Suzanne Cashman Coleman
Plus aucun poste en cours
Profil
Ms. Suzanne C.
Coleman is Founding Member & Investment Counselor at Marble Harbor Investment Counsel LLC where she is also Chief Compliance Officer, Portfolio Manager and Analyst.
Prior to co-founding Marble Harbor Investment Counsel in November 2005, Ms. Coleman was employed as a Managing Director & Head of Investment Committee of the Private Wealth Management Group at Babson Capital Management LLC.
She also worked at Hale & Dorr LLP.
Ms. Coleman received her BS in Finance, Magna Cum Laude, from Northeastern University.
She is on the Investment Advisory Committee of the Boston YWCA and a member of the Boston Security Analysts Society, the Boston Economic Club, the CFA Institute and the Boston Estate Planning Council.
Anciens postes connus de Suzanne Cashman Coleman
| Sociétés | Poste | Fin |
|---|---|---|
Marble Harbor Investment Counsel LLC
 Marble Harbor Investment Counsel LLC Investment ManagersFinance Marble Harbor Investment Counsel LLC (Marble Harbor) is an independent, SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2005 by Paul Davis. Marble Harbor offers customized investment solutions for individuals, families, endowments, and foundations. | Fondateur | 01/12/2015 |
| Hale & Dorr LLP | Corporate Officer/Principal | 31/12/1980 |
Barings LLC
 Barings LLC Investment ManagersFinance Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles. | Gestionnaire de Portefeuille-Actions | - |
Formation de Suzanne Cashman Coleman
| Northeastern University | Undergraduate Degree |
Expériences
Fonctions occupées
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Barings LLC
Barings LLC Investment ManagersFinance Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles. | Finance |
| Hale & Dorr LLP | Commercial Services |
Marble Harbor Investment Counsel LLC
Marble Harbor Investment Counsel LLC Investment ManagersFinance Marble Harbor Investment Counsel LLC (Marble Harbor) is an independent, SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2005 by Paul Davis. Marble Harbor offers customized investment solutions for individuals, families, endowments, and foundations. | Finance |
