![Elaine Rosenfield Gillim](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profiel
Ms. Elaine R.
Gillim, CFA, is a Managing Director & Senior Investment Advisor at Ballentine Partners LLC.
Prior to joining Ballentine Partners, Ms. Gillim spent 15 years at Atlantic Trust Company (formerly Pell Rudman and Co.) as a Senior Vice President.
She worked with a large group of high net worth clients while also contributing significantly to the firm's investment process and operations.
Prior to her role at Atlantic Trust, she worked as a securities analyst at Fleet Bank.
Ms. Gillim is a Magna Cum Laude, Phi Beta Kappa graduate of the University of Vermont with a degree in Zoology.
She holds the Chartered Financial Analyst designation and is a member of the CFA Institute and Boston Security Analysts Society.
Eerdere bekende functies van Elaine Rosenfield Gillim
Bedrijven | Functie | Einde |
---|---|---|
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. | Portefeuillebeheerder-Aandelen | 29-06-2018 |
Fleet Bank (Doylestown, Pennsylvania) | Corporate Officer/Principal | - |
Atlantic Trust Co., NA (Massachusetts)
![]() Atlantic Trust Co., NA (Massachusetts) Major BanksFinance Atlantic Trust Co., NA is a nationally chartered commercial bank. The company is based in Boston, MA. | Corporate Officer/Principal | - |
Opleiding van Elaine Rosenfield Gillim
University of Vermont | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 3 |
---|---|
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 |
Atlantic Trust Co., NA (Massachusetts)
![]() Atlantic Trust Co., NA (Massachusetts) Major BanksFinance Atlantic Trust Co., NA is a nationally chartered commercial bank. The company is based in Boston, MA. | Finance |
Fleet Bank (Doylestown, Pennsylvania) | Finance |