Jimmy Doogan
Portefeuillebeheerder-Aandelen bij Crestwood Advisors LLC
Profiel
Mr. Jimmy Doogan, CFA, is a Portfolio Manager at Crestwood Advisors LLC.
Mr. Doogan was previously employed as an Associate Portfolio Manager by Wealth Enhancement Advisory Services LLC and an Investment Analyst by Loring Wolcott & Coolidge Trust LLC.
He received his BA in Accounting from St. Anselm College.
Actieve functies van Jimmy Doogan
| Bedrijven | Functie | Begin |
|---|---|---|
Crestwood Advisors LLC
 Crestwood Advisors LLC Investment ManagersFinance Founded in 2003, Crestwood Advisors LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm offers investment solutions to high net-worth individuals and families, trusts, estates, foundations, endowments, charitable organizations, and corporations and other businesses. | Portefeuillebeheerder-Aandelen | 01-04-2023 |
Eerdere bekende functies van Jimmy Doogan
| Bedrijven | Functie | Einde |
|---|---|---|
Wealth Enhancement Advisory Services LLC
 Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Portefeuillebeheerder-Aandelen | 01-04-2023 |
Loring Wolcott & Coolidge Trust LLC
 Loring Wolcott & Coolidge Trust LLC Investment ManagersFinance Loring Wolcott & Coolidge Trust LLC provides wealth management services. The private company is based in Boston, MA. | Corporate Officer/Principal | 01-11-2020 |
Opleiding van Jimmy Doogan
| St. Anselm College | Undergraduate Degree |
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
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Crestwood Advisors LLC
Crestwood Advisors LLC Investment ManagersFinance Founded in 2003, Crestwood Advisors LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm offers investment solutions to high net-worth individuals and families, trusts, estates, foundations, endowments, charitable organizations, and corporations and other businesses. | Finance |
Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Finance |
Loring Wolcott & Coolidge Trust LLC
Loring Wolcott & Coolidge Trust LLC Investment ManagersFinance Loring Wolcott & Coolidge Trust LLC provides wealth management services. The private company is based in Boston, MA. | Finance |
