Patrick Creahan
Portfolio Manager-Fixed Income chez Cabot Wealth Management, Inc.
Profil
Mr. Patrick Creahan, CFA, is a Portfolio Manager at Cabot Wealth Management, Inc. He joined Cabot in 2020.
He is responsible for the implementation and guidance of the firm's fixed-income portfolios.
Prior to Cabot, Mr. Creahan spent 3 years at Appleton Partners as a Fixed Income Research Analyst in the Municipal Bond group.
He has experience performing fundamental research and providing investment recommendations for the development of bond portfolios.
Prior to Appleton, Patrick was an associate at US Bank in their Structured Products Banking Division.
He holds a B.A.
in Economics from Lafayette College.
He is a CFA and a CAIA charter holder.
Postes actifs de Patrick Creahan
| Sociétés | Poste | Début |
|---|---|---|
Cabot Wealth Management, Inc.
 Cabot Wealth Management, Inc. Investment ManagersFinance Cabot Wealth Management, Inc. (CWM) is an independent registered investment advisor and wealth manager headquartered in Salem, Massachusetts. The firm was founded by Robert Lutts in 1983. CWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, private investment funds, trust programs, and other US institutions. | Portfolio Manager-Fixed Income | 01/01/2020 |
Anciens postes connus de Patrick Creahan
| Sociétés | Poste | Fin |
|---|---|---|
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-Fixed Income | 01/01/2020 |
Formation de Patrick Creahan
| Lafayette College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Cabot Wealth Management, Inc.
Cabot Wealth Management, Inc. Investment ManagersFinance Cabot Wealth Management, Inc. (CWM) is an independent registered investment advisor and wealth manager headquartered in Salem, Massachusetts. The firm was founded by Robert Lutts in 1983. CWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, private investment funds, trust programs, and other US institutions. | Finance |
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 |
