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Owen Gilmore
Membre du Comité d'Investissement chez Beaumont Financial Partners LLC
Postes actifs de Owen Gilmore
Sociétés | Poste | Début | Fin |
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Beaumont Financial Partners LLC
![]() Beaumont Financial Partners LLC Investment ManagersFinance Beaumont Financial Partners LLC (Beaumont) is an investment management firm headquartered in Needham, Massachusetts. The firm was founded in 1999 and their predecessor firm, Beaumont Trust Associates, became a registered investment adviser in 1981. They were acquired by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2022. Beaumont offers a comprehensive range of wealth management and family office services to affluent individuals and families, small businesses, and select institutions. | Membre du Comité d'Investissement | 01/07/2023 | - |
Gestionnaire de Portefeuille-Actions | 01/07/2023 | - |
Historique de carrière de Owen Gilmore
Anciens postes connus de Owen Gilmore
Sociétés | Poste | Début | Fin |
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Barrett Asset Management LLC
![]() Barrett Asset Management LLC Investment ManagersFinance Barrett Asset Management LLC (Barrett) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2011 and is a subsidiary of CI Financial Corp. (TSE: CIX) in Canada. Barrett provides portfolio management advisory services to individuals, corporations, trusts, estates, charitable organizations, foundations and educational institutions, pension and profit-sharing plans, as well as other types of businesses and institutional clients. | Analyst-Equity | 01/01/2016 | 01/01/2019 |
Gestionnaire de Portefeuille-Actions | 01/01/2016 | 01/06/2023 | |
Boston University | Corporate Officer/Principal | - | - |
Formation de Owen Gilmore
Colby College | Undergraduate Degree |
The Leonard N Stern School of Business | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 5 |
Israël | 2 |
Opérationnelle
Portfolio Manager-Equities | 2 |
Analyst-Equity | 1 |
Corporate Officer/Principal | 1 |
Sectorielle
Consumer Services | 4 |
Finance | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 2 |
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Barrett Asset Management LLC
![]() Barrett Asset Management LLC Investment ManagersFinance Barrett Asset Management LLC (Barrett) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2011 and is a subsidiary of CI Financial Corp. (TSE: CIX) in Canada. Barrett provides portfolio management advisory services to individuals, corporations, trusts, estates, charitable organizations, foundations and educational institutions, pension and profit-sharing plans, as well as other types of businesses and institutional clients. | Finance |
Beaumont Financial Partners LLC
![]() Beaumont Financial Partners LLC Investment ManagersFinance Beaumont Financial Partners LLC (Beaumont) is an investment management firm headquartered in Needham, Massachusetts. The firm was founded in 1999 and their predecessor firm, Beaumont Trust Associates, became a registered investment adviser in 1981. They were acquired by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2022. Beaumont offers a comprehensive range of wealth management and family office services to affluent individuals and families, small businesses, and select institutions. | Finance |
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