Austin Michael Poirier
Analyst-Equity bij Ballentine Partners LLC
Profiel
Mr. Austin M.
Poirier, CFA, is a Partner & Senior Investment Advisor at Ballentine Partners LLC.
In addition to his client responsibilities, he oversees investments in natural resources, including public and private energy managers.
He is responsible for formulating the firm's investment strategy, evaluating public and private investment opportunities and monitoring trends within the markets.
Prior to joining the firm, Mr. Poirier worked as a Senior Financial Associate at Weston Financial Group where he created financial and investment plans for high net worth clients.
Mr. Poirier received a Master of Science in Financial Planning from the McCallum School of Business at Bentley University and a Bachelor of Science in Management, Summa Cum Laude, from Bentley University.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analyst Society.
Actieve functies van Austin Michael Poirier
| Bedrijven | Functie | Begin |
|---|---|---|
Ballentine Partners LLC
 Ballentine Partners LLC Investment ManagersFinance Ballentine Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by Roy Ballentine and Alice Finn in 2010 to continue manage the entire business of Ballentine, Finn & Co., Inc., a wealth advisory firm which was created in 1984. They are a subsidiary of Ballentine & Co., Inc. Ballentine Partners provides financial advice for wealthy families. | Analyst-Equity | 25-01-2010 |
Eerdere bekende functies van Austin Michael Poirier
| Bedrijven | Functie | Einde |
|---|---|---|
Washington Trust Advisors, Inc.
 Washington Trust Advisors, Inc. Investment ManagersFinance Washington Trust Advisors, Inc. (WTA) is a SEC-registered investment advisor and wealth management firm headquartered in Wellesley, Massachusetts. The firm was founded by Joseph Robbat and Douglas Biggar in 1979 as Weston Financial Group, Inc. until 2021. They are a wholly-owned subsidiary of The Washington Trust Co. of Westerly, which is wholly-owned by Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTA offers wealth management and holistic financial planning services for institutional and high-net worth clients. | Corporate Officer/Principal | 30-06-2006 |
Opleiding van Austin Michael Poirier
| Bentley University | Graduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
Man
Vrouw
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Ballentine Partners LLC
Ballentine Partners LLC Investment ManagersFinance Ballentine Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by Roy Ballentine and Alice Finn in 2010 to continue manage the entire business of Ballentine, Finn & Co., Inc., a wealth advisory firm which was created in 1984. They are a subsidiary of Ballentine & Co., Inc. Ballentine Partners provides financial advice for wealthy families. | Finance |
Washington Trust Advisors, Inc.
Washington Trust Advisors, Inc. Investment ManagersFinance Washington Trust Advisors, Inc. (WTA) is a SEC-registered investment advisor and wealth management firm headquartered in Wellesley, Massachusetts. The firm was founded by Joseph Robbat and Douglas Biggar in 1979 as Weston Financial Group, Inc. until 2021. They are a wholly-owned subsidiary of The Washington Trust Co. of Westerly, which is wholly-owned by Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTA offers wealth management and holistic financial planning services for institutional and high-net worth clients. | Finance |
