Profile
Mr. William Lavelle is Senior Vice President & Portfolio Manager at Boston Private Bank & Trust Co. His responsibilities include managing individual and institutional accounts, investment research and economic analysis.
In addition, he is a member of the Investment Policy Committee.
Prior to joining Boston Private Bank & Trust Co. in March 2011, Mr. Lavelle was employed as a Vice President, Portfolio Manager & Senior Equity Analyst by Rockland Trust Co. He has held previous positions with PNC New England and Boston Safe Deposit and Trust.
Mr. Lavelle received his BA in History from Lawrence University and a graduate degree in Classics from Trinity College Dublin.
He is a Chartered Financial Analyst.
Former positions of Bill Lavelle
| Companies | Position | End |
|---|---|---|
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. | Portfolio Manager-Equities | 27/02/2011 |
Boston Private Bank & Trust Co.
 Boston Private Bank & Trust Co. Regional BanksFinance Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA. | Analyst-Equity | - |
Training of Bill Lavelle
| Trinity College Dublin | Graduate Degree |
| Lawrence University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
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 |
Boston Private Bank & Trust Co.
Boston Private Bank & Trust Co. Regional BanksFinance Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA. | Finance |
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