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Profil
Mr. Richard F.
Carolan, Jr., is a Co-President & Financial Advisor at Blue Fin Capital, Inc. He delivers comprehensive financial and investment advice to the firm’s clients.
He founded Blue Fin Capital in 1994.
Prior to establishing Blue Fin, Mr. Carolan was an investment analyst at Carolan & Co., Inc., a regional broker dealer specializing in municipal bonds, and a vice president with Carolan Leasing Corp.
He started his career at Fleet National Bank, where he held positions as a senior credit analyst in the bank’s leasing division and a credit officer on the trading desk at the bank’s Treasury department.
Mr. Carolan earned his Bachelor of Arts degree from from Brown University.
Postes actifs de Rich Carolan
| Sociétés | Poste | Début |
|---|---|---|
Blue Fin Capital, Inc.
 Blue Fin Capital, Inc. Investment ManagersFinance Blue Fin employs a dynamic and personalized approach to managing client portfolios so that they align with client’s goals over course of their lifetime and resist the effects of inflation and taxes. They build separately managed custom portfolios for clients consisting of individual stocks and bonds and select ETFs. | Directeur Général | 01/01/1994 |
Anciens postes connus de Rich Carolan
| Sociétés | Poste | Fin |
|---|---|---|
FleetBoston Financial Corp.
 FleetBoston Financial Corp. Major BanksFinance Individually managed equity portfolios emphasize long-term growth and are constructed from a list of between 30 and 50 stocks carefully selected from a universe of about 300 companies. Typically large capitalization, these stocks are identified through a process that combines bottom-up company-by-company analysis with top-down screening. Approved stocks are combined in a portfolio that is deliberately diversified across economic sectors to manage risk while capitalizing on long-term economic expectations and demographic trends. Equities: The firm methodology for equities investing includes a systematic analysis of macroeconomic conditions. To be included in a portfolio a company must: 1) have historically low relative p/e ratio of stock to industry, stock to market and stock to GNP; 2) be growing at a rate greater than its current p/e multiple; 3) have a strong cash flow; 4) have increasing levels of dividends. Stocks are sold when they reach an extreme in the established price range, the fundamentals deteriorate, or there are more compelling buying opportunities available. Balanced & Fixed: The firm uses a combination of economic, international, and political analysis to begin to determine the proper asset allocation between fixed-income and equity investments. Fixed-income parameters are based upon forecasts of trends in economics and interest rates and other technical considerations. The equity portion of the portfolio is determined by establishing a likely range for the market based upon forecasts of earnings, inflation, and corporate price-earnings. In addition, consideration is given to the clients' investment objectives. | Analyst-Fixed Income | 30/08/1994 |
Formation de Rich Carolan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
97
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
FleetBoston Financial Corp.
FleetBoston Financial Corp. Major BanksFinance Individually managed equity portfolios emphasize long-term growth and are constructed from a list of between 30 and 50 stocks carefully selected from a universe of about 300 companies. Typically large capitalization, these stocks are identified through a process that combines bottom-up company-by-company analysis with top-down screening. Approved stocks are combined in a portfolio that is deliberately diversified across economic sectors to manage risk while capitalizing on long-term economic expectations and demographic trends. Equities: The firm methodology for equities investing includes a systematic analysis of macroeconomic conditions. To be included in a portfolio a company must: 1) have historically low relative p/e ratio of stock to industry, stock to market and stock to GNP; 2) be growing at a rate greater than its current p/e multiple; 3) have a strong cash flow; 4) have increasing levels of dividends. Stocks are sold when they reach an extreme in the established price range, the fundamentals deteriorate, or there are more compelling buying opportunities available. Balanced & Fixed: The firm uses a combination of economic, international, and political analysis to begin to determine the proper asset allocation between fixed-income and equity investments. Fixed-income parameters are based upon forecasts of trends in economics and interest rates and other technical considerations. The equity portion of the portfolio is determined by establishing a likely range for the market based upon forecasts of earnings, inflation, and corporate price-earnings. In addition, consideration is given to the clients' investment objectives. | Finance |
Brown University
 Brown University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Blue Fin Capital, Inc.
Blue Fin Capital, Inc. Investment ManagersFinance Blue Fin employs a dynamic and personalized approach to managing client portfolios so that they align with client’s goals over course of their lifetime and resist the effects of inflation and taxes. They build separately managed custom portfolios for clients consisting of individual stocks and bonds and select ETFs. | Finance |
