Profil
Mr. Terrence A. Beaton, CFA MBA, is a President & Chief Compliance Officer at Beaton Management Co., Inc.
He was employed by American Mutual Insurance Company in Wakefield, MA as an Investment Analyst working with a $550 million portfolio.
He joined Beaton Management Co. full-time in the fall of 1989.
He is a Past President of Haverhill Rotary Club.
He is also a Trustee of the Pentucket Scholarship Foundation, President of the Northern Essex Community College Foundation, and a director of the YMCA of the North Shore in Haverhill.
He holds a B.S.
degree from Babson College, where he majored in Investment and Quantitative Methods, graduating in 1983.
He also earned his MBA degree from Boston College in 1986, concentrating in Finance.
In 1991, he earned the prestigious Chartered Financial Analyst designation from the CFA Institute.
Postes actifs de Terrence Arthur Beaton
| Sociétés | Poste | Début |
|---|---|---|
Beaton Management Co., Inc.
Beaton Management Co., Inc. Investment ManagersFinance Beaton Management primarily invests in equity securities, US Treasury and other obligations of the US Government, municipal bonds, corporate debt securities, Exchange Traded Funds (ETFs), mutual funds, hedge funds, and structured products. Use of conservative option strategies are made upon instructions from the client. Security analysis at the firm is primarily done by fundamental analysis and supported by both technical and quantitative analysis. | Directeur Général | - |
YMCA of The North Shore
YMCA of The North Shore Miscellaneous Commercial ServicesCommercial Services Operates as youth development organization for healthy living and for social responsibility | Directeur/Membre du Conseil | - |
Formation de Terrence Arthur Beaton
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Babson College
Babson College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Boston College
Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
YMCA of The North Shore
YMCA of The North Shore Miscellaneous Commercial ServicesCommercial Services Operates as youth development organization for healthy living and for social responsibility | Commercial Services |
Beaton Management Co., Inc.
Beaton Management Co., Inc. Investment ManagersFinance Beaton Management primarily invests in equity securities, US Treasury and other obligations of the US Government, municipal bonds, corporate debt securities, Exchange Traded Funds (ETFs), mutual funds, hedge funds, and structured products. Use of conservative option strategies are made upon instructions from the client. Security analysis at the firm is primarily done by fundamental analysis and supported by both technical and quantitative analysis. | Finance |
















