Christopher Grogan
Portfolio Manager-Fixed Income at Eventide Asset Management LLC
Profile
Mr. Christopher R.
Grogan, CFA, is a Director of Investment Consulting & Portfolio Manager at Eventide Asset Management LLC.
He has over 10 years of investment experience.
Prior to joining Eventide in 2019, Mr. Grogan was an Associate Portfolio Manager with Boston Advisors, LLC.
In this role, he was tasked with conducting asset allocation strategy, equity portfolio management, fixed income portfolio management, open architecture due diligence, and building custom portfolio solutions using both internal and third-party strategies.
Before that, he was a Financial Planning Analyst with Raymond James.
Mr. Grogan has a dual B.A.
in Economics and Finance from Gordon College.
He holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston and CFA Institute.
Christopher Grogan active positions
| Companies | Position | Start |
|---|---|---|
Eventide Asset Management LLC
 Eventide Asset Management LLC Investment ManagersFinance Eventide Asset Management LLC (Eventide) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2008 by Finni Kuruvilla, Jason Myhre, Roben John, David Barksdale and Anil Thomas. Eventide provides portfolio management for registered mutual funds and offers non-discretionary Model Allocations and Models to financial intermediaries such as wrap fee program sponsors. | Portfolio Manager-Fixed Income | 2019-10-31 |
Former positions of Christopher Grogan
| Companies | Position | End |
|---|---|---|
Boston Advisors LLC
 Boston Advisors LLC Investment ManagersFinance Founded in 1982, Boston Advisors LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of Birdsong Capital LLC. They provide discretionary portfolio management services to individual and institutional clients. | Analyst-Equity | 2017-12-31 |
Raymond James Financial Services Advisors, Inc.
 Raymond James Financial Services Advisors, Inc. Investment ManagersFinance Raymond James Financial Services Advisors, Inc. (RJFSA) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 2009 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). RJFSA provides advisory services to individuals, IRAs, banks and thrift institutions, trusts, estates, charitable organizations, state and municipal government entities, pension and profit-sharing plans, including plans subject to ERISA, corporations and other business entities. | Corporate Officer/Principal | - |
Training of Christopher Grogan
| Gordon College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Boston Advisors LLC
Boston Advisors LLC Investment ManagersFinance Founded in 1982, Boston Advisors LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of Birdsong Capital LLC. They provide discretionary portfolio management services to individual and institutional clients. | Finance |
Raymond James Financial Services Advisors, Inc.
Raymond James Financial Services Advisors, Inc. Investment ManagersFinance Raymond James Financial Services Advisors, Inc. (RJFSA) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 2009 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). RJFSA provides advisory services to individuals, IRAs, banks and thrift institutions, trusts, estates, charitable organizations, state and municipal government entities, pension and profit-sharing plans, including plans subject to ERISA, corporations and other business entities. | Finance |
Eventide Asset Management LLC
Eventide Asset Management LLC Investment ManagersFinance Eventide Asset Management LLC (Eventide) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2008 by Finni Kuruvilla, Jason Myhre, Roben John, David Barksdale and Anil Thomas. Eventide provides portfolio management for registered mutual funds and offers non-discretionary Model Allocations and Models to financial intermediaries such as wrap fee program sponsors. | Finance |
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