Andy Wallerstein
Amministratore Delegato presso Avalon Trust Co.
Posizioni attive di Andy Wallerstein
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Avalon Trust Co.
 Avalon Trust Co. Investment ManagersFinance Avalon Trust Co. is an independent investment firm headquartered in Santa Fe, New Mexico. The firm was founded in 1998 and was acquired by Clearstead Advisors LLC in 2023. Avalon Trust provides investment management services to individuals and families, trusts, non-profits and foundations. | Analyst-Equity | - | - |
| Amministratore Delegato | - | - | |
| Membro del Comitato di Investimento | - | - | |
| Gestore di Portafoglio-Azioni | - | - |
Storia della carriera di Andy Wallerstein
Precedenti posizioni note di Andy Wallerstein
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Baldwin Brothers LLC
 Baldwin Brothers LLC Investment ManagersFinance Baldwin Brothers LLC is an independent, SEC-registered investment advisor headquartered in Marion, Massachusetts. The firm was founded by Michael Baldwin in 1974 as Baldwin Brothers, Inc. They provide investment supervisory services on both a discretionary and non-discretionary basis to individuals, high net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, business development companies, an investment adviser firm and a variety of business entities. | Gestore di Portafoglio-Azioni | - | 31/12/2007 |
The Rhode Island Foundation
 The Rhode Island Foundation Miscellaneous Commercial ServicesCommercial Services The Rhode Island Foundation operates as a community and philanthropic organization. The company was founded by Jesse H. Metcalf in 1916 and is headquartered in Providence, RI. | Corporate Officer/Principal | - | - |
| The Wolf School | Corporate Officer/Principal | - | - |
Formazione di Andy Wallerstein
| Brown University | Undergraduate Degree |
| University of California, Los Angeles | Masters Business Admin |
Statistiche
Distribuzione geografica
| Stati Uniti | 7 |
Posizioni
| Corporate Officer/Principal | 2 |
| Portfolio Manager-Equities | 2 |
| Analyst-Equity | 1 |
Settori
| Finance | 3 |
| Consumer Services | 3 |
| Commercial Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 4 |
|---|---|
Baldwin Brothers LLC
Baldwin Brothers LLC Investment ManagersFinance Baldwin Brothers LLC is an independent, SEC-registered investment advisor headquartered in Marion, Massachusetts. The firm was founded by Michael Baldwin in 1974 as Baldwin Brothers, Inc. They provide investment supervisory services on both a discretionary and non-discretionary basis to individuals, high net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, business development companies, an investment adviser firm and a variety of business entities. | Finance |
Avalon Trust Co.
Avalon Trust Co. Investment ManagersFinance Avalon Trust Co. is an independent investment firm headquartered in Santa Fe, New Mexico. The firm was founded in 1998 and was acquired by Clearstead Advisors LLC in 2023. Avalon Trust provides investment management services to individuals and families, trusts, non-profits and foundations. | Finance |
| The Wolf School | |
The Rhode Island Foundation
The Rhode Island Foundation Miscellaneous Commercial ServicesCommercial Services The Rhode Island Foundation operates as a community and philanthropic organization. The company was founded by Jesse H. Metcalf in 1916 and is headquartered in Providence, RI. | Commercial Services |
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