Patrick Kavey
Corporate Officer/Principal at Eastern Association of College & University Business Officers
Profile
Patrick Kavey is currently a Principal at Financial Executives International, Eastern Association of College & University Business Officers, and Association of Independent Schools in New England, Inc. Previously, he worked as Director-Business Development at Bourdon Associates, Inc. in 2009-2010, Vice President at The Bank of New York Mellon Corp.
(Wealth Management), Vice President-Business Development at GW & Wade LLC, and Vice President-Regional at Fidelity Charitable Services.
Mr. Kavey received his undergraduate and graduate degrees from Boston College and his graduate degree from Northeastern University.
Patrick Kavey active positions
Companies | Position | Start |
---|---|---|
Eastern Association of College & University Business Officers | Corporate Officer/Principal | 2010-07-11 |
Association of Independent Schools in New England, Inc.
Association of Independent Schools in New England, Inc. Miscellaneous Commercial ServicesCommercial Services Association of Independent Schools in New England provides strategic information, accreditation, advocacy and professional development opportunities. The company was founded in 1904 and is headquartered in Milton, MA. | Corporate Officer/Principal | 2010-07-11 |
Financial Executives International
Financial Executives International Miscellaneous Commercial ServicesCommercial Services Financial Executives International enhances member professional development through peer networking, career planning services, conferences, publications and special reports, and research. Its members include Chief Financial Officers, Vice Presidents of Finance, Treasurers, and Controllers. The company was founded in December 1931 and is headquartered in Morristown, NJ. | Corporate Officer/Principal | 2010-07-11 |
Former positions of Patrick Kavey
Companies | Position | End |
---|---|---|
GW & Wade LLC
GW & Wade LLC Investment ManagersFinance GW & Wade LLC is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. The firm was founded by Roger Wade in 1986 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). GW & Wade provides investment management services primarily to high net-worth and other individuals and families, trusts, some ERISA plans, charitable organizations and foundations. | Corporate Officer/Principal | - |
Fidelity Charitable Services
Fidelity Charitable Services Investment Trusts/Mutual FundsMiscellaneous Fidelity Charitable Services provides administrative and other services to charitable organizations such as private foundations and donor-advised funds, including the Fidelity Charitable Gift Fund. Its services include solutions for clients with substantial assets, financial needs and complicated tax issues. The company also provides process for setting up and managing charitable accounts. Fidelity Charitable Services is headquartered in Covington, KY. | Corporate Officer/Principal | - |
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Corporate Officer/Principal | - |
Bourdon Associates, Inc.
Bourdon Associates, Inc. Miscellaneous Commercial ServicesCommercial Services Bourdon Associates, Inc. performs financial and accounting services. The firm specializes in accounting and finance consulting, part time finance staff, outsourced controllers and senior accountants, interim staffing for senior finance roles, nonprofit and endowment accounting, audit preparation, and financial systems implementation. The company was founded by Jim Bourdon in 1998 and is headquartered in Waltham, MA. | Corporate Officer/Principal | - |
Training of Patrick Kavey
Boston College | Graduate Degree |
Northeastern University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 7 |
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Bourdon Associates, Inc.
Bourdon Associates, Inc. Miscellaneous Commercial ServicesCommercial Services Bourdon Associates, Inc. performs financial and accounting services. The firm specializes in accounting and finance consulting, part time finance staff, outsourced controllers and senior accountants, interim staffing for senior finance roles, nonprofit and endowment accounting, audit preparation, and financial systems implementation. The company was founded by Jim Bourdon in 1998 and is headquartered in Waltham, MA. | Commercial Services |
Fidelity Charitable Services
Fidelity Charitable Services Investment Trusts/Mutual FundsMiscellaneous Fidelity Charitable Services provides administrative and other services to charitable organizations such as private foundations and donor-advised funds, including the Fidelity Charitable Gift Fund. Its services include solutions for clients with substantial assets, financial needs and complicated tax issues. The company also provides process for setting up and managing charitable accounts. Fidelity Charitable Services is headquartered in Covington, KY. | Miscellaneous |
Eastern Association of College & University Business Officers | |
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Finance |
Association of Independent Schools in New England, Inc.
Association of Independent Schools in New England, Inc. Miscellaneous Commercial ServicesCommercial Services Association of Independent Schools in New England provides strategic information, accreditation, advocacy and professional development opportunities. The company was founded in 1904 and is headquartered in Milton, MA. | Commercial Services |
Financial Executives International
Financial Executives International Miscellaneous Commercial ServicesCommercial Services Financial Executives International enhances member professional development through peer networking, career planning services, conferences, publications and special reports, and research. Its members include Chief Financial Officers, Vice Presidents of Finance, Treasurers, and Controllers. The company was founded in December 1931 and is headquartered in Morristown, NJ. | Commercial Services |
GW & Wade LLC
GW & Wade LLC Investment ManagersFinance GW & Wade LLC is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. The firm was founded by Roger Wade in 1986 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). GW & Wade provides investment management services primarily to high net-worth and other individuals and families, trusts, some ERISA plans, charitable organizations and foundations. | Finance |
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