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Profile
John Whipple Filoon worked as a Managing Director at Merrill Lynch, Pierce, Fenner & Smith, Inc. and as a Principal at Columbia Management Advisors, Inc., Crown Point Trust Co., Legacy Holding Co., The PrivateBank (Bloomfield Hills, Michigan), and United States Trust Co., NA. He served as the President & Chief Operating Officer at Washington Trust Advisors, Inc. from 2011 to 2018.
Filoon holds an MBA from Babson College, which he earned in 1990, and an undergraduate degree from Colby College, which he earned in 1983.
Former positions of Jake Filoon
| Companies | Position | End |
|---|---|---|
Washington Trust Advisors, Inc.
 Washington Trust Advisors, Inc. Investment ManagersFinance WTA implements a comprehensive, goals-based financial strategy. The firm builds well-designed portfolios that work across market cycles to support their client's life and financial goals. | President | 2017-12-31 |
Legacy Holding Co.
 Legacy Holding Co. Financial ConglomeratesFinance Functions as an investment holding company | Corporate Officer/Principal | - |
Crown Point Trust Co.
 Crown Point Trust Co. Regional BanksFinance Serves as a trustee for retirement plan clients | Corporate Officer/Principal | - |
Columbia Management Advisors, Inc.
 Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Advisors invests in the US public equity and debt markets. They focus on growth and value stocks of small-cap, mid-cap, and large-cap companies selected on the basis of a top-down approach and thematic and fundamental analysis with a bottom-up stock picking approach to create their equity portfolio mix. The firm benchmarks the performance of its equity portfolios against the S&P 500 Index. Columbia Management Advisors invests in short-term, intermediate-term, and long-term high-quality debt instruments including treasuries, mortgage-backed securities, municipal bonds, agency bonds and asset backed securities to create their debt portfolio mix. The firm uses a combination of their equity and debt strategies to manage balanced portfolios and benchmarks performance against the S&P 500 Index and Lehman Aggregate Index. Though not limited by sector, the firm tends to invests in the stocks of large-cap companies in the technology, energy minerals and consumer non-durables sectors. They maintain a low turnover rate. | Corporate Officer/Principal | - |
The PrivateBank (Bloomfield Hills, Michigan)
 The PrivateBank (Bloomfield Hills, Michigan) Regional BanksFinance Provides commercial, trust, and other banking services | Corporate Officer/Principal | - |
Training of Jake Filoon
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
92
1st degree connections
9
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 9 |
|---|---|
Columbia Management Advisors, Inc.
Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Advisors invests in the US public equity and debt markets. They focus on growth and value stocks of small-cap, mid-cap, and large-cap companies selected on the basis of a top-down approach and thematic and fundamental analysis with a bottom-up stock picking approach to create their equity portfolio mix. The firm benchmarks the performance of its equity portfolios against the S&P 500 Index. Columbia Management Advisors invests in short-term, intermediate-term, and long-term high-quality debt instruments including treasuries, mortgage-backed securities, municipal bonds, agency bonds and asset backed securities to create their debt portfolio mix. The firm uses a combination of their equity and debt strategies to manage balanced portfolios and benchmarks performance against the S&P 500 Index and Lehman Aggregate Index. Though not limited by sector, the firm tends to invests in the stocks of large-cap companies in the technology, energy minerals and consumer non-durables sectors. They maintain a low turnover rate. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
 Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services | Finance |
Crown Point Trust Co.
Crown Point Trust Co. Regional BanksFinance Serves as a trustee for retirement plan clients | Finance |
Washington Trust Advisors, Inc.
Washington Trust Advisors, Inc. Investment ManagersFinance WTA implements a comprehensive, goals-based financial strategy. The firm builds well-designed portfolios that work across market cycles to support their client's life and financial goals. | Finance |
Babson College
 Babson College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Colby College
 Colby College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Legacy Holding Co.
Legacy Holding Co. Financial ConglomeratesFinance Functions as an investment holding company | Finance |
The PrivateBank (Bloomfield Hills, Michigan)
The PrivateBank (Bloomfield Hills, Michigan) Regional BanksFinance Provides commercial, trust, and other banking services | Finance |
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance Provides banking services | Finance |
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