Don Clarke
Portfolio Manager-Equities at Crestwood Advisors Group LLC
Don Clarke active positions
Companies | Position | Start | End |
---|---|---|---|
Crestwood Advisors Group LLC
Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments. | Portfolio Manager-Equities | 2023-07-31 | - |
Career history of Don Clarke
Former positions of Don Clarke
Companies | Position | Start | End |
---|---|---|---|
James Caird, Inc.
James Caird, Inc. Investment ManagersFinance James Caird, Inc. is an investment manager headquartered in Providence, Rhode Island. Formerly known as Endurance Wealth Management, Inc., the firm was founded by J. Michael Costello in 1997. They were acquired by Crestwood Advisors Group LLC in 2023 and is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). James Caird provides investment advisory services and manages investment advisory accounts on a discretionary basis for high-net-worth individuals and families, entrepreneurs, pensions and profit-sharing plans, trusts, estates, charitable organizations and corporations or other business organizations. | Analyst-Equity | 2009-09-30 | 2023-07-31 |
Investment Committee Member | 2009-09-30 | 2023-07-31 | |
Portfolio Manager-Equities | 2009-09-30 | 2023-07-31 | |
Treasurer | 2009-09-30 | 2023-07-31 | |
Equitable Financial Life Insurance Co.
Equitable Financial Life Insurance Co. Investment Trusts/Mutual FundsMiscellaneous Equitable Life Insurance Co. provides investment advice. Its products include life insurance, retirement, retirement plans for employers and investments. The company was founded by Henry Hyde in 1859 and is headquartered in New York, NY. | Corporate Officer/Principal | - | - |
Arlen Capital LLC (Rhode Island)
Arlen Capital LLC (Rhode Island) Investment ManagersFinance Part of Arlen Corp., Arlen Capital LLC is a company based in Warwick, RI that provides investment advice. | Corporate Officer/Principal | - | - |
Training of Don Clarke
Skidmore College | Undergraduate Degree |
Statistics
International
United States | 6 |
Operational
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 2 |
Analyst-Equity | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Miscellaneous | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
James Caird, Inc.
James Caird, Inc. Investment ManagersFinance James Caird, Inc. is an investment manager headquartered in Providence, Rhode Island. Formerly known as Endurance Wealth Management, Inc., the firm was founded by J. Michael Costello in 1997. They were acquired by Crestwood Advisors Group LLC in 2023 and is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). James Caird provides investment advisory services and manages investment advisory accounts on a discretionary basis for high-net-worth individuals and families, entrepreneurs, pensions and profit-sharing plans, trusts, estates, charitable organizations and corporations or other business organizations. | Finance |
Arlen Capital LLC (Rhode Island)
Arlen Capital LLC (Rhode Island) Investment ManagersFinance Part of Arlen Corp., Arlen Capital LLC is a company based in Warwick, RI that provides investment advice. | Finance |
Equitable Financial Life Insurance Co.
Equitable Financial Life Insurance Co. Investment Trusts/Mutual FundsMiscellaneous Equitable Life Insurance Co. provides investment advice. Its products include life insurance, retirement, retirement plans for employers and investments. The company was founded by Henry Hyde in 1859 and is headquartered in New York, NY. | Miscellaneous |
Crestwood Advisors Group LLC
Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments. | Finance |
- Stock Market
- Insiders
- Don Clarke
- Experience