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Profil
Ms. Nancy H.
Place is Senior Vice President & Wealth Manager at Appleton Partners, Inc. She is responsible for the development and investment management of new client relationships for Appleton and Cambridge Appleton Trust.
She has over 40 years experience in the investment management and private wealth management industry.
In Appleton she is part of the equity research and strategy committee.
Her responsibilities include providing financial and investment planning as well as assisting clients with establishing an asset allocation strategy given their overall risk tolerance and cash flow requirements.
She is a current member of the Boston Estate Planning Council, The Boston Family Office Group, Family Firm Institute, Women in Finance, and The Vincent Club, an organization that supports the Vincent Memorial Hospital at Massachusetts General Hospital.
Prior to joining Appleton in 2003, Ms. Place held many positions in private wealth management area with United States Trust Company of Boston, BayBank Harvard Trust and Gardner Preston and Moss.
She is a graduate of Bentley College, Simmons Graduate School of Management and Boston University’s College of Financial Planning.
Aktiva positioner av Nancy Hacker Place
| Företag | Position | Start |
|---|---|---|
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 | 2003-01-01 |
Tidigare kända positioner av Nancy Hacker Place
| Företag | Position | Slut |
|---|---|---|
Boston Trust Walden, Inc.
 Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden and its parent company share methods of analysis, investment research, strategies, Committee framework, and investment controls in formulating investment strategies. Across all strategies, the firm seeks to invest in a well-diversified set of companies meeting three standards: higher than average financial quality, sustainable business models, and reasonable valuation. Investment Committees determine asset allocation policy, sector allocation policy, and fixed income policy which reflects judgments balancing macroeconomic inputs and valuation. | Portföljförvaltare-Aktier | 2002-12-31 |
BayBank Harvard Trust Co.
 BayBank Harvard Trust Co. Regional BanksFinance State chartered commercial bank | Företagsledare/Principal | - |
Nancy Hacker Places utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
80
Första gradens relationer
6
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 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 |
Boston Trust Walden, Inc.
Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden and its parent company share methods of analysis, investment research, strategies, Committee framework, and investment controls in formulating investment strategies. Across all strategies, the firm seeks to invest in a well-diversified set of companies meeting three standards: higher than average financial quality, sustainable business models, and reasonable valuation. Investment Committees determine asset allocation policy, sector allocation policy, and fixed income policy which reflects judgments balancing macroeconomic inputs and valuation. | Finance |
Boston University
 Boston University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bentley University
 Bentley University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BayBank Harvard Trust Co.
BayBank Harvard Trust Co. Regional BanksFinance State chartered commercial bank | Finance |
Simmons School of Management
 Simmons School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
