Eric Eaton
Analyst-Equity bij Knights of Columbus Asset Advisors LLC
Profiel
Eric Raymond Eaton is a Portfolio Manager & Equity Analyst at Knights of Columbus Asset Advisors LLC since 2019.
Prior to this, he worked as a Portfolio Manager & Equity Analyst at Boston Advisors LLC from 2016 to 2019.
He also worked as a Data & Research Analyst at Boston Advisors LLC and as a Personal Banker at Wells Fargo Bank NA in 2005-2006.
In addition, he worked as a Staff Accountant at Sullivan Bille PC in 2010-2011.
Mr. Eaton received his graduate degree from Bentley University in 2008 and his undergraduate degree from Gordon College in 2005.
Actieve functies van Eric Eaton
| Bedrijven | Functie | Begin |
|---|---|---|
Knights of Columbus Asset Advisors LLC
 Knights of Columbus Asset Advisors LLC Investment ManagersFinance Knights of Columbus Asset Advisors LLC (KoCAA) is a registered investment advisor headquartered in New Haven, Connecticut. The firm was founded in 1882 by Blessed Father Michael J. McGivney on the principles of charity, unity and fraternity. They are a wholly-owned subsidiary of Knights of Columbus Asset Advisors Holdco LLC, which is in turn owned by Knights of Columbus, Inc. KoCAA offers a suite of faith-based investment solutions specifically designed for Catholic institutions, such as dioceses, church organizations, endowments, foundations, universities and hospitals. The firm is responsible for the day-to-day management of a proprietary account, the Knights of Columbus’ General Account investment portfolio. | Analyst-Equity | 01-10-2019 |
Eerdere bekende functies van Eric Eaton
| Bedrijven | Functie | Einde |
|---|---|---|
Boston Advisors LLC
 Boston Advisors LLC Investment ManagersFinance Founded in 1982, Boston Advisors LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of Birdsong Capital LLC. They provide discretionary portfolio management services to individual and institutional clients. | Analyst-Equity | 01-09-2019 |
Sullivan Bille PC
 Sullivan Bille PC Miscellaneous Commercial ServicesCommercial Services Sullivan Bille PC provides accounting and auditing services. Its services include tax, estate, and trust tax , retirement planning, business entity selection, and IRS representation. The company was founded in 1972 and is headquartered in Tewksbury, MA. | Corporate Officer/Principal | - |
Wells Fargo Bank NA
 Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Corporate Officer/Principal | - |
Boston Advisors LLC
Boston Advisors LLC Investment ManagersFinance Founded in 1982, Boston Advisors LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of Birdsong Capital LLC. They provide discretionary portfolio management services to individual and institutional clients. | Analyst-Equity | - |
Opleiding van Eric Eaton
| Gordon College | Undergraduate Degree |
| Bentley University | Graduate Degree |
Ervaring
Beklede functies
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Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Boston Advisors LLC
Boston Advisors LLC Investment ManagersFinance Founded in 1982, Boston Advisors LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of Birdsong Capital LLC. They provide discretionary portfolio management services to individual and institutional clients. | Finance |
Wells Fargo Bank NA
Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Finance |
Sullivan Bille PC
Sullivan Bille PC Miscellaneous Commercial ServicesCommercial Services Sullivan Bille PC provides accounting and auditing services. Its services include tax, estate, and trust tax , retirement planning, business entity selection, and IRS representation. The company was founded in 1972 and is headquartered in Tewksbury, MA. | Commercial Services |
Knights of Columbus Asset Advisors LLC
Knights of Columbus Asset Advisors LLC Investment ManagersFinance Knights of Columbus Asset Advisors LLC (KoCAA) is a registered investment advisor headquartered in New Haven, Connecticut. The firm was founded in 1882 by Blessed Father Michael J. McGivney on the principles of charity, unity and fraternity. They are a wholly-owned subsidiary of Knights of Columbus Asset Advisors Holdco LLC, which is in turn owned by Knights of Columbus, Inc. KoCAA offers a suite of faith-based investment solutions specifically designed for Catholic institutions, such as dioceses, church organizations, endowments, foundations, universities and hospitals. The firm is responsible for the day-to-day management of a proprietary account, the Knights of Columbus’ General Account investment portfolio. | Finance |