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Deirdre Dennehy Hall
Plus aucun poste en cours
Profil
Deirdre Dennehy Hall worked as a Managing Director & Senior Wealth Advisor at SVB Wealth LLC from 2014 to 2019.
Prior to that, she was an Assistant Vice President at Appleton Partners, Inc. from 2001 to 2007.
She then worked as a Vice President & Portfolio Manager at Rockland Trust Co. from 2011 to 2012, and at Boston Private Bank & Trust Co. from 2012 to 2015.
She also worked as a Principal at Thomcorp Holdings, Inc. in 2001.
Ms. Hall received her undergraduate degree from Duke University in 2000.
Anciens postes connus de Deirdre Dennehy Hall
| Sociétés | Poste | Fin |
|---|---|---|
SVB Wealth LLC
 SVB Wealth LLC Investment ManagersFinance SVBW specializes in identifying undue risks or gaps in your financial profile and identifying opportunities to help protect and seek growth for your assets in varying market conditions. The firm considers an array of investment vehicles across multiple asset classes, geographies and market capitalization. | Gestionnaire de Portefeuille-Actions | 12/03/2019 |
Boston Private Bank & Trust Co.
 Boston Private Bank & Trust Co. Regional BanksFinance Provides banking and wealth management services | Analyst-Equity | 01/05/2015 |
Rockland Trust Co.
 Rockland Trust Co. Investment ManagersFinance Rockland Trust aims to protect and build client’s wealth by focusing on minimizing downside risk through broad diversification. To strike the proper investment balance, the firm builds a foundation of core equity, core fixed-income and diversified fixed-income and equity assets, each serving a distinct purpose within client’s portfolio. They focus on asset managers who take a long-term view and minimize expenses while exhibiting a consistent risk-adjusted return profile. | Gestionnaire de Portefeuille-Actions | 30/06/2012 |
Appleton Partners, Inc.
 Appleton Partners, Inc. Investment ManagersFinance Appleton is an active manager that manages fixed income, equity and balanced strategies. All their strategies emphasize high quality liquid securities, which helps enhance portfolio flexibility and mitigate risk. They employ rigorous fundamental analysis, complemented by macroeconomic and technical insights which create the foundation for informed investment decisions. The firm’s portfolios are built with strict buy/sell disciplines and incorporate diversification aimed at minimizing issue-specific and structural risks. Appleton specializes in municipal bond, taxable bond, and equity strategies, with domestic fixed income securities, large-cap equities, and exchange-traded funds (ETFs) generally comprising the major asset classes held by clients. Some client advisory accounts also include small-cap equities, mid-cap equities, mutual funds, and various other security types. | Analyst-Equity | 24/01/2007 |
Thomcorp Holdings, Inc.
 Thomcorp Holdings, Inc. Miscellaneous Commercial ServicesCommercial Services Provides information, news, and technology solutions to the financial community | Corporate Officer/Principal | 01/09/2001 |
Formation de Deirdre Dennehy Hall
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
94
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Appleton Partners, Inc.
Appleton Partners, Inc. Investment ManagersFinance Appleton is an active manager that manages fixed income, equity and balanced strategies. All their strategies emphasize high quality liquid securities, which helps enhance portfolio flexibility and mitigate risk. They employ rigorous fundamental analysis, complemented by macroeconomic and technical insights which create the foundation for informed investment decisions. The firm’s portfolios are built with strict buy/sell disciplines and incorporate diversification aimed at minimizing issue-specific and structural risks. Appleton specializes in municipal bond, taxable bond, and equity strategies, with domestic fixed income securities, large-cap equities, and exchange-traded funds (ETFs) generally comprising the major asset classes held by clients. Some client advisory accounts also include small-cap equities, mid-cap equities, mutual funds, and various other security types. | Finance |
Rockland Trust Co.
Rockland Trust Co. Investment ManagersFinance Rockland Trust aims to protect and build client’s wealth by focusing on minimizing downside risk through broad diversification. To strike the proper investment balance, the firm builds a foundation of core equity, core fixed-income and diversified fixed-income and equity assets, each serving a distinct purpose within client’s portfolio. They focus on asset managers who take a long-term view and minimize expenses while exhibiting a consistent risk-adjusted return profile. | Finance |
Boston Private Bank & Trust Co.
Boston Private Bank & Trust Co. Regional BanksFinance Provides banking and wealth management services | Finance |
Duke University
 Duke University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Thomcorp Holdings, Inc.
Thomcorp Holdings, Inc. Miscellaneous Commercial ServicesCommercial Services Provides information, news, and technology solutions to the financial community | Commercial Services |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVBW specializes in identifying undue risks or gaps in your financial profile and identifying opportunities to help protect and seek growth for your assets in varying market conditions. The firm considers an array of investment vehicles across multiple asset classes, geographies and market capitalization. | Finance |
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