Casey Tenney
Portfolio Manager-Equities at Coastline Trust Co.
Casey Tenney active positions
Companies | Position | Start | End |
---|---|---|---|
Coastline Trust Co.
Coastline Trust Co. Investment ManagersFinance Founded in 2004, Coastline Trust Co. is a boutique trust and investment company based in Providence, Rhode Island. | Portfolio Manager-Equities | 2021-06-30 | - |
Career history of Casey Tenney
Former positions of Casey Tenney
Companies | Position | Start | End |
---|---|---|---|
Bank of America Private Bank
Bank of America Private Bank Investment ManagersFinance A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services. | Corporate Officer/Principal | 2018-04-30 | 2021-06-30 |
Truist Advisory Services, Inc.
Truist Advisory Services, Inc. Investment ManagersFinance Truist Advisory Services, Inc. (TAS), formerly known as SunTrust Advisory Services, Inc., is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm is a separate, wholly owned, non-bank indirect affiliate of Truist Financial Corp. (NYSE: TFC). TAS provides investment advisory services to individuals, corporations and other business entities, charitable organizations and not-for-profit organizations. | Corporate Officer/Principal | 2016-08-31 | 2018-04-30 |
Training of Casey Tenney
Providence College | Masters Business Admin |
Statistics
International
United States | 5 |
Operational
Corporate Officer/Principal | 2 |
Portfolio Manager-Equities | 1 |
Masters Business Admin | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
Coastline Trust Co.
Coastline Trust Co. Investment ManagersFinance Founded in 2004, Coastline Trust Co. is a boutique trust and investment company based in Providence, Rhode Island. | Finance |
Bank of America Private Bank
Bank of America Private Bank Investment ManagersFinance A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services. | Finance |
Truist Advisory Services, Inc.
Truist Advisory Services, Inc. Investment ManagersFinance Truist Advisory Services, Inc. (TAS), formerly known as SunTrust Advisory Services, Inc., is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm is a separate, wholly owned, non-bank indirect affiliate of Truist Financial Corp. (NYSE: TFC). TAS provides investment advisory services to individuals, corporations and other business entities, charitable organizations and not-for-profit organizations. | Finance |
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