![Duke Laflamme](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Duke Laflamme
Portefeuillebeheerder-Aandelen bij Corient Private Wealth LLC
Profiel
Mr. Duke E.
Laflamme, CFA, is a Partner at Corient Private Wealth LLC.
He is responsible for leading the overall investment process within the firm.
This includes the oversight of the equity, fixed income, outside manager, and ESG Strategies.
He represents the firm within Eaton Vance’s Income and Equity Research Departments and is a member of the firm’s Asset Allocation Committee.
Mr. Laflamme also provides investment management services to individuals, corporations, foundations and endowments.
Prior to joining legacy firm Eaton Vance in 2010, Mr. Laflamme was a Vice President and portfolio manager for Eaton Vance’s Investment Grade Fixed Income team.
His primary responsibilities were to manage investment grade fixed income and money market portfolios, including five mutual funds.
Prior to joining Eaton Vance, he was an Assistant Portfolio Manager at Norwest Investment Management, where he was responsible for the Corporate, Treasury, and Asset-Backed portions of several investment grade mutual funds.
also served as past President of both the Fixed Income Management Society of Boston and the board of the Lake Winnipesaukee Watershed Association.
He received his undergraduate degree from Colorado State University.
He is a member of the Boston Security Analysts Society and the CFA Institute.
He currently serves on the New Hampshire Charitable Foundation Lakes Region Advisory board as a member.
Actieve functies van Duke Laflamme
Bedrijven | Functie | Begin |
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Corient Private Wealth LLC
![]() Corient Private Wealth LLC Investment ManagersFinance Part of CI Financial Corp., Corient Private Wealth LLC is a company that provides investment advice. The company is based in Miami, FL. | Portefeuillebeheerder-Aandelen | 01-01-2023 |
Eerdere bekende functies van Duke Laflamme
Bedrijven | Functie | Einde |
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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. | Chief Investment Officer | 01-10-2022 |
Eaton Vance Management
![]() Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Portfolio Manager-Fixed Income | 28-04-2010 |
Wells Fargo Bank Montana, NA
![]() Wells Fargo Bank Montana, NA Major BanksFinance Headquartered in Billings, Montana, Wells Fargo Bank Montana NA is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services | Corporate Officer/Principal | 31-12-1987 |
Opleiding van Duke Laflamme
Colorado State University | Undergraduate Degree |
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Bedrijven in privébezit | 4 |
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Eaton Vance Management
![]() Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Finance |
Wells Fargo Bank Montana, NA
![]() Wells Fargo Bank Montana, NA Major BanksFinance Headquartered in Billings, Montana, Wells Fargo Bank Montana NA is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services | 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 |
Corient Private Wealth LLC
![]() Corient Private Wealth LLC Investment ManagersFinance Part of CI Financial Corp., Corient Private Wealth LLC is a company that provides investment advice. The company is based in Miami, FL. | Finance |