Profile
Mr. Rick P.
Ciolino is Vice President & Investment Officer at Danversbank Asset Management.
Prior to joining Danversbank in February 2010, Mr. Ciolino was at Beverly National Bank.
Before that, he was an Investment Officer with Cape Ann Savings Bank.
Mr. Ciolino graduated with his BA from Framingham State College and his MBA from Suffolk University Graduate School of Business.
Former positions of Rick P. Ciolino
| Companies | Position | End |
|---|---|---|
Beverly National Bank
Beverly National Bank Major BanksFinance BNB's trust officers are equity and fixed-income generalists who base asset allocation on client's needs. | Portfolio Manager-Equities | 2010-02-10 |
Cape Ann Savings Bank
Cape Ann Savings Bank Investment ManagersFinance CASB’s investment approach focuses on creating diversified portfolios that reflect client investment expectations, cash needs, risk tolerances, and tax situations. The firm prefers to use individual securities whenever possible; however, most portfolios include a mix of individual securities, active and passive exchange traded funds and mutual funds. They believe a combination of varied securities within asset classes helps to enhance return and minimize expenses. | Portfolio Manager-Equities | 2008-05-29 |
Danversbank Asset Management
Danversbank Asset Management Investment ManagersFinance Danversbank Asset Management's trust officers are equity and fixed-income generalists. Portfolios are created based on the asset allocation needs of each client. | Portfolio Manager-Equities | - |
Training of Rick P. Ciolino
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Cape Ann Savings Bank
Cape Ann Savings Bank Investment ManagersFinance CASB’s investment approach focuses on creating diversified portfolios that reflect client investment expectations, cash needs, risk tolerances, and tax situations. The firm prefers to use individual securities whenever possible; however, most portfolios include a mix of individual securities, active and passive exchange traded funds and mutual funds. They believe a combination of varied securities within asset classes helps to enhance return and minimize expenses. | Finance |
Beverly National Bank
Beverly National Bank Major BanksFinance BNB's trust officers are equity and fixed-income generalists who base asset allocation on client's needs. | Finance |
Framingham State College
Framingham State College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Suffolk University
Suffolk University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Danversbank Asset Management
Danversbank Asset Management Investment ManagersFinance Danversbank Asset Management's trust officers are equity and fixed-income generalists. Portfolios are created based on the asset allocation needs of each client. | Finance |
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