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Paul Elias
Gestionnaire de Portefeuille-Actions chez J. M. Forbes & Co. LLP
Profil
Mr. Paul Elias is Partner at J.
M.
Forbes & Co. LLP since 2005.
He has taken a special interest in updating the firm’s internal systems, communications and service offerings.
serves as trustee managing the historic Charles Street Meeting House and on several boards including the Coalition for Buzzards Bay and is a life-long client of the firm.
Mr. Elias worked at Performance Design, Inc., CA Systems, Inc., Blackwell Scientific Publications and Addison Wesley.
Mr. Elias received his BA and his MA in Systematics and Evolutionary Biology from the University of California and his MS in Organismal and Evolutionary Biology Harvard University.
He is Certified Trust and Financial Advisor and he holds Series 65.
Postes actifs de Paul Elias
Sociétés | Poste | Début |
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J. M. Forbes & Co. LLP
![]() J. M. Forbes & Co. LLP Investment ManagersFinance J. M. Forbes & Co. LLP (JM Forbes & Co.) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1838, JM Forbes & Co. provides investment advice and portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations and corporations. | Gestionnaire de Portefeuille-Actions | 01/01/2005 |
Formation de Paul Elias
Harvard University | Graduate Degree |
University of California, Berkeley | Undergraduate Degree |
Expériences
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Relations au 1er degré
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Entreprise privées | 1 |
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J. M. Forbes & Co. LLP
![]() J. M. Forbes & Co. LLP Investment ManagersFinance J. M. Forbes & Co. LLP (JM Forbes & Co.) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1838, JM Forbes & Co. provides investment advice and portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations and corporations. | Finance |