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Bank of Ann Arbor

125 S. Fifth Avenue
Ann Arbor, Michigan 48104
United States
 
Contact :      James T. Foran
Phone :       (734) 662-4910
Fax :             (734) 669-2482
Email :         jforan@boaa.com
Web :           http://www.bankofannarbor.com

Bank of Ann Arbor Information

Type of organization :
Total Assets Managed ($Mil) : $400
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1997
Wrap Programs Offered? : Yes
# of Accounts Managed : 350
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Bank of Ann Arbor History


Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

Bank of Ann Arbor Personnel

Mr.  James T. Foran

Client Contact
Tel : (734) 327-0025
Email: jforan@boaa.com
JAMES T. FORAN, Marketing Director - Mr.Foran is a graduate of New York University.Mr. Foran has twenty years of investment industry experience. Prior to joining Bank of Ann Arbor, he was the Director of Marketing for Cedar Capital Management and prior to that Cranbrook Capital Management and the Institutional Marketing Director at Beacon Investment Company. Previously, he was Executive Vice President and Chief Investment Officer of Mellon Real Estate Investment Management Corporation, which had over $800 million under management and was also a Vice President of Merrill Lynch, Hubbard.

Mr.  Stephen J. Seymour

Portfolio Manager
Tel : 734-327-4435
Email: sseymour@boaa.com
STEPHEN J. SEYMOUR CFA, is Vice President of Bank of Ann Arbor. - Mr. Seymour is an honors graduate of Michigan State University and Vanderbilt University, (MBA,Finance). Mr. Seymour is a Chartered Financial Analyst with seventeen years investment industry experience. Prior to joining Bank of Ann Arbor, he was with Cedar Capital Management and before that Cranbrook Capital Management, Beacon Investment Company, Woodbridge Capital Management and Manufacturers Bank, N.A. where he was responsible for management of over $800 million in institutional assets.

Bank of Ann Arbor Product Name

Global Total Return:Privately Managed Accounts
Large Cap Core Equity:Privately Managed Accounts
Report Created: September,26 2018.  Copyright Money Manager Review , All rights Reserved.
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