Damon Barglow is a high-level professional, working in Cambridge Trust Company main office of which is in 518. on the position of Senior Portfolio Manager from 2017. This expert gained professional experience in more than 11 positions at various companies. Damon Barglow went to the Northwestern University - Kellogg School of Management and was studying from 1992 to 1995. This professional has such qualifications as Cfa, Cfp®, and Cfp. Boston, Massachusetts is the area, where this expert was known to be settled. This professional's phone number and email are easily accessed through SoftwareOfficial on demand.
Name variants:
Damon Barglow
Last updated Mar 20, 2024
Contact Information
Last Update
Feb 1, 2016
Email
da**@cambridgetrust.com, dc**@rcn.com
Location
Boston, MA
Company
Workplace
Colleagues
Work History
Senior Portfolio Manager
1336 Massachusetts Ave, Cambridge, MA 02138
Asset allocation, portfolio management for high net worth and institutional clients, manager Equity Income strategy, new business development
from Jun 2017
Portfolio Manager
288 Union St, Rockland, MA 02370
Manage HNW and institutional portfolios, conduct securities research in healthcare and telecom, co-manage asset allocation process.
Sep 2012 — Jun 2017
Board Member
60 South St, Boston, MA 02111
Oversaw hiring process for new Executive Director. Developed and managed BSAS mentorship program.
2007 — 2012
Managing Director
Portfolio management, industrial and healthcare stock research, asset allocation, portfolio strategy
Feb 2003 — Mar 2012
Managing Director
265 Franklin St, Boston, MA 02134
Portfolio management, industrial and healthcare stock research, asset allocation, portfolio strategy
Feb 2003 — Mar 2012
Security Analyst
Industrial, healthcare and consumer staples stock research
Oct 1998 — Jan 2003
Security Analyst
600 Atlantic Ave, Boston, MA 02210
Industrial, healthcare and consumer staples stock research
Oct 1998 — Jan 2003
Research Analyst
1751 Lake Cook Rd SUITE 350, Deerfield, IL 60015
Pharmaceutical and Specialty drug stock research
1997 — 1998
Commercial Lender and Credit Analyst
Assessed the risk of and made loans to small businesses.
1993 — 1996
Commercial Lender and Credit Analyst
7054 south Jeffery Blvd, Chicago, IL 60649
Assessed the risk of and made loans to small businesses.
1993 — 1996
Education
1985 — 1991
Occupations
Financial Broker
Portfolio Manager
Executive
Board Member
Investment Analyst
Financial Analyst
Management Team Executive
Operations Manager
Skills
Healthcare stock research
Industrial stock research
Portfolio Management
Socially Responsible Investing
Hedge Funds
Asset Allocation
Investment Advisory
Equities
Wealth Management Services
Investments
Equity Research
Investment Management
Risk Management
Investment Strategies
Asset Management
Wealth Management
Fixed Income
Securities
Financial Risk
Alternative Investments
Certified Financial Planner
Business Development
Healthcare Stock Research
Industrial Stock Research
FAQs about Damon Barglow
What is the main profession of Damon Barglow?
Damon is a Senior Portfolio Manager.
What jobs is Damon Barglow proficient at at?
The expert is proficient at Financial Broker and Portfolio Manager jobs.
Where does Damon Barglow currently live?
Damon currently lives in Boston, Massachusetts.
Does the expert have the email address?
da**@cambridgetrust.com and dc**@rcn.com is Damon's email address.
How many companies did Damon Barglow work at?
The professional worked at 11 jobs.
What education does Damon Barglow have?
Damon studied at the Northwestern University - Kellogg School of Management from 1992 to 1995.
Are there any certifications Damon Barglow has?
This expert received the following certifications: Cfa, Cfp®, and Cfp.
What is professional industry that Damon Barglow is connected to?
This professional works in Investment Management industry.