Roland W. Gillis
Analyst-Equity at Nichols Asset Management LLC
Profile
Mr. Roland W.
Gillis is Portfolio Manager & Analyst at Nichols Asset Management LLC.
Prior to joining Nichols Asset Management in 2005, Mr. Gillis was employed as a Managing Director by Putnam Investment Management LLC, an Analyst by Keystone Investments, Inc., Loomis, Sayles & Co. LP, and American Mutual Life Insurance Co.
Mr. Gillis received a BA from Northeastern University and an MBA from the Thunderbird School of Global Management-The Garvin School of International Business.
He is a Chartered Financial Analyst.
Roland W. Gillis active positions
Companies | Position | Start |
---|---|---|
Nichols Asset Management LLC
Nichols Asset Management LLC Investment ManagersFinance Nichols Asset Management LLC is an independent investment advisor headquartered in Sudbury, Massachusetts. The firm was founded by Charles Nichols in 1992 and offers investment management services to both institutions and individuals. | Analyst-Equity | 01/01/2005 |
Former positions of Roland W. Gillis
Companies | Position | End |
---|---|---|
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Portfolio Manager-Equities | - |
Keystone Investments, Inc. | Analyst-Equity | - |
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Corporate Officer/Principal | 31/12/1981 |
American Mutual Life Insurance Co. | Corporate Officer/Principal | - |
Training of Roland W. Gillis
Thunderbird School of Global Management | Masters Business Admin |
Northeastern University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Finance |
Keystone Investments, Inc. | Finance |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Finance |
Nichols Asset Management LLC
Nichols Asset Management LLC Investment ManagersFinance Nichols Asset Management LLC is an independent investment advisor headquartered in Sudbury, Massachusetts. The firm was founded by Charles Nichols in 1992 and offers investment management services to both institutions and individuals. | Finance |
American Mutual Life Insurance Co. | Finance |
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