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Postes actifs de Rich Carolan
Sociétés | Poste | Début | Fin |
---|---|---|---|
Blue Fin Capital, Inc.
![]() Blue Fin Capital, Inc. Investment ManagersFinance Blue Fin Capital, Inc. (Blue Fin) is an independent wealth management firm and registered investment advisor headquartered in Warren, Rhode Island. The firm was founded by Richard Carolan and Clark Sammartino in 1994. Blue Fin provides advisory services primarily to high net worth individuals, including their trusts, estates and retirement accounts. It also provides services to corporations or business entities including their pension and profit-sharing plans, and to charitable organizations. | Directeur Général | 01/01/1994 | - |
Fondateur | 01/01/1994 | - | |
President | 01/01/1994 | - | |
Treasurer | 01/01/1994 | - |
Historique de carrière de Rich Carolan
Anciens postes connus de Rich Carolan
Sociétés | Poste | Début | Fin |
---|---|---|---|
FleetBoston Financial Corp.
![]() FleetBoston Financial Corp. Major BanksFinance Headquartered in Boston, Fleet offers comprehensive investment management services to individuals with $1 million or more in assets. Investment advisors from Fleet Investment Advisors work as a team with relationship managers from Fleet Private Clients Group to provide integrated financial management that addresses the specific needs of individuals and families - from investment management to trust, retirement wealth management, credit, and banking services. Fleet National Bank is a wholly owned subsidiary of Fleet Boston Financial Corp. | Analyst-Fixed Income | 01/06/1990 | 30/08/1994 |
Formation de Rich Carolan
Brown University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 4 |
Opérationnelle
Chief Executive Officer | 1 |
Founder | 1 |
President | 1 |
Sectorielle
Finance | 3 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 2 |
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Blue Fin Capital, Inc.
![]() Blue Fin Capital, Inc. Investment ManagersFinance Blue Fin Capital, Inc. (Blue Fin) is an independent wealth management firm and registered investment advisor headquartered in Warren, Rhode Island. The firm was founded by Richard Carolan and Clark Sammartino in 1994. Blue Fin provides advisory services primarily to high net worth individuals, including their trusts, estates and retirement accounts. It also provides services to corporations or business entities including their pension and profit-sharing plans, and to charitable organizations. | Finance |
FleetBoston Financial Corp.
![]() FleetBoston Financial Corp. Major BanksFinance Headquartered in Boston, Fleet offers comprehensive investment management services to individuals with $1 million or more in assets. Investment advisors from Fleet Investment Advisors work as a team with relationship managers from Fleet Private Clients Group to provide integrated financial management that addresses the specific needs of individuals and families - from investment management to trust, retirement wealth management, credit, and banking services. Fleet National Bank is a wholly owned subsidiary of Fleet Boston Financial Corp. | Finance |
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