Career history of George Rooks
Former positions of George Rooks
| Companies | Position | Start | End |
|---|---|---|---|
Reynders, McVeigh Capital Management LLC
 Reynders, McVeigh Capital Management LLC Investment ManagersFinance Reynders, McVeigh Capital Management LLC (RM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Charlton “Chat” Reynders III and Patrick McVeigh in 2005. RM offers discretionary investment management services to separately managed accounts and acts as investment adviser to the Reynders, McVeigh Core Equity Fund, a mutual fund series of the Capitol Series Trust, a registered open-end management investment company. | Portfolio Manager-Equities | 2010-08-31 | 2023-10-16 |
| Market Strategist | 2010-08-31 | 2023-10-16 | |
| Marland Mold, Inc. | Corporate Officer/Principal | - | - |
| Fleet National Bank (Providence, Rhode Island) | Corporate Officer/Principal | - | - |
Heritage Capital Management, Inc.
 Heritage Capital Management, Inc. Investment ManagersFinance Founded in 1981 by George Rooks, Heritage Capital Management, Inc. is a registered investment advisor located in Boston. The firm is a wholly-owned subsidiary of Wainwright Bank & Trust Co. (NYSE: WAIN). They offer separately managed accounts for individuals, families, trusts, corporations, endowments and retirement plans. | Chairman | 1980-12-31 | 2010-09-23 |
| Chief Investment Officer | 1980-12-31 | 2010-10-30 | |
| Founder | 2010-01-26 | 2010-10-30 | |
| Portfolio Manager-Equities | 1980-12-31 | 2010-10-30 | |
| Portfolio Manager-Fixed Income | 1980-12-31 | 2010-10-30 | |
Trillium Asset Management LLC
 Trillium Asset Management LLC Investment ManagersFinance Trillium Asset Management LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Joan Bavaria in 1982 as Franklin Research & Development Co. Trillium Asset Management manages equity, fixed income, and balanced separate accounts for individuals, foundations, endowments, religious institutions and other non-profit and for-profit institutional clients. | Investment Committee Member | - | 2010-09-29 |
| Corporate Officer/Principal | 2010-09-29 | 2010-10-30 |
Training of George Rooks
| Bowdoin College | Undergraduate Degree |
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
Statistics
International
| United States | 8 |
Operational
| Corporate Officer/Principal | 3 |
| Portfolio Manager-Equities | 2 |
| Investment Committee Member | 1 |
Sectoral
| Finance | 5 |
| Consumer Services | 3 |
| Producer Manufacturing | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 5 |
|---|---|
Trillium Asset Management LLC
Trillium Asset Management LLC Investment ManagersFinance Trillium Asset Management LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Joan Bavaria in 1982 as Franklin Research & Development Co. Trillium Asset Management manages equity, fixed income, and balanced separate accounts for individuals, foundations, endowments, religious institutions and other non-profit and for-profit institutional clients. | Finance |
Heritage Capital Management, Inc.
Heritage Capital Management, Inc. Investment ManagersFinance Founded in 1981 by George Rooks, Heritage Capital Management, Inc. is a registered investment advisor located in Boston. The firm is a wholly-owned subsidiary of Wainwright Bank & Trust Co. (NYSE: WAIN). They offer separately managed accounts for individuals, families, trusts, corporations, endowments and retirement plans. | Finance |
Reynders, McVeigh Capital Management LLC
Reynders, McVeigh Capital Management LLC Investment ManagersFinance Reynders, McVeigh Capital Management LLC (RM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Charlton “Chat” Reynders III and Patrick McVeigh in 2005. RM offers discretionary investment management services to separately managed accounts and acts as investment adviser to the Reynders, McVeigh Core Equity Fund, a mutual fund series of the Capitol Series Trust, a registered open-end management investment company. | Finance |
| Fleet National Bank (Providence, Rhode Island) | Finance |
| Marland Mold, Inc. | Producer Manufacturing |
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