Maureen M. Trefry
Portfolio Manager-Equities at Eastern Bank (Investment Management)
Profile
Ms. Maureen M.
Trefry is a Senior Vice President at Eastern Bank Corp.
She is responsible for investment management and client service for a combination of fiduciary, charitable, and personal portfolios.
She has specialized expertise in retirement planning.
She joined Eastern Bank in 1992 as a result of the acquisition of Malden Trust Company, where she had worked in retirement plans since 1989.
Ms. Trefry holds a Bachelor of Science from Mankato State University and is a graduate of the National Graduate Trust School at Northwestern University.
She has completed Boston University’s Certified Financial Planner program and obtained the designation of Certified Financial Planner.
She is a graduate of the Cannon Trust School.
Maureen M. Trefry active positions
Companies | Position | Start |
---|---|---|
Eastern Bank (Investment Management)
Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank (Investment Management) (Eastern Bank-IM) is the investment management division of Eastern Bank, a full-service commercial bank headquartered in Boston, Massachusetts. Formerly known as Eastern Investment Advisors, Inc., the firm was founded in 1818 and is a subsidiary of Eastern Bankshares, Inc. (NASDAQ: EBC). Eastern Bank-PB provides individual and institutional clients with financial planning, portfolio management and fiduciary services. | Portfolio Manager-Equities | 1991-12-31 |
Training of Maureen M. Trefry
Minnesota State University-Mankato | Undergraduate Degree |
Northwestern University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
---|---|
Eastern Bank (Investment Management)
Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank (Investment Management) (Eastern Bank-IM) is the investment management division of Eastern Bank, a full-service commercial bank headquartered in Boston, Massachusetts. Formerly known as Eastern Investment Advisors, Inc., the firm was founded in 1818 and is a subsidiary of Eastern Bankshares, Inc. (NASDAQ: EBC). Eastern Bank-PB provides individual and institutional clients with financial planning, portfolio management and fiduciary services. | Finance |
- Stock Market
- Insiders
- Maureen M. Trefry