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Postes actifs de Bob Siefert
Sociétés | Poste | Début | Fin |
---|---|---|---|
Modera Wealth Management LLC
![]() Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Gestionnaire de Portefeuille-Actions | 01/01/2011 | - |
President | 01/01/2011 | - | |
Modera Capital, Inc.
![]() Modera Capital, Inc. Investment ManagersFinance Modera Capital, Inc. is a company that specializes in audience strategy, branding, creative, content creation, outbound and inbound marketing, mar-tech integration advising, messaging, media and sales enablement. The company is based in Westwood, NJ and has subsidiaries in the United States. The company has developed category expertise in healthcare, professional services, retail and non-profits. The CEO of the company is Robert David Siefert. | Directeur Général | - | - |
Historique de carrière de Bob Siefert
Anciens postes connus de Bob Siefert
Sociétés | Poste | Début | Fin |
---|---|---|---|
Back Bay Financial Group, Inc.
![]() Back Bay Financial Group, Inc. Investment ManagersFinance Founded in 1997 by Robert D. Siefert and John H. LeBlanc, Back Bay Financial Group, Inc. is an investment advisor firm located in Boston | Directeur en chef des Investissements | 01/01/1997 | 31/12/2010 |
Fondateur | 25/05/2010 | 31/12/2010 | |
Gestionnaire de Portefeuille-Actions | 01/01/1997 | 31/12/2010 | |
Portfolio Manager-Fixed Income | 01/01/1997 | 31/12/2010 | |
Corporate Officer/Principal | 01/01/1997 | 25/05/2010 | |
President | 01/01/1997 | 29/11/2010 | |
Massachusetts Financial Services Co.
![]() Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., dba MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSX, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Corporate Officer/Principal | 31/12/1996 | 31/12/1996 |
The Boston Co. Holding LLC
![]() The Boston Co. Holding LLC Major BanksFinance The Boston Co. Holding LLC is a company that specializes in commercial banking. The company is based in Pittsburgh, PA. | Sales & Marketing | 31/12/1994 | 31/12/1994 |
Mellon Bank, NA
![]() Mellon Bank, NA Regional BanksFinance Mellon Bank NA provides commercial banking services. It offers banking services for individuals & corporations and collectively to the providers of asset management, trust, custody and benefits consulting services. The bank is a subsidiary of Mellon Financial Corp. Mellon Bank was founded in 1869 and is headquartered in Pittsburgh, PA. | Corporate Officer/Principal | - | - |
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 | - | - |
Formation de Bob Siefert
Holy Cross College (Indiana) | Undergraduate Degree |
Boston College | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 10 |
Opérationnelle
Corporate Officer/Principal | 4 |
Portfolio Manager-Equities | 2 |
President | 2 |
Sectorielle
Finance | 8 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 7 |
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Back Bay Financial Group, Inc.
![]() Back Bay Financial Group, Inc. Investment ManagersFinance Founded in 1997 by Robert D. Siefert and John H. LeBlanc, Back Bay Financial Group, Inc. is an investment advisor firm located in Boston | 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 |
Mellon Bank, NA
![]() Mellon Bank, NA Regional BanksFinance Mellon Bank NA provides commercial banking services. It offers banking services for individuals & corporations and collectively to the providers of asset management, trust, custody and benefits consulting services. The bank is a subsidiary of Mellon Financial Corp. Mellon Bank was founded in 1869 and is headquartered in Pittsburgh, PA. | Finance |
Modera Wealth Management LLC
![]() Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Finance |
Massachusetts Financial Services Co.
![]() Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., dba MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSX, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
The Boston Co. Holding LLC
![]() The Boston Co. Holding LLC Major BanksFinance The Boston Co. Holding LLC is a company that specializes in commercial banking. The company is based in Pittsburgh, PA. | Finance |
Modera Capital, Inc.
![]() Modera Capital, Inc. Investment ManagersFinance Modera Capital, Inc. is a company that specializes in audience strategy, branding, creative, content creation, outbound and inbound marketing, mar-tech integration advising, messaging, media and sales enablement. The company is based in Westwood, NJ and has subsidiaries in the United States. The company has developed category expertise in healthcare, professional services, retail and non-profits. The CEO of the company is Robert David Siefert. | Finance |
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