![Ali Walsh](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profil
Ms. Alice K.
Walsh is Chairman of the Board & Managing Director at Middleton & Co., Inc. She has over more than 38 years of experience in the field of personal investment counseling.
Ms. Walsh came to Middleton in 1995 from her own financial consulting company, where she worked with corporate, government, and individual clients.
Prior to her own firm, she was a Trust Officer at Bank of Boston for 10 years.
She holds a B.A.
and M.Ed.
from the University of Massachusetts at Amherst.
She is a member of the Boston Estate Planning Council, the Financial Planning Association, the CFA Society Boston, and the CFA Institute.
She is a Certified Financial Planner.
Postes actifs de Ali Walsh
Sociétés | Poste | Début |
---|---|---|
Middleton & Co., Inc.
![]() Middleton & Co., Inc. Investment ManagersFinance Middleton & Co., Inc. is a registered investment counseling firm headquartered in Boston, Massachusetts. The firm was founded by Thomas Mike Middleton in 1984 and is principally owned by the Middleton & Co. Employee Stock Ownership Trust. They provide objective advice and disciplined investment management to individuals, families, trusts, endowments, and foundations. | Président | 01/07/2016 |
Anciens postes connus de Ali Walsh
Sociétés | Poste | Fin |
---|---|---|
Bank of Boston Corp. | Corporate Officer/Principal | - |
Formation de Ali Walsh
University of Massachusetts | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 2 |
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Middleton & Co., Inc.
![]() Middleton & Co., Inc. Investment ManagersFinance Middleton & Co., Inc. is a registered investment counseling firm headquartered in Boston, Massachusetts. The firm was founded by Thomas Mike Middleton in 1984 and is principally owned by the Middleton & Co. Employee Stock Ownership Trust. They provide objective advice and disciplined investment management to individuals, families, trusts, endowments, and foundations. | Finance |
Bank of Boston Corp. | Finance |