Sam Perry
Directeur/Membre du Conseil chez National Parents Organization, Inc.
Profil
Samuel Dexter Perry is currently a Director at National Parents Organization, Inc. He previously worked as a Principal at State Street Bank & Trust Co. from 1968 to 1970, and as a Principal at Scudder Private Investment Counsel from 1971 to 2003.
He also worked as a Vice President & Wealth Advisor at Eaton Vance WaterOak Advisors from 2004 to 2020.
Perry holds an MBA from Boston University, which he received in 1971, and an undergraduate degree from Harvard College, which he received in 1965.
Postes actifs de Sam Perry
| Sociétés | Poste | Début |
|---|---|---|
National Parents Organization, Inc.
 National Parents Organization, Inc. Miscellaneous Commercial ServicesCommercial Services National Parents Organization, Inc. National Parents Organization, Inc. operates as a charitable and educational institution, which promotes shared parenting. It offers educational activities and assistance to families with divorced and separated parents. The company was founded by Ned Holstein in 1998 and is headquartered in Newton Centre, MA. | Directeur/Membre du Conseil | - |
Anciens postes connus de Sam Perry
| Sociétés | Poste | Fin |
|---|---|---|
Eaton Vance WaterOak Advisors
 Eaton Vance WaterOak Advisors Investment ManagersFinance Eaton Vance WaterOak Advisors (WaterOak) is a registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2004 and was acquired in 2021 by Morgan Stanley Domestic Holdings, Inc., which is ultimately owned by Morgan Stanley (NYSE: MS). WaterOak provides comprehensive wealth management solutions on both a discretionary and a non-discretionary basis to individuals, families, a registered investment company, pension plans, trusts, endowments and other institutional clients. | Gestionnaire de Portefeuille-Actions | 01/05/2020 |
| Scudder Private Investment Counsel /Boston Operations/ | Corporate Officer/Principal | 31/12/2003 |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Corporate Officer/Principal | - |
Formation de Sam Perry
| Boston University | Masters Business Admin |
| Harvard College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Finance |
| Scudder Private Investment Counsel /Boston Operations/ | Finance |
Eaton Vance WaterOak Advisors
Eaton Vance WaterOak Advisors Investment ManagersFinance Eaton Vance WaterOak Advisors (WaterOak) is a registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2004 and was acquired in 2021 by Morgan Stanley Domestic Holdings, Inc., which is ultimately owned by Morgan Stanley (NYSE: MS). WaterOak provides comprehensive wealth management solutions on both a discretionary and a non-discretionary basis to individuals, families, a registered investment company, pension plans, trusts, endowments and other institutional clients. | Finance |
National Parents Organization, Inc.
National Parents Organization, Inc. Miscellaneous Commercial ServicesCommercial Services National Parents Organization, Inc. National Parents Organization, Inc. operates as a charitable and educational institution, which promotes shared parenting. It offers educational activities and assistance to families with divorced and separated parents. The company was founded by Ned Holstein in 1998 and is headquartered in Newton Centre, MA. | Commercial Services |
