Profil
Mr. George Carr is Vice President & Portfolio Manager at R.
M.
Davis, Inc. At the firm, He is providing investment and financial planning advice to individuals, families, non-profits and retirement plans.
He also coordinates and conducts of the firm's annual Summer School program which is geared toward educating the next generation in developing good financial habits.
Mr. Carr came to the firm in October 2015 having spent seven years in Boston working at Federal Street Advisors, an investment advisory and consulting firm.
At Federal Street Advisors, he worked in multiple roles ranging from operations, trading, and portfolio administration to being a lead advisor providing investment advice and service to both families and non-profits.
Mr. Carr received his undergraduate degree from Bates College and an MBA with honors from Boston University's Questrom School of Management, with a concentration in Finance.
Aktive Positionen von George Carr
| Unternehmen | Position | Beginn |
|---|---|---|
R. M. Davis, Inc.
 R. M. Davis, Inc. Investment ManagersFinance R. M. Davis, Inc. (RMD) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Portland, Maine. The firm was founded by Robert M. Davis in 1978. RMD provides investment management and other wealth management services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities, municipalities and other governmental entities. | Portfolio Manager-Aktien | 01.10.2015 |
Ehemalige bekannte Positionen von George Carr
| Unternehmen | Position | Ende |
|---|---|---|
Federal Street Advisors, Inc.
 Federal Street Advisors, Inc. Investment ManagersFinance Founded in 1991, Federal Street Advisors, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm's investment advisory clients include high net-worth individuals, their families, and tax-exempt foundations, charitable entities or associations. These relationships often include trusts, estates, and partnerships or other family investment vehicles. They also have experience advising pension plans. | Corporate Officer/Principal | - |
Ausbildung von George Carr
| Boston University | Masters Business Admin |
| Bates College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
R. M. Davis, Inc.
R. M. Davis, Inc. Investment ManagersFinance R. M. Davis, Inc. (RMD) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Portland, Maine. The firm was founded by Robert M. Davis in 1978. RMD provides investment management and other wealth management services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities, municipalities and other governmental entities. | Finance |
Federal Street Advisors, Inc.
Federal Street Advisors, Inc. Investment ManagersFinance Founded in 1991, Federal Street Advisors, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm's investment advisory clients include high net-worth individuals, their families, and tax-exempt foundations, charitable entities or associations. These relationships often include trusts, estates, and partnerships or other family investment vehicles. They also have experience advising pension plans. | Finance |
