Jon Phillips
Portfolio Manager-Aktien bei Penobscot Investment Management Co., Inc.
Profil
Mr. Jonathan R.
Phillips is a Principal at Penobscot Investment Management Co., Inc. He has over 50 years of experience managing portfolios for individual clients, charitable organizations and multi-generational trusts.
He joined Penobscot after 25 years with Fiduciary Trust Company in Boston, where he served as both a Vice President and a member of the company’s Board of Directors.
His extensive experience includes many years working with estate planning attorneys throughout New England, as well as numerous positions on local civic and charitable boards.
He received his undergraduate degree from Brown University.
Aktive Positionen von Jon Phillips
| Unternehmen | Position | Beginn |
|---|---|---|
Penobscot Investment Management Co., Inc.
 Penobscot Investment Management Co., Inc. Investment ManagersFinance Founded in 1988, Penobscot Investment Management Co., Inc. is a registered investment advisor located in Boston, Massachusetts. The firm provides investment management services to individuals, families, trusts, retirement plans and nonprofit organizations. | Portfolio Manager-Aktien | 01.07.2002 |
Ehemalige bekannte Positionen von Jon Phillips
| Unternehmen | Position | Ende |
|---|---|---|
| Rotch Travelling Scholarship, Inc. | Präsident | - |
Fiduciary Trust Co.
 Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions. | Direktor/Vorstandsmitglied | - |
Ausbildung von Jon Phillips
| Brown University | 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 | 3 |
|---|---|
Penobscot Investment Management Co., Inc.
Penobscot Investment Management Co., Inc. Investment ManagersFinance Founded in 1988, Penobscot Investment Management Co., Inc. is a registered investment advisor located in Boston, Massachusetts. The firm provides investment management services to individuals, families, trusts, retirement plans and nonprofit organizations. | Finance |
Fiduciary Trust Co.
Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions. | Finance |
| Rotch Travelling Scholarship, Inc. |
