Caroline Benjamin Email & Phone Number
SVP and Senior Portfolio Manager @ Cambridge Trust Company
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Caroline Benjamin Location
- Boston, MA, US
Caroline Benjamin Work
- 2020 -now SVP and Senior Portfolio Manager @
- 2014 -2020 SVP and Senior Investment Officer @
- 2011 -2014 Senior Portfolio Manager @ Sageworth Trust Co. / Multi-Family Office
- 2005 -2011 VP and Senior Portfolio Manager @
- 1998 -2004 SVP and Partner and Portfolio Manager @ Eaton Vance / Fox Asset Management
- 1986 -1998 VP and Portfolio Manager and Equity Analyst @
Caroline Benjamin Education
- Pace University - Lubin School of Business
MBA (Finance)
Caroline Benjamin Skills
- Bloomberg
- Investment Management
- Financial Analysis
- Capital Markets
- Alternative Investments
- Securities
- Asset Allocation
- Separately Managed Accounts
- Asset Management
- Fixed Income
- Investments
- Mutual Funds
- Equity Research
- Finance
- Portfolio Management
- Investment Advisory
- Estate Planning
- Equities
- Financial Modeling
- Asset Managment
- Investment Strategies
- Corporate Finance
- Forecasting
- Wealth Management
- Financial Advisory
- Hedge Funds
- Wealth Management Services
- Bonds
- Strategy
- Microsoft Excel
- Net
- Microsoft Office
- Analysis
- Institutional
- Income
- Equity
- Tax
Caroline Benjamin Summary
- Caroline Benjamin, based in Boston, MA, US, is currently a SVP and Senior Portfolio Manager at Cambridge Trust Company. Caroline Benjamin brings experience from previous roles at Bryn Mawr Trust, Sageworth Trust Co. / Multi-Family Office, Peoples United Bank and Eaton Vance / Fox Asset Management. Caroline Benjamin holds a MBA in Finance @ Pace University - Lubin School of Business. With a robust skill set that includes Bloomberg, Investment Management, Financial Analysis, Capital Markets, Alternative Investments and more. Caroline Benjamin has 1 mobile phone numbers on RocketReach.
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