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Profil
Mr. Damon C.
Barglow, CFA, is a Senior Vice President & Senior Portfolio Manager at Cambridge Trust Co.
Mr. Barglow has prior work experience at Rockland Trust, Eastern Bank, Middleton & Co., Vector Securities, ShoreBank Corporation
He received his undergraduate degree from the University of Wisconsin and a graduate degree from Northwestern University.
He is a Chartered Financial Analyst charterholder, and a member of the Boston Estate Planning Council and CFA Society Boston, Inc.
Anciens postes connus de Damon Coyne Barglow
| Sociétés | Poste | Fin |
|---|---|---|
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 | 01/07/2022 |
| CAMB BANCORP | Corporate Officer/Principal | - |
Rockland Trust Co.
 Rockland Trust Co. Investment ManagersFinance Rockland Trust aims to protect and build client’s wealth by focusing on minimizing downside risk through broad diversification. To strike the proper investment balance, the firm builds a foundation of core equity, core fixed-income and diversified fixed-income and equity assets, each serving a distinct purpose within client’s portfolio. They focus on asset managers who take a long-term view and minimize expenses while exhibiting a consistent risk-adjusted return profile. | Analyst-Equity | - |
Vector Securities LLC
 Vector Securities LLC Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | - |
Middleton & Co., Inc.
 Middleton & Co., Inc. Investment ManagersFinance Middleton & Co. actively manages the asset allocation process. The firm establishes appropriate target ranges for the major asset classes within a portfolio based on each client's requirements for income, liquidity, capital appreciation, taxes and risk tolerance. Relative valuations among asset classes and forward-looking analysis are used to determine where, within the target range, the allocation should be set. Portfolios are adjusted as valuations change between asset classes. | Corporate Officer/Principal | - |
Formation de Damon Coyne Barglow
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
99
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Middleton & Co., Inc.
Middleton & Co., Inc. Investment ManagersFinance Middleton & Co. actively manages the asset allocation process. The firm establishes appropriate target ranges for the major asset classes within a portfolio based on each client's requirements for income, liquidity, capital appreciation, taxes and risk tolerance. Relative valuations among asset classes and forward-looking analysis are used to determine where, within the target range, the allocation should be set. Portfolios are adjusted as valuations change between asset classes. | Finance |
Rockland Trust Co.
Rockland Trust Co. Investment ManagersFinance Rockland Trust aims to protect and build client’s wealth by focusing on minimizing downside risk through broad diversification. To strike the proper investment balance, the firm builds a foundation of core equity, core fixed-income and diversified fixed-income and equity assets, each serving a distinct purpose within client’s portfolio. They focus on asset managers who take a long-term view and minimize expenses while exhibiting a consistent risk-adjusted return profile. | Finance |
Eastern Bank (Investment Management)
 Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank-IM focuses on managing risk, not chasing returns. They start with strategic and tactical asset allocation and mix individual stocks and bonds with mutual funds and ETFs. The specific investment strategies they use are tailored for each individual client's objectives and risk profile. | Finance |
Cambridge Bancorp
 Cambridge Bancorp Regional BanksFinance Operates as a bank holding company whose subsidiary provides banking services | Finance |
Vector Securities LLC
Vector Securities LLC Investment Banks/BrokersFinance Provides investment banking services | Finance |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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 |
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