Profil
Mr. Joel R.
DeMaria is a Director of Wealth Management at Bingham, Osborn & Scarborough LLC.
He provides clients with comprehensive investment management and financial planning advice.
In addition, he is responsible for overseeing the daily trading activity at the firm.
He initially served as a member of our portfolio administration team handling day-to-day client operations including trading, reporting, and account maintenance.
Mr. DeMaria came to Bingham, Osborn & Scarborough from Citigroup Prime Brokerage, where he served as an Account Manager with responsibility for the coverage of hedge funds.
Prior to Citigroup, he worked as a Custody Analyst and Settlements Specialist at Mellon Global Securities Services in Massachusetts.
He received his BA degree in Economics from Brown University and is a Certified Financial Planner Professional.
Ehemalige bekannte Positionen von Joel R. DeMaria
| Unternehmen | Position | Ende |
|---|---|---|
Bingham, Osborn & Scarborough LLC
 Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name. | Trading-Equity | 23.11.2021 |
Ausbildung von Joel R. DeMaria
| Brown University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Bingham, Osborn & Scarborough LLC
Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name. | Finance |
