Profil
Mr. George Carr is Senior Client Advisor at Federal Street Advisors, Inc.
He received his undergraduate degree with a major in Psychology and a minor in Economics from Bates College and his MBA with a concentration in Finance from Boston University.
Anciens postes connus de George Carr
| Sociétés | Poste | Fin |
|---|---|---|
Federal Street Advisors, Inc.
Federal Street Advisors, Inc. Investment ManagersFinance Federal Street Advisors'' investment approach is based on fundamental analysis and includes elements of modern portfolio theory. They determine a rate of return objective and an appropriate risk tolerance for each client. Then they develop an asset allocation, and funds or managers within each asset class, they believe will produce the desired return without exceeding the client’s risk tolerance over the long-term (15 years or more). Federal Street Advisors'' generally recommends that clients invest through separate account managers who manage investments in individual stocks or fixed-income securities; mutual funds including ETFs that invest primarily in such stocks or securities; and/or other pooled funds, including hedge funds and private equity funds. These managers and funds, in turn, invest in individual stocks, debt securities, or other investments. In some cases, the firm also recommend that a client invest in a hedge fund-of-funds sponsored and managed by an affiliate. | Gestionnaire de Portefeuille-Actions | 04/01/2016 |
Formation de George Carr
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Boston University
Boston University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bates College
Bates College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Federal Street Advisors, Inc.
Federal Street Advisors, Inc. Investment ManagersFinance Federal Street Advisors'' investment approach is based on fundamental analysis and includes elements of modern portfolio theory. They determine a rate of return objective and an appropriate risk tolerance for each client. Then they develop an asset allocation, and funds or managers within each asset class, they believe will produce the desired return without exceeding the client’s risk tolerance over the long-term (15 years or more). Federal Street Advisors'' generally recommends that clients invest through separate account managers who manage investments in individual stocks or fixed-income securities; mutual funds including ETFs that invest primarily in such stocks or securities; and/or other pooled funds, including hedge funds and private equity funds. These managers and funds, in turn, invest in individual stocks, debt securities, or other investments. In some cases, the firm also recommend that a client invest in a hedge fund-of-funds sponsored and managed by an affiliate. | Finance |
















