![Diana Bliss Malcom](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>)
Diana Bliss Malcom
Gestionnaire de Portefeuille-Actions chez
Choate Investment Advisors LLC
Profil
Ms. Diana B. Malcom is a Managing Director at Choate Investment Advisors LLC.
She has over 25 years of investment experience, encompassing portfolio management, equity research and retirement and estate planning.
Her ability to research companies and track trends enables her to guide clients through market cycles, all while keeping the individual’s goals and needs at the forefront.
Prior to joining Choate, Ms. Malcom was the President & Principal of Lowell, Blake & Associates and worked at Brown Brothers Harriman.
She received her undergraduate degree from Bowdoin College.
Postes actifs de Diana Bliss Malcom
| Sociétés | Poste | Début |
|---|---|---|
Choate Investment Advisors LLC
 Choate Investment Advisors LLC Investment ManagersFinance ChoateIA develops a customized, integrated investment plan to deliver strong results consistent with the client’s objectives and a defined level of risk. The firm integrates environmental, social and governance (ESG) factors into the investment decision making process as appropriate in light of the client account. | Gestionnaire de Portefeuille-Actions | 01/10/2023 |
Anciens postes connus de Diana Bliss Malcom
| Sociétés | Poste | Fin |
|---|---|---|
DNJ Associates, Inc.
 DNJ Associates, Inc. Investment ManagersFinance DNJ Associates’ investment philosophy is built on a bottom-up equity analysis approach. The firm handpicks individual stocks and bonds to build client portfolios; they do not utilize mutual funds or ETFs. In choosing securities, they don’t rely on Wall Street insiders, but conduct their own independent, rigorous research of markets, trends, and companies. | President | 01/10/2023 |
Formation de Diana Bliss Malcom
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
24
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Choate Investment Advisors LLC
Choate Investment Advisors LLC Investment ManagersFinance ChoateIA develops a customized, integrated investment plan to deliver strong results consistent with the client’s objectives and a defined level of risk. The firm integrates environmental, social and governance (ESG) factors into the investment decision making process as appropriate in light of the client account. | Finance |
Bowdoin College
 Bowdoin College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
DNJ Associates, Inc.
DNJ Associates, Inc. Investment ManagersFinance DNJ Associates’ investment philosophy is built on a bottom-up equity analysis approach. The firm handpicks individual stocks and bonds to build client portfolios; they do not utilize mutual funds or ETFs. In choosing securities, they don’t rely on Wall Street insiders, but conduct their own independent, rigorous research of markets, trends, and companies. | Finance |
