Andrew John Cullivan
Portefeuillebeheerder-Aandelen bij First Trust Direct Indexing LP
Profiel
Andrew John Cullivan is a Portfolio Manager at First Trust Direct Indexing LP since 2020.
He was a Principal at Artemis Financial Advisors LLC from 2012 to 2013.
He completed his undergraduate degree at Bentley University.
Actieve functies van Andrew John Cullivan
| Bedrijven | Functie | Begin |
|---|---|---|
First Trust Direct Indexing LP
 First Trust Direct Indexing LP Investment ManagersFinance First Trust Direct Indexing LP (First Trust) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was formerly known as Arboretum Advisors LLC and as Veriti Management LLC. First Trust manages domestic, international, and global equity portfolios for high-net worth individuals, institutions, and intermediaries such as wealth managers, consultants and family offices. | Portefeuillebeheerder-Aandelen | 01-12-2020 |
Eerdere bekende functies van Andrew John Cullivan
| Bedrijven | Functie | Einde |
|---|---|---|
Artemis Financial Advisors LLC
 Artemis Financial Advisors LLC Investment ManagersFinance Artemis Financial Advisors LLC (Artemis) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Leigh Bivings in 2007. Artemis offers highly personalized financial planning, sustainable investing, and wealth management services to individuals and families. | Analyst-Equity | 01-05-2013 |
Opleiding van Andrew John Cullivan
| Bentley University | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Artemis Financial Advisors LLC
Artemis Financial Advisors LLC Investment ManagersFinance Artemis Financial Advisors LLC (Artemis) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Leigh Bivings in 2007. Artemis offers highly personalized financial planning, sustainable investing, and wealth management services to individuals and families. | Finance |
First Trust Direct Indexing LP
First Trust Direct Indexing LP Investment ManagersFinance First Trust Direct Indexing LP (First Trust) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was formerly known as Arboretum Advisors LLC and as Veriti Management LLC. First Trust manages domestic, international, and global equity portfolios for high-net worth individuals, institutions, and intermediaries such as wealth managers, consultants and family offices. | Finance |
