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Diana Bliss Malcom
Portfolio Manager-Equities at Choate Investment Advisors LLC
Diana Bliss Malcom active positions
Companies | Position | Start | End |
---|---|---|---|
Choate Investment Advisors LLC
![]() Choate Investment Advisors LLC Investment ManagersFinance Founded in 1997, Choate Investment Advisors LLC is a registered investment advisor located in Boston. The firm is a subsidiary of Choate, Hall & Stewart LLP. They provide comprehensive, integrated wealth management services primarily to high net-worth individuals. | Portfolio Manager-Equities | 2023-09-30 | - |
Career history of Diana Bliss Malcom
Former positions of Diana Bliss Malcom
Companies | Position | Start | End |
---|---|---|---|
Lowell Blake & Associates, Inc.
![]() Lowell Blake & Associates, Inc. Investment ManagersFinance Lowell Blake & Associates, Inc. (LBA) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Jim and Susan Lowell in 1974. LBA provides advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, business entities and limited liability companies. | Director/Board Member | 2000-03-31 | 2023-09-30 |
President | 2000-03-31 | 2023-09-30 |
Training of Diana Bliss Malcom
Bowdoin College | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Director/Board Member | 1 |
President | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
---|---|
Lowell Blake & Associates, Inc.
![]() Lowell Blake & Associates, Inc. Investment ManagersFinance Lowell Blake & Associates, Inc. (LBA) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Jim and Susan Lowell in 1974. LBA provides advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, business entities and limited liability companies. | Finance |
Choate Investment Advisors LLC
![]() Choate Investment Advisors LLC Investment ManagersFinance Founded in 1997, Choate Investment Advisors LLC is a registered investment advisor located in Boston. The firm is a subsidiary of Choate, Hall & Stewart LLP. They provide comprehensive, integrated wealth management services primarily to high net-worth individuals. | Finance |
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