Scott Stephen Chaisson
Portfolio Manager-Equities at Compass Capital Corp. (Massachusetts)
Scott Stephen Chaisson active positions
Companies | Position | Start | End |
---|---|---|---|
Compass Capital Corp. (Massachusetts)
Compass Capital Corp. (Massachusetts) Investment ManagersFinance Compass Capital Corp. is a registered investment advisor headquartered in Braintree, Massachusetts. The firm was founded by Timothy Shanahan in 1984 and is a wholly-owned subsidiary of Compass Holding Group, Inc. Compass Capital provides personalized financial planning and investment management to individuals, pension and profit sharing plans, trusts,-estates, charitable organizations and small businesses. | Portfolio Manager-Equities | 2015-06-30 | - |
Portfolio Manager-Fixed Income | 2015-06-30 | - |
Career history of Scott Stephen Chaisson
Former positions of Scott Stephen Chaisson
Companies | Position | Start | End |
---|---|---|---|
Capital Guardian LLC
Capital Guardian LLC Investment Banks/BrokersFinance Part of Capital Guardian Holding LLC, Capital Guardian LLC provides financial advisory services. The company is based in Belmont, NC. The CEO of the company is David Alan Boyer. | Corporate Officer/Principal | 2012-07-30 | 2014-11-29 |
Capital Guardian Wealth Management LLC
Capital Guardian Wealth Management LLC Investment ManagersFinance Part of Capital Guardian Holding LLC, Capital Guardian Wealth Management LLC is a company that provides investment advice. The company is based in Belmont, NC. | Corporate Officer/Principal | 2012-03-31 | 2014-11-29 |
Rehmann Capital Advisory Group LLC
Rehmann Capital Advisory Group LLC Investment ManagersFinance Rehmann Capital Advisory Group LLC, do-business-as Rehmann Financial, is a SEC-registered investment advisor headquartered in Lansing, Michigan. The firm was founded in 2001 and is a subsidiary of Rehmann Financial Group LLC, which is owned by Rehmann LLC. Rehmann Financial provides financial planning and investment advisory services to individual clients, as well as trusts, endowments, qualified retirement plan sponsors, and business entities. | Corporate Officer/Principal | 2009-09-30 | 2012-03-30 |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Corporate Officer/Principal | 2009-02-28 | 2009-09-29 |
Stanford Financial Group Ltd. (Texas)
Stanford Financial Group Ltd. (Texas) Investment Banks/BrokersFinance Stanford Financial Group Ltd provides financial advisory services. The company is based in Houston, Texas. | Corporate Officer/Principal | 2006-04-30 | 2009-02-27 |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | 2004-09-30 | 2006-04-29 |
Cavalier Investments LLC
Cavalier Investments LLC Investment ManagersFinance Cavalier Investments LLC (do-business-as Adaptive Investments) is a SEC-registered investment advisor headquartered in Alpharetta, Goergia. The firm was founded by Greg Rutherford in 2015 and is owned by Cavalier16, Inc. Adaptive Investments provides discretionary investment advisory services through open-end mutual funds that focus on capital appreciation, income, downside protection and real return. | Portfolio Manager-Equities | - | - |
Training of Scott Stephen Chaisson
DePaul University | Masters Business Admin |
US Military Academy | Undergraduate Degree |
Statistics
International
United States | 11 |
Operational
Corporate Officer/Principal | 6 |
Portfolio Manager-Equities | 2 |
Masters Business Admin | 1 |
Sectoral
Finance | 9 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 8 |
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Capital Guardian LLC
Capital Guardian LLC Investment Banks/BrokersFinance Part of Capital Guardian Holding LLC, Capital Guardian LLC provides financial advisory services. The company is based in Belmont, NC. The CEO of the company is David Alan Boyer. | Finance |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Finance |
Stanford Financial Group Ltd. (Texas)
Stanford Financial Group Ltd. (Texas) Investment Banks/BrokersFinance Stanford Financial Group Ltd provides financial advisory services. The company is based in Houston, Texas. | Finance |
Rehmann Capital Advisory Group LLC
Rehmann Capital Advisory Group LLC Investment ManagersFinance Rehmann Capital Advisory Group LLC, do-business-as Rehmann Financial, is a SEC-registered investment advisor headquartered in Lansing, Michigan. The firm was founded in 2001 and is a subsidiary of Rehmann Financial Group LLC, which is owned by Rehmann LLC. Rehmann Financial provides financial planning and investment advisory services to individual clients, as well as trusts, endowments, qualified retirement plan sponsors, and business entities. | Finance |
Compass Capital Corp. (Massachusetts)
Compass Capital Corp. (Massachusetts) Investment ManagersFinance Compass Capital Corp. is a registered investment advisor headquartered in Braintree, Massachusetts. The firm was founded by Timothy Shanahan in 1984 and is a wholly-owned subsidiary of Compass Holding Group, Inc. Compass Capital provides personalized financial planning and investment management to individuals, pension and profit sharing plans, trusts,-estates, charitable organizations and small businesses. | Finance |
Capital Guardian Wealth Management LLC
Capital Guardian Wealth Management LLC Investment ManagersFinance Part of Capital Guardian Holding LLC, Capital Guardian Wealth Management LLC is a company that provides investment advice. The company is based in Belmont, NC. | Finance |
Cavalier Investments LLC
Cavalier Investments LLC Investment ManagersFinance Cavalier Investments LLC (do-business-as Adaptive Investments) is a SEC-registered investment advisor headquartered in Alpharetta, Goergia. The firm was founded by Greg Rutherford in 2015 and is owned by Cavalier16, Inc. Adaptive Investments provides discretionary investment advisory services through open-end mutual funds that focus on capital appreciation, income, downside protection and real return. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |