![Brian Alan Bickford](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Brian Alan Bickford
Gestionnaire de Portefeuille-Actions chez
Cambridge Trust Co. (Investment Management)
Profil
Mr. Brian A. Bickford, CFA, is a Senior Vice President & Director of Client Portfolio Management at Cambridge Trust Co.
Mr. Bickford was previously employed as a Senior Vice President & Portfolio Manager by Bar Harbor Wealth Management, a Senior Vice President & Portfolio Manager by Citizens Bank Investment Services, and a Vice President & Portfolio Manager by SunTrust Bank (Richmond Branch).
He received his undergraduate degree from the University of Maine and a graduate degree from Florida International University.
He is a Chartered Financial Analyst charterholder since 1998.
Postes actifs de Brian Alan Bickford
| Sociétés | Poste | Début |
|---|---|---|
Cambridge Trust Co. (Investment Management)
 Cambridge Trust Co. (Investment Management) Investment ManagersFinance Cambridge Trust-IM is an active asset manager that provides comprehensive approach to asset allocation helps generate attractive risk-adjusted returns over the long term while capitalizing on short- to mid-term opportunities by overweighting/underweighting individual securities, industry sectors or geographic regions. Clients benefit from flexible and objective approach to portfolio construction and global diversification with access to a broad range of investment strategies across a variety of combinations of individual securities, specialized mutual funds and sector ETFs. | Gestionnaire de Portefeuille-Actions | 01/12/2013 |
Anciens postes connus de Brian Alan Bickford
| Sociétés | Poste | Fin |
|---|---|---|
Bar Harbor Wealth Management
 Bar Harbor Wealth Management Investment ManagersFinance Bar Harbor designs an investment portfolio that is tailor-made to fit their client’s lifestyle, income, and expectations, using a combination of different assets. The majority of the firm’s clients are well served by holding a diversified combination of stocks, bonds, exchange-traded funds, and mutual funds to complement their personal holdings of real estate, bank deposits, and other assets. When evaluating investments, Bar Harbor uses a combination of quantitative, fundamental, and technical tools to determine whether an asset is fairly valued or not. | Corporate Officer/Principal | - |
SunTrust Bank (Richmond Branch)
 SunTrust Bank (Richmond Branch) Regional BanksFinance Provides commercial banking services | Corporate Officer/Principal | - |
Citizens Bank Investment Services
 Citizens Bank Investment Services Investment ManagersFinance Citizens Bank Investment Services (CBIS) seeks to achieve returns above agreed upon common benchmark indices. The firm develops an asset allocation plan for each client that establishes an appropriate mix of stocks, bonds and money market investments which is consistent with the client's objectives. In selecting equity investments, the firm uses a disciplined approach that combines computer modeling techniques with fundamental analysis of companies and industries. CBIS' fixed-income portfolios focus on investments in high-quality securities that provide a competitive risk return trade-off. Bond portfolios are constructed to provide a weighted average maturity, deviation and yield that are consistent with the client's income needs, risk tolerance and total return objectives. | Gestionnaire de Portefeuille-Actions | - |
Formation de Brian Alan Bickford
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
78
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Bar Harbor Wealth Management
Bar Harbor Wealth Management Investment ManagersFinance Bar Harbor designs an investment portfolio that is tailor-made to fit their client’s lifestyle, income, and expectations, using a combination of different assets. The majority of the firm’s clients are well served by holding a diversified combination of stocks, bonds, exchange-traded funds, and mutual funds to complement their personal holdings of real estate, bank deposits, and other assets. When evaluating investments, Bar Harbor uses a combination of quantitative, fundamental, and technical tools to determine whether an asset is fairly valued or not. | Finance |
Citizens Bank Investment Services
Citizens Bank Investment Services Investment ManagersFinance Citizens Bank Investment Services (CBIS) seeks to achieve returns above agreed upon common benchmark indices. The firm develops an asset allocation plan for each client that establishes an appropriate mix of stocks, bonds and money market investments which is consistent with the client's objectives. In selecting equity investments, the firm uses a disciplined approach that combines computer modeling techniques with fundamental analysis of companies and industries. CBIS' fixed-income portfolios focus on investments in high-quality securities that provide a competitive risk return trade-off. Bond portfolios are constructed to provide a weighted average maturity, deviation and yield that are consistent with the client's income needs, risk tolerance and total return objectives. | Finance |
Florida International University
 Florida International University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Maine
 University of Maine Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
SunTrust Bank (Richmond Branch)
SunTrust Bank (Richmond Branch) Regional BanksFinance Provides commercial banking services | Finance |
Cambridge Trust Co. (Investment Management)
Cambridge Trust Co. (Investment Management) Investment ManagersFinance Cambridge Trust-IM is an active asset manager that provides comprehensive approach to asset allocation helps generate attractive risk-adjusted returns over the long term while capitalizing on short- to mid-term opportunities by overweighting/underweighting individual securities, industry sectors or geographic regions. Clients benefit from flexible and objective approach to portfolio construction and global diversification with access to a broad range of investment strategies across a variety of combinations of individual securities, specialized mutual funds and sector ETFs. | Finance |
