Owen Gilmore
Lid van de Investeringscommissie bij Beaumont Financial Partners LLC
Profiel
Mr. Owen Gilmore, CFA MBA, is a Wealth Advisor at Beaumont Financial Partners LLC.
He advises high-net-worth and ultra-high-net-worth individuals, families, and institutions on wealth management matters with customized portfolio management and financial planning services.
He is also a member of the Beaumont Investment Committee.
He serves as a board member for Red River Forests, LLC.
Mr. Gilmore was employed as an Associate Managing Director & Associate Partner by Barrett Asset Management LLC and an Investment Analyst by Boston University.
He received his undergraduate degree from Colby College and an MBA from The Leonard N Stern School of Business.
Mr. Gilmore is a member of the CFA Institute and is a CFA charter holder.
Actieve functies van Owen Gilmore
| Bedrijven | Functie | Begin |
|---|---|---|
Beaumont Financial Partners LLC
 Beaumont Financial Partners LLC Investment ManagersFinance Beaumont Financial Partners LLC (Beaumont) is an investment management firm headquartered in Needham, Massachusetts. The firm was founded in 1999 and their predecessor firm, Beaumont Trust Associates, became a registered investment adviser in 1981. They were acquired by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2022. Beaumont offers a comprehensive range of wealth management and family office services to affluent individuals and families, small businesses, and select institutions. | Lid van de Investeringscommissie | 01-07-2023 |
Eerdere bekende functies van Owen Gilmore
| Bedrijven | Functie | Einde |
|---|---|---|
Barrett Asset Management LLC
 Barrett Asset Management LLC Investment ManagersFinance Barrett Asset Management LLC (Barrett) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2011 and is a subsidiary of CI Financial Corp. (TSE: CIX) in Canada. Barrett provides portfolio management advisory services to individuals, corporations, trusts, estates, charitable organizations, foundations and educational institutions, pension and profit-sharing plans, as well as other types of businesses and institutional clients. | Analyst-Equity | 01-01-2019 |
| Boston University | Corporate Officer/Principal | - |
Opleiding van Owen Gilmore
| Colby College | Undergraduate Degree |
| The Leonard N Stern School of Business | Masters Business Admin |
Ervaring
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| Bedrijven in privébezit | 2 |
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Barrett Asset Management LLC
Barrett Asset Management LLC Investment ManagersFinance Barrett Asset Management LLC (Barrett) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2011 and is a subsidiary of CI Financial Corp. (TSE: CIX) in Canada. Barrett provides portfolio management advisory services to individuals, corporations, trusts, estates, charitable organizations, foundations and educational institutions, pension and profit-sharing plans, as well as other types of businesses and institutional clients. | Finance |
Beaumont Financial Partners LLC
Beaumont Financial Partners LLC Investment ManagersFinance Beaumont Financial Partners LLC (Beaumont) is an investment management firm headquartered in Needham, Massachusetts. The firm was founded in 1999 and their predecessor firm, Beaumont Trust Associates, became a registered investment adviser in 1981. They were acquired by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2022. Beaumont offers a comprehensive range of wealth management and family office services to affluent individuals and families, small businesses, and select institutions. | Finance |
