Shawn M. McCarthy
Plus aucun poste en cours
Profil
Mr. Shawn M.
McCarthy, CFP, is Vice President at Eastern Investment Advisors.
Prior to joining Eastern in April of 2001, he was a vice president and relationship manager in the Large Account Unit at Fleet National Bank.
He has been working in the trust business since 1992.
Mr. McCarthy is a Certified Financial Planner practitioner and holds a Bachelor of Science in Finance from Bentley College.
He obtained his Certified Trust and Financial Advisor certification from The Institute of Certified Bankers.
He is also a graduate of Cannon Trust School at Boston University and has received a certificate in financial planning from Boston University's Center for Professional Education.
Anciens postes connus de Shawn M. McCarthy
| Sociétés | Poste | Fin |
|---|---|---|
| Fleet National Bank (Providence, Rhode Island) | Corporate Officer/Principal | 30/03/2001 |
Eastern Bank (Investment Management)
 Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank (Investment Management) (Eastern Bank-IM) is the investment management division of Eastern Bank, a full-service commercial bank headquartered in Boston, Massachusetts. Formerly known as Eastern Investment Advisors, Inc., the firm was founded in 1818 and is a subsidiary of Eastern Bankshares, Inc. (NASDAQ: EBC). Eastern Bank-PB provides individual and institutional clients with financial planning, portfolio management and fiduciary services. | Gestionnaire de Portefeuille-Actions | - |
Formation de Shawn M. McCarthy
| Bentley University | Undergraduate Degree |
| Boston University | Graduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Eastern Bank (Investment Management)
Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank (Investment Management) (Eastern Bank-IM) is the investment management division of Eastern Bank, a full-service commercial bank headquartered in Boston, Massachusetts. Formerly known as Eastern Investment Advisors, Inc., the firm was founded in 1818 and is a subsidiary of Eastern Bankshares, Inc. (NASDAQ: EBC). Eastern Bank-PB provides individual and institutional clients with financial planning, portfolio management and fiduciary services. | Finance |
| Fleet National Bank (Providence, Rhode Island) | Finance |
