Nancy Hacker Place
Analyst-Equity at Appleton Partners, Inc.
Nancy Hacker Place active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Analyst-Equity | 2002-12-31 | - |
Portfolio Manager-Equities | 2012-08-21 | - |
Career history of Nancy Hacker Place
Former positions of Nancy Hacker Place
Companies | Position | Start | End |
---|---|---|---|
Boston Trust Walden, Inc.
Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Boston Trust Investment Management, Inc. They are a wholly-owned subsidiary of Boston Trust Walden Co., which in turn is wholly-owned by Boston Trust Walden Corp. Boston Trust Walden provides investment advisory services to the Boston Trust Walden Funds and separately managed accounts which includes institutions, pensions, government agencies and other institutional clients. They also provide investment management services to investors with environmental, social, and governance (ESG) guidelines and sub-advisory services to mutual funds. | Portfolio Manager-Equities | 1997-12-31 | 2002-12-30 |
Portfolio Manager-Fixed Income | 1997-12-31 | 2002-12-30 | |
BayBank Harvard Trust Co. | Corporate Officer/Principal | - | - |
Training of Nancy Hacker Place
Boston University | Graduate Degree |
Bentley University | Undergraduate Degree |
Simmons School of Management | Masters Business Admin |
Statistics
International
United States | 6 |
Israel | 2 |
Operational
Portfolio Manager-Equities | 2 |
Analyst-Equity | 1 |
Portfolio Manager-Fixed Income | 1 |
Sectoral
Finance | 4 |
Consumer Services | 4 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 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 |
Boston Trust Walden, Inc.
Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Boston Trust Investment Management, Inc. They are a wholly-owned subsidiary of Boston Trust Walden Co., which in turn is wholly-owned by Boston Trust Walden Corp. Boston Trust Walden provides investment advisory services to the Boston Trust Walden Funds and separately managed accounts which includes institutions, pensions, government agencies and other institutional clients. They also provide investment management services to investors with environmental, social, and governance (ESG) guidelines and sub-advisory services to mutual funds. | Finance |
BayBank Harvard Trust Co. | Finance |
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