleen Burge. Appleton provides portfolio management services to individuals, high net-worth individuals, charitable organizations, foundations or endowments, state or municipal governments, corporations or other businesses and clients from third-party platforms and/or third-party managers. | Analyst-Equity | 01/01/2003 |
Anciens postes connus de Nancy Hacker Place
| Sociétés | Poste | Fin |
|---|---|---|
Boston Trust Walden, Inc.
 Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Boston Trust Investment Management, Inc. They are a wholly-owned subsidiary of Boston Trust Walden Co., which in turn is wholly-owned by Boston Trust Walden Corp. Boston Trust Walden provides investment advisory services to the Boston Trust Walden Funds and separately managed accounts which includes institutions, pensions, government agencies and other institutional clients. They also provide investment management services to investors with environmental, social, and governance (ESG) guidelines and sub-advisory services to mutual funds. | Gestionnaire de Portefeuille-Actions | 31/12/2002 |
| BayBank Harvard Trust Co. | Corporate Officer/Principal | - |
Formation de Nancy Hacker Place
| Bentley University | Undergraduate Degree |
| Boston University | Graduate Degree |
| Simmons School of Management | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Appleton Partners, Inc.
Appleton Partners, Inc. Investment ManagersFinance Appleton Partners, Inc. (Appleton) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1987 by Douglas Chamberlain and Kathleen Burge. Appleton provides portfolio management services to individuals, high net-worth individuals, charitable organizations, foundations or endowments, state or municipal governments, corporations or other businesses and clients from third-party platforms and/or third-party managers. | Finance |
Boston Trust Walden, Inc.
Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Boston Trust Investment Management, Inc. They are a wholly-owned subsidiary of Boston Trust Walden Co., which in turn is wholly-owned by Boston Trust Walden Corp. Boston Trust Walden provides investment advisory services to the Boston Trust Walden Funds and separately managed accounts which includes institutions, pensions, government agencies and other institutional clients. They also provide investment management services to investors with environmental, social, and governance (ESG) guidelines and sub-advisory services to mutual funds. | Finance |
| BayBank Harvard Trust Co. | Finance |