Rick Cloutier
Director/Board Member at The Boston Security Analysts Society, Inc.
Rick Cloutier active positions
Companies | Position | Start | End |
---|---|---|---|
The Boston Security Analysts Society, Inc. | Director/Board Member | - | - |
Washington Trust Bank (Spokane, Washington)
Washington Trust Bank (Spokane, Washington) Investment ManagersFinance Washington Trust Bank (WTB) is a full-service commercial bank headquartered in Spokane, Washington. The firm was founded in 1902 and is a wholly-owned subsidiary of W.T.B. Financial Corp. (OTCMKTS: WTBFB). WTB offers a variety of personal and business financial services including trust and investment management to personal, private, commercial and wealth management clients. | Corporate Officer/Principal | - | - |
Washington Trust Bank (Spokane, Washington Invt Mgmt) | Analyst-Equity | - | - |
Market Strategist | - | - |
Career history of Rick Cloutier
Former positions of Rick Cloutier
Companies | Position | Start | End |
---|---|---|---|
Wingate Wealth Advisors, Inc.
Wingate Wealth Advisors, Inc. Investment ManagersFinance Wingate Wealth Advisors, Inc. provides financial planning and investment management services. The firm serves the individuals, families, retirement plans, and organizations. The company was founded by Jeffrey Hayden White, Peter Laurie Frailey, and Arthur Felix von der Linden Jr. in 1986 and is headquartered in Lexington, MA. | Corporate Officer/Principal | - | - |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Director/Board Member | - | - |
Heritage Capital Management, Inc.
Heritage Capital Management, Inc. Investment ManagersFinance Founded in 1981 by George Rooks, Heritage Capital Management, Inc. is a registered investment advisor located in Boston. The firm is a wholly-owned subsidiary of Wainwright Bank & Trust Co. (NYSE: WAIN). They offer separately managed accounts for individuals, families, trusts, corporations, endowments and retirement plans. | Director of Research - Equity | - | - |
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Trading-Equity | - | - |
Trading-Fixed Income | - | - |
Training of Rick Cloutier
Boston University | Masters Business Admin |
University of Rhode Island | Undergraduate Degree |
Statistics
International
United States | 9 |
Israel | 2 |
Operational
Director/Board Member | 2 |
Corporate Officer/Principal | 2 |
Trading-Equity | 1 |
Sectoral
Finance | 6 |
Consumer Services | 3 |
Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 7 |
---|---|
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Finance |
The Boston Security Analysts Society, Inc. | |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
Washington Trust Bank (Spokane, Washington)
Washington Trust Bank (Spokane, Washington) Investment ManagersFinance Washington Trust Bank (WTB) is a full-service commercial bank headquartered in Spokane, Washington. The firm was founded in 1902 and is a wholly-owned subsidiary of W.T.B. Financial Corp. (OTCMKTS: WTBFB). WTB offers a variety of personal and business financial services including trust and investment management to personal, private, commercial and wealth management clients. | Finance |
Heritage Capital Management, Inc.
Heritage Capital Management, Inc. Investment ManagersFinance Founded in 1981 by George Rooks, Heritage Capital Management, Inc. is a registered investment advisor located in Boston. The firm is a wholly-owned subsidiary of Wainwright Bank & Trust Co. (NYSE: WAIN). They offer separately managed accounts for individuals, families, trusts, corporations, endowments and retirement plans. | Finance |
Wingate Wealth Advisors, Inc.
Wingate Wealth Advisors, Inc. Investment ManagersFinance Wingate Wealth Advisors, Inc. provides financial planning and investment management services. The firm serves the individuals, families, retirement plans, and organizations. The company was founded by Jeffrey Hayden White, Peter Laurie Frailey, and Arthur Felix von der Linden Jr. in 1986 and is headquartered in Lexington, MA. | Finance |
Washington Trust Bank (Spokane, Washington Invt Mgmt) | Finance |
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