Morgan C. Mohrman
Profile
Mr. Morgan C.
Mohrman is Vice President at Eastern Investment Advisors.
Prior to joining Eastern, he worked as a Financial Consultant at Rockland Trust in the Investment Management Group.
He started his career in 1984 as a Regional Manager with MFS Financial Services and was Senior Vice President and Director of Marketing for Eaton Vance Distributors in Boston for many years.
Mr. Mohrman attended Hobart College and earned his Bachelor of Arts degree from the University of Massachusetts.
Former positions of Morgan C. Mohrman
| Companies | Position | End |
|---|---|---|
Eastern Bank (Investment Management)
 Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank (Investment Management) (Eastern Bank-IM) is the investment management division of Eastern Bank, a full-service commercial bank headquartered in Boston, Massachusetts. Formerly known as Eastern Investment Advisors, Inc., the firm was founded in 1818 and is a subsidiary of Eastern Bankshares, Inc. (NASDAQ: EBC). Eastern Bank-PB provides individual and institutional clients with financial planning, portfolio management and fiduciary services. | Portfolio Manager-Equities | 31/01/2014 |
Eaton Vance Distributors, Inc.
 Eaton Vance Distributors, Inc. Investment Banks/BrokersFinance Founded in 1994, Eaton Vance Distributors, Inc. is a broker/dealer located in Boston. The firm is a subsidiary of Eaton Vance Corp. (NYSE: EV). | Corporate Officer/Principal | - |
Rockland Trust Co.
 Rockland Trust Co. Investment ManagersFinance Rockland Trust Co. is an investment management firm headquartered in Rockland, Massachusetts. The firm was founded in 1907 and is owned by Independent Bank Corp. (Massachusetts) (NASDAQ: INDB). Rockland Trust offers a wide range of investment services to businesses and individuals. | Corporate Officer/Principal | - |
Training of Morgan C. Mohrman
| University of Massachusetts | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 3 |
|---|---|
Eastern Bank (Investment Management)
Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank (Investment Management) (Eastern Bank-IM) is the investment management division of Eastern Bank, a full-service commercial bank headquartered in Boston, Massachusetts. Formerly known as Eastern Investment Advisors, Inc., the firm was founded in 1818 and is a subsidiary of Eastern Bankshares, Inc. (NASDAQ: EBC). Eastern Bank-PB provides individual and institutional clients with financial planning, portfolio management and fiduciary services. | Finance |
Rockland Trust Co.
Rockland Trust Co. Investment ManagersFinance Rockland Trust Co. is an investment management firm headquartered in Rockland, Massachusetts. The firm was founded in 1907 and is owned by Independent Bank Corp. (Massachusetts) (NASDAQ: INDB). Rockland Trust offers a wide range of investment services to businesses and individuals. | Finance |
Eaton Vance Distributors, Inc.
Eaton Vance Distributors, Inc. Investment Banks/BrokersFinance Founded in 1994, Eaton Vance Distributors, Inc. is a broker/dealer located in Boston. The firm is a subsidiary of Eaton Vance Corp. (NYSE: EV). | Finance |
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