Profil
Mr. William H.
Claflin, IV, is Partner & Portfolio Manager at The Boston Family Office LLC.
He joined the firm in 2007.
Mr. Claflin has spent his entire career in the investment advisory business, and served as a Vice President and Financial Advisor at Morgan Stanley.
Previously, he held similar positions at A.
G.
Edwards and Tucker Anthony.
He is a Trustee of the Massachusetts Eye and Ear Infirmary and sits on the Investment Committee.
Mr. Claflin graduated from Harvard College in 1965.
Anciens postes connus de Tim Claflin
| Sociétés | Poste | Fin |
|---|---|---|
| Tucker Anthony, Inc. | Corporate Officer/Principal | - |
| MORGAN STANLEY | Corporate Officer/Principal | - |
A.G. Edwards, Inc.
 A.G. Edwards, Inc. Investment Banks/BrokersFinance A.G. Edwards, Inc. operate as a securities broker-dealer in the United States. It provides investment products and financial services including annuities, bonds, futures & commodities, mutual funds, banking and business services, education funding, and retirement planning. The company was founded by Albert Gallatin Edwards in 1887 and is headquartered in St. Louis, MO. | Corporate Officer/Principal | - |
The Boston Family Office LLC
 The Boston Family Office LLC Investment ManagersFinance The Boston Family Office LLC (BFO) is a privately-owned family office and SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1996 by George Beal and George Putnam III. BFO provides personalized investment advisory services primarily to individuals, family groups, trusts and charitable organizations. In certain situations, they may advise estates and pension plans. | Gestionnaire de Portefeuille-Actions | - |
Formation de Tim Claflin
| Harvard College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| MORGAN STANLEY | Finance |
| Entreprise privées | 3 |
|---|---|
The Boston Family Office LLC
The Boston Family Office LLC Investment ManagersFinance The Boston Family Office LLC (BFO) is a privately-owned family office and SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1996 by George Beal and George Putnam III. BFO provides personalized investment advisory services primarily to individuals, family groups, trusts and charitable organizations. In certain situations, they may advise estates and pension plans. | Finance |
A.G. Edwards, Inc.
A.G. Edwards, Inc. Investment Banks/BrokersFinance A.G. Edwards, Inc. operate as a securities broker-dealer in the United States. It provides investment products and financial services including annuities, bonds, futures & commodities, mutual funds, banking and business services, education funding, and retirement planning. The company was founded by Albert Gallatin Edwards in 1887 and is headquartered in St. Louis, MO. | Finance |
| Tucker Anthony, Inc. | Finance |
