Aktive Positionen von Jim Ladge
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
Appleton Partners, Inc.
 Appleton Partners, Inc. Investment ManagersFinance Appleton Partners, Inc. (Appleton) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1987 by Douglas Chamberlain and Kathleen Burge. Appleton provides portfolio management services to individuals, high net-worth individuals, charitable organizations, foundations or endowments, state or municipal governments, corporations or other businesses and clients from third-party platforms and/or third-party managers. | Geschäftsführer | 01.01.1993 | - |
| Mitglied des Investmentausschusses | 01.01.1993 | - | |
| Portfolio Manager-Fixed Income | 01.01.1993 | - | |
Appleton Partners Business Trust
 Appleton Partners Business Trust Investment ManagersFinance Appleton Partners Business Trust provides financial planning services. The company is headquartered in Boston, MA. | Direktor/Vorstandsmitglied | - | - |
Karriereverlauf von Jim Ladge
Ehemalige bekannte Positionen von Jim Ladge
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Corporate Officer/Principal | - | 01.01.1992 |
Ausbildung von Jim Ladge
| Syracuse University | Undergraduate Degree |
| Boston University | Masters Business Admin |
Statistik
International
| Vereinigte Staaten | 6 |
Operativ
| Chief Operating Officer | 1 |
| Investment Committee Member | 1 |
| Portfolio Manager-Fixed Income | 1 |
Sektoral
| Finance | 4 |
| Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Appleton Partners, Inc.
Appleton Partners, Inc. Investment ManagersFinance Appleton Partners, Inc. (Appleton) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1987 by Douglas Chamberlain and Kathleen Burge. Appleton provides portfolio management services to individuals, high net-worth individuals, charitable organizations, foundations or endowments, state or municipal governments, corporations or other businesses and clients from third-party platforms and/or third-party managers. | Finance |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Finance |
Appleton Partners Business Trust
Appleton Partners Business Trust Investment ManagersFinance Appleton Partners Business Trust provides financial planning services. The company is headquartered in Boston, MA. | Finance |