Gary Joseph Friedmann
Portefeuillebeheerder-Aandelen bij Rockland Trust Co.
Profiel
Mr. Gary J.
Friedmann, CFA, is a Vice President & Portfolio Manager at Rockland Trust Co. He has been with Rockland Trust since 2011.
He is responsible for integrating an investment strategy that reflects our clients’ objectives, financial goals, and risk tolerance including custom asset allocation, long-term goal planning, and securities research.
Prior to joining Rockland Trust, Mr. Friedmann was Director of Investments at Washington Trust Investors.
While there he was responsible for the management of investment portfolios and was a member of the investment committee which set investment policy and managed the firm’s core equity model.
He also held a position at Fleet Investment Advisors.
He received a BS in business administration with a concentration in finance from State University of New York at Albany.
He holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations, and a Certificate in Investment Performance Measurement.
Actieve functies van Gary Joseph Friedmann
| Bedrijven | Functie | Begin |
|---|---|---|
Rockland Trust Co.
 Rockland Trust Co. Investment ManagersFinance Rockland Trust Co. is an investment management firm headquartered in Rockland, Massachusetts. The firm was founded in 1907 and is owned by Independent Bank Corp. (Massachusetts) (NASDAQ: INDB). Rockland Trust offers a wide range of investment services to businesses and individuals. | Portefeuillebeheerder-Aandelen | 01-05-2011 |
Eerdere bekende functies van Gary Joseph Friedmann
| Bedrijven | Functie | Einde |
|---|---|---|
Phoenix Investment Management Co., Inc.
 Phoenix Investment Management Co., Inc. Investment ManagersFinance Founded in 1988, Washington Trust Investors, formerly Phoenix Investment Management Co., is an investment advisor located in Providence, Rhode Island. The firm is a subsidiary of Washington Trust Bancorp, Inc. (NASDAQ: WASH). Washington Trust Investors manages assets for individuals and institutions including endowments, pension funds, corporations, and municipalities | Analist-Vaste Inkomen | 27-09-2010 |
| Fleet Investment Advisors | Portefeuillebeheerder-Aandelen | - |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
Opleiding van Gary Joseph Friedmann
| The State University of New York | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
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Eerstegraads connecties
Bedrijven verbonden in de eerste graad
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Phoenix Investment Management Co., Inc.
Phoenix Investment Management Co., Inc. Investment ManagersFinance Founded in 1988, Washington Trust Investors, formerly Phoenix Investment Management Co., is an investment advisor located in Providence, Rhode Island. The firm is a subsidiary of Washington Trust Bancorp, Inc. (NASDAQ: WASH). Washington Trust Investors manages assets for individuals and institutions including endowments, pension funds, corporations, and municipalities | Finance |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
| Fleet Investment Advisors | Finance |
Rockland Trust Co.
Rockland Trust Co. Investment ManagersFinance Rockland Trust Co. is an investment management firm headquartered in Rockland, Massachusetts. The firm was founded in 1907 and is owned by Independent Bank Corp. (Massachusetts) (NASDAQ: INDB). Rockland Trust offers a wide range of investment services to businesses and individuals. | Finance |
