Owen Gilmore
Investment Committee Member at Beaumont Financial Partners LLC
Owen Gilmore active positions
| Companies | Position | Start | End |
|---|---|---|---|
Beaumont Financial Partners LLC
 Beaumont Financial Partners LLC Investment ManagersFinance Beaumont Financial Partners LLC (Beaumont) is an investment management firm headquartered in Needham, Massachusetts. The firm was founded in 1999 and their predecessor firm, Beaumont Trust Associates, became a registered investment adviser in 1981. They were acquired by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2022. Beaumont offers a comprehensive range of wealth management and family office services to affluent individuals and families, small businesses, and select institutions. | Investment Committee Member | 2023-06-30 | - |
| Portfolio Manager-Equities | 2023-06-30 | - |
Career history of Owen Gilmore
Former positions of Owen Gilmore
| Companies | Position | Start | End |
|---|---|---|---|
Barrett Asset Management LLC
 Barrett Asset Management LLC Investment ManagersFinance Barrett Asset Management LLC (Barrett) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2011 and is a subsidiary of CI Financial Corp. (TSE: CIX) in Canada. Barrett provides portfolio management advisory services to individuals, corporations, trusts, estates, charitable organizations, foundations and educational institutions, pension and profit-sharing plans, as well as other types of businesses and institutional clients. | Analyst-Equity | 2015-12-31 | 2018-12-31 |
| Portfolio Manager-Equities | 2015-12-31 | 2023-05-31 | |
| Boston University | Corporate Officer/Principal | - | - |
Training of Owen Gilmore
| Colby College | Undergraduate Degree |
| The Leonard N Stern School of Business | Masters Business Admin |
Statistics
International
| United States | 5 |
| Israel | 2 |
Operational
| Portfolio Manager-Equities | 2 |
| Analyst-Equity | 1 |
| Corporate Officer/Principal | 1 |
Sectoral
| Consumer Services | 4 |
| Finance | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Barrett Asset Management LLC
Barrett Asset Management LLC Investment ManagersFinance Barrett Asset Management LLC (Barrett) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2011 and is a subsidiary of CI Financial Corp. (TSE: CIX) in Canada. Barrett provides portfolio management advisory services to individuals, corporations, trusts, estates, charitable organizations, foundations and educational institutions, pension and profit-sharing plans, as well as other types of businesses and institutional clients. | Finance |
Beaumont Financial Partners LLC
Beaumont Financial Partners LLC Investment ManagersFinance Beaumont Financial Partners LLC (Beaumont) is an investment management firm headquartered in Needham, Massachusetts. The firm was founded in 1999 and their predecessor firm, Beaumont Trust Associates, became a registered investment adviser in 1981. They were acquired by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2022. Beaumont offers a comprehensive range of wealth management and family office services to affluent individuals and families, small businesses, and select institutions. | Finance |
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