Jeffrey David Bieling
Portfolio Manager-Equities at Moors & Cabot, Inc. (Investment Management)
Profile
Mr. Jeffrey D.
Bieling is a Senior Vice President of Investments at Moors & Cabot, Inc. He has over 25 years of experience.
Since 1995, he has been providing customized wealth and portfolio management services to families, trusts, and corporate executives while at Merrill Lynch and Salomon Smith Barney.
Additionally, he provides ERISA advisory services to corporate fiduciaries and trustees.
Further back, he was on the Index & Equity Options desk at Brown & Co. beginning in 1993.
Jeffrey David Bieling active positions
| Companies | Position | Start |
|---|---|---|
Moors & Cabot, Inc. (Investment Management)
 Moors & Cabot, Inc. (Investment Management) Investment ManagersFinance Moors & Cabot, Inc. (Investment Management) (Moors & Cabot-IM) is the asset management division of Moors & Cabot, Inc., a registered broker/dealer headquartered in Boston, Massachusetts. The firm was founded in 1890 by John F. Moors and Charles Cabot. Moors & Cabot-IM provides advisory services to individuals, high net-worth individuals, corporations or other businesses, pension and profit-sharing plans, trusts and estates, and charitable organizations. | Portfolio Manager-Equities | 2008-12-31 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Moors & Cabot, Inc. (Investment Management)
Moors & Cabot, Inc. (Investment Management) Investment ManagersFinance Moors & Cabot, Inc. (Investment Management) (Moors & Cabot-IM) is the asset management division of Moors & Cabot, Inc., a registered broker/dealer headquartered in Boston, Massachusetts. The firm was founded in 1890 by John F. Moors and Charles Cabot. Moors & Cabot-IM provides advisory services to individuals, high net-worth individuals, corporations or other businesses, pension and profit-sharing plans, trusts and estates, and charitable organizations. | Finance |
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- Jeffrey David Bieling
