Timothy V. Geremia, CFA, CFP®

Mr. Geremia is responsible for investment management and all related duties for the Company. He chairs the Investment Committee and is a member of the Trust Management Committee.

Mr. Geremia holds both the Chartered Financial Analyst and Certified Financial Planner designations. He has over 25 years of portfolio management experience, including nine years with Bank Boston / Rhode Island Hospital Trust’s Private Bank. He has served as a senior investment counselor to high net worth individuals and organizations and as a client service team leader, whose duties included the management of a team of 17 investment and fiduciary managers and assistants.

Education:

Bachelor of Arts, Applied Mathematics/ Economics, Yale College, New Haven, CT.
MBA, Babcock Graduate School of Management, Wake Forest University, Winston-Salem, NC

Activities:

CFA Institute / Providence Society of Financial Analysts, Member. Financial Planning Association, Member.

VCard Icon

Tim’s VCard

 

LinkedIn Icon

Tim’s LinkedIn Profile

 

Twitter Icon

Follow Tim on Twitter

 

Phone Icon

Direct Phone Number: 401-751-3010