Profil
Mr. Chris Perkin is Vice President at Loomis, Sayles & Co. LP.
Mr. Perkin has over 10 years of financial services experience.
He most recently spent five years as an account manager and portfolio specialist in the defined contribution group at Putnam Investments.
Prior to joining Putnam Investments in 2002, Mr. Perkin spent three years with Appleton Partners, Inc., a private investment management firm in Boston, where he spent a majority of his time coordinating marketing strategy and working with private and institutional clients.
Mr. Perkin received his undergraduate degree from Hobart College in New York and his MBA from Boston University.
Ehemalige bekannte Positionen von Chris Perkin
| Unternehmen | Position | Ende |
|---|---|---|
Putnam U.S. Holdings I LLC
Putnam U.S. Holdings I LLC Investment ManagersFinance Provides asset management services | Comptroller/Controller/Auditor | - |
Appleton Partners, Inc.
Appleton Partners, Inc. Investment ManagersFinance Appleton is an active manager that manages fixed income, equity and balanced strategies. All their strategies emphasize high quality liquid securities, which helps enhance portfolio flexibility and mitigate risk. They employ rigorous fundamental analysis, complemented by macroeconomic and technical insights which create the foundation for informed investment decisions. The firm’s portfolios are built with strict buy/sell disciplines and incorporate diversification aimed at minimizing issue-specific and structural risks. Appleton specializes in municipal bond, taxable bond, and equity strategies, with domestic fixed income securities, large-cap equities, and exchange-traded funds (ETFs) generally comprising the major asset classes held by clients. Some client advisory accounts also include small-cap equities, mid-cap equities, mutual funds, and various other security types. | Vertrieb & Marketing | 31.12.2001 |
Ausbildung von Chris Perkin
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Appleton Partners, Inc.
Appleton Partners, Inc. Investment ManagersFinance Appleton is an active manager that manages fixed income, equity and balanced strategies. All their strategies emphasize high quality liquid securities, which helps enhance portfolio flexibility and mitigate risk. They employ rigorous fundamental analysis, complemented by macroeconomic and technical insights which create the foundation for informed investment decisions. The firm’s portfolios are built with strict buy/sell disciplines and incorporate diversification aimed at minimizing issue-specific and structural risks. Appleton specializes in municipal bond, taxable bond, and equity strategies, with domestic fixed income securities, large-cap equities, and exchange-traded funds (ETFs) generally comprising the major asset classes held by clients. Some client advisory accounts also include small-cap equities, mid-cap equities, mutual funds, and various other security types. | Finance |
Putnam U.S. Holdings I LLC
Putnam U.S. Holdings I LLC Investment ManagersFinance Provides asset management services | Finance |
Boston University
Boston University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hobart & William Smith Colleges
Hobart & William Smith Colleges Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















