Gren Anderson

Portfolio Manager-Equities at

Middleton & Co., Inc.

Finance

Consumer Services

Miscellaneous

Profile

Mr. Grenville Anderson is a Senior Portfolio Manager at Middleton & Co., Inc. With over 35 years of wealth management experience, he joined Middleton in 2021.
Prior to joining Middleton, He served as a Vice President and Investment Officer with Fiduciary Trust Company managing investment programs for high net worth individuals and families.
While at Fiduciary, he also served on the Board of Directors, the Investment Committee and as Director of Marketing.
Before joining Fiduciary, He was a Vice President in the Investment Division of Adams Harkness and Hill where he designed and managed the Enhanced Index Management program for clients of the firm.
He received his undergraduate degree from Harvard University.

Gren Anderson active positions

Companies	Position	Start
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.	Portfolio Manager-Equities	01/03/2021

All active positions of Gren Anderson

Former positions of Gren Anderson

Companies	Position	End
Fiduciary Trust Co. Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust employs a holistic investment strategy that optimizes client's return potential while keeping within the risk parameters that are comfortable for them. The firm’s portfolio managers invest across all asset classes, sectors and industries. They leverage the extensive global resources and capabilities of Franklin Templeton, including global macro-economic insights and deep analytics on thousands of companies.	Portfolio Manager-Equities	01/01/2021
Adams Harkness Asset Management, Inc. Adams Harkness Asset Management, Inc. Investment ManagersFinance Each portfolio managed by AH is structured to the client's specific needs, investment guidelines and cash flows. They specialize in enhanced cash management of fixed-income securities of short-to-intermediate duration.	Corporate Officer/Principal	31/12/1997
Cunningham Henderson & Papin, Inc. Cunningham Henderson & Papin, Inc. Investment Trusts/Mutual FundsMiscellaneous Investment management	Sales & Marketing	01/01/1991

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Linked companies

Private companies	5
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
Fiduciary Trust Co. Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust employs a holistic investment strategy that optimizes client's return potential while keeping within the risk parameters that are comfortable for them. The firm’s portfolio managers invest across all asset classes, sectors and industries. They leverage the extensive global resources and capabilities of Franklin Templeton, including global macro-economic insights and deep analytics on thousands of companies.	Finance
Harvard University Harvard University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Cunningham Henderson & Papin, Inc. Cunningham Henderson & Papin, Inc. Investment Trusts/Mutual FundsMiscellaneous Investment management	Miscellaneous
Adams Harkness Asset Management, Inc. Adams Harkness Asset Management, Inc. Investment ManagersFinance Each portfolio managed by AH is structured to the client's specific needs, investment guidelines and cash flows. They specialize in enhanced cash management of fixed-income securities of short-to-intermediate duration.	Finance