Profiel
Mr. O'Connell joined Rockland Trust Co. in November of 2007 when they acquired O'Connell Investment Services.
Prior to joining O’Connell Investment Services Inc., Mr. O'Connell spent seven years as the Principal and Chief Investment Officer of Lynwood Associates, a Boston area investment advisor.
Prior to his position at Lynwood Associates, he was an investment manager at Gardner & Preston Moss for five years and was a securities analyst at Arkwright Insurance and Sun Life of Canada for the previous eight years.
Mr. O’Connell is a graduate of Boston College, has a Masters of Business Administration from Babson College, and is a Chartered Financial Analyst.
Mr. O'Connell is a member of the CFA Institute, the Boston Security Analysts Society and the Providence Society of Financial Analysts.
Eerdere bekende functies van Joseph T. O'Connell
Bedrijven | Functie | Einde |
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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 | 31-03-2009 |
O'Connell Investment Services, Inc.
O'Connell Investment Services, Inc. Investment ManagersFinance Founded in 1993, O'Connell Investment Services, Inc. is a registered investment advisor based in Lincoln, Rhode Island. They manage individual equity accounts | Analyst-Equity | 31-10-2007 |
Arkwright Insurance Co.
Arkwright Insurance Co. Specialty InsuranceFinance Part of Coface SA, Arkwright Insurance Co. is a company that provides property insurance services. The company is based in Johnston, RI. Arkwright Insurance was acquired by Compagnie Française d'Assurance pour le Commerce Extérieur SA from Factory Mutual Insurance Co. on February 18, 2004. | Corporate Officer/Principal | - |
Gardner & Preston Moss, Inc. | Corporate Officer/Principal | - |
Opleiding van Joseph T. O'Connell
Babson College | Masters Business Admin |
Ervaring
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Bedrijven in privébezit | 4 |
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O'Connell Investment Services, Inc.
O'Connell Investment Services, Inc. Investment ManagersFinance Founded in 1993, O'Connell Investment Services, Inc. is a registered investment advisor based in Lincoln, Rhode Island. They manage individual equity accounts | 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 |
Gardner & Preston Moss, Inc. | |
Arkwright Insurance Co.
Arkwright Insurance Co. Specialty InsuranceFinance Part of Coface SA, Arkwright Insurance Co. is a company that provides property insurance services. The company is based in Johnston, RI. Arkwright Insurance was acquired by Compagnie Française d'Assurance pour le Commerce Extérieur SA from Factory Mutual Insurance Co. on February 18, 2004. | Finance |