Profile
Mr. Brian T.
Eddy is Trust Investment Officer at Cape Ann Savings Bank.
Mr. Eddy received his Bachelor of Science degree in 1999 from Gordon College, and launched his career in financial services at CDC Ixis Asset Management as an investor representative.
From there he spent five years at U.S.
Trust Company working in a private asset management team, managing approximately $600M in private client funds.
In 2007, he received an MBA in finance from Boston University and is currently a CFA Level III candidate.
Former positions of Brian T. Eddy
| Companies | Position | End |
|---|---|---|
Cape Ann Savings Bank
 Cape Ann Savings Bank Investment ManagersFinance Cape Ann Savings Bank (CASB) is an independent mutual savings bank headquartered in Gloucester, Massachusetts. Founded in 1846, CASB manages trusts, estates and individual equity portfolios. | Chief Investment Officer | 2014-04-30 |
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Corporate Officer/Principal | - |
| CDC IXIS Asset Management Services, Inc. | Corporate Officer/Principal | - |
Training of Brian T. Eddy
| Gordon College | Undergraduate Degree |
| Boston University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Cape Ann Savings Bank
Cape Ann Savings Bank Investment ManagersFinance Cape Ann Savings Bank (CASB) is an independent mutual savings bank headquartered in Gloucester, Massachusetts. Founded in 1846, CASB manages trusts, estates and individual equity portfolios. | Finance |
| CDC IXIS Asset Management Services, Inc. | |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
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