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Jim Ladge
Operationeel Directeur bij Appleton Partners, Inc.
Actieve functies van Jim Ladge
Bedrijven | Functie | Begin | Einde |
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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. | Operationeel Directeur | 01-01-1993 | - |
Lid van de Investeringscommissie | 01-01-1993 | - | |
Portfolio Manager-Fixed Income | 01-01-1993 | - | |
Appleton Partners Business Trust
![]() Appleton Partners Business Trust Investment ManagersFinance Appleton Partners Business Trust provides financial planning services. The company is headquartered in Boston, MA. | Directeur/Bestuurslid | - | - |
Loopbaan van Jim Ladge
Eerdere bekende functies van Jim Ladge
Bedrijven | Functie | Begin | Einde |
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State Street Bank & Trust Co.
![]() State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Corporate Officer/Principal | - | 01-01-1992 |
Opleiding van Jim Ladge
Boston University | Masters Business Admin |
Syracuse University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 6 |
Operationeel
Chief Operating Officer | 1 |
Investment Committee Member | 1 |
Portfolio Manager-Fixed Income | 1 |
Sectoraal
Finance | 4 |
Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 3 |
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State Street Bank & Trust Co.
![]() State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Finance |
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 |
Appleton Partners Business Trust
![]() Appleton Partners Business Trust Investment ManagersFinance Appleton Partners Business Trust provides financial planning services. The company is headquartered in Boston, MA. | Finance |