Jim Bosland
Lid van de Investeringscommissie bij Appleton Partners, Inc.
Profiel
Mr. James L.
Bosland, CFA MBA, is Senior Vice President & Fixed Income Portfolio Manager at Appleton Partners, Inc. He is responsible for Short-term Municipal and Intermediate Taxable portfolios.
He is a member of the Firm’s Fixed Income Investment Committee.
He is also a member of the CFA Institute and the Boston Municipal Analysts Forum.
Prior to joining Appleton Partners in 2001, Mr. Bosland was a Managing Director at Wainwright Asset Management and a Senior Fund Manager at the BankBoston’s Private Bank.
He is a past instructor for the Boston Security Analysts Society, where he is also a member.
He received his B.A.
from Boston University and his MBA from the F.W.
Olin School at Babson College.
He holds the Chartered Financial Analyst designation.
Actieve functies van Jim Bosland
| Bedrijven | Functie | Begin |
|---|---|---|
Appleton Partners, Inc.
 Appleton Partners, Inc. Investment ManagersFinance Appleton Partners, Inc. (Appleton) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1987 by Douglas Chamberlain and Kathleen Burge. Appleton provides portfolio management services to individuals, high net-worth individuals, charitable organizations, foundations or endowments, state or municipal governments, corporations or other businesses and clients from third-party platforms and/or third-party managers. | Lid van de Investeringscommissie | 01-01-2001 |
Eerdere bekende functies van Jim Bosland
| Bedrijven | Functie | Einde |
|---|---|---|
| The Boston Security Analysts Society, Inc. | Corporate Officer/Principal | - |
Opleiding van Jim Bosland
| Boston University | Undergraduate Degree |
| F.W. Olin Graduate School of Business | Masters Business Admin |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Appleton Partners, Inc.
Appleton Partners, Inc. Investment ManagersFinance Appleton Partners, Inc. (Appleton) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1987 by Douglas Chamberlain and Kathleen Burge. Appleton provides portfolio management services to individuals, high net-worth individuals, charitable organizations, foundations or endowments, state or municipal governments, corporations or other businesses and clients from third-party platforms and/or third-party managers. | Finance |
| The Boston Security Analysts Society, Inc. |
