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Nick Crocker
Analyst-Equity bij Howland Capital Management LLC
Profiel
Mr. Nicholas B.
Crocker, CFA MBA, is a Partner & Portfolio Manager at Howland Capital Management LLC.
He is responsible for researching and covering equities as well as serving on the Investment Committee.
In addition to equity research he manages client portfolios and advises clients on asset allocation and financial planning based on their unique circumstances.
Mr. Crocker joined Howland Capital in 2013 after working for Rockefeller & Co. as a Portfolio Engineer and Portfolio Manager Assistant.
He was also previously employed as a Principal by Eaton Vance Distributors, Inc.
Mr. Crocker graduated with a B.A.
in Economics from Davidson College and an MBA from the F.
W.
Olin Graduate School of Business at Babson College.
He has earned the Chartered Financial Analyst designation and is a member of the CFA Society Boston.
Actieve functies van Nick Crocker
Bedrijven | Functie | Begin |
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Howland Capital Management LLC
![]() Howland Capital Management LLC Investment ManagersFinance Howland Capital Management LLC (Howland Capital) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1967 as Blackstone Management Corporation. Their name was changed to Howland Capital Management, Inc. in 1994. The firm was restructured under the same ownership and management in 2012 and is now known as Howland Capital Management LLC. Howland Capital provides personalized, confidential investment management to various types of clients. | Analyst-Equity | 01-07-2013 |
Eerdere bekende functies van Nick Crocker
Bedrijven | Functie | Einde |
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Eaton Vance Distributors, Inc.
![]() Eaton Vance Distributors, Inc. Investment Banks/BrokersFinance Founded in 1994, Eaton Vance Distributors, Inc. is a broker/dealer located in Boston. The firm is a subsidiary of Eaton Vance Corp. (NYSE: EV). | Corporate Officer/Principal | 01-03-2007 |
Rockefeller & Co., Inc.
![]() Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world. | Analyst-Equity | - |
Opleiding van Nick Crocker
Davidson College | Undergraduate Degree |
Ervaring
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Bedrijven in privébezit | 3 |
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Rockefeller & Co., Inc.
![]() Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world. | Finance |
Eaton Vance Distributors, Inc.
![]() Eaton Vance Distributors, Inc. Investment Banks/BrokersFinance Founded in 1994, Eaton Vance Distributors, Inc. is a broker/dealer located in Boston. The firm is a subsidiary of Eaton Vance Corp. (NYSE: EV). | Finance |
Howland Capital Management LLC
![]() Howland Capital Management LLC Investment ManagersFinance Howland Capital Management LLC (Howland Capital) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1967 as Blackstone Management Corporation. Their name was changed to Howland Capital Management, Inc. in 1994. The firm was restructured under the same ownership and management in 2012 and is now known as Howland Capital Management LLC. Howland Capital provides personalized, confidential investment management to various types of clients. | Finance |