Avery M. Coleman
Analyst-Equity presso Cornerstone Advisors Asset Management LLC
Posizioni attive di Avery M. Coleman
Società | Posizione | Inizio | Fine |
---|---|---|---|
Cornerstone Advisors Asset Management LLC
Cornerstone Advisors Asset Management LLC Investment ManagersFinance Cornerstone Advisors Asset Management LLC (CAAM) is a SEC-registered investment advisor headquartered in Bethlehem, Pennsylvania. The firm was founded by Thomas Scalici and Malcolm Cowen II in 1998. They are a wholly-owned subsidiary of Cornerstone Benefits, Inc., which in turn wholly-owned by CAAM’s employees through an Employee Stock Ownership Plan (ESOP) trust called the Cornerstone Benefits, Inc. Employee Stock Ownership Trust. CAAM provides investment advisory services for institutional clients such as defined benefit and defined contribution plans, foundations and endowments, corporations, not-for-profit organizations and public funds, and individual clients including natural persons, families, personal trusts, family partnerships and limited liability companies. | Analyst-Equity | 01/06/2021 | - |
Membro del Comitato di Investimento | 01/06/2021 | - | |
Gestore di Portafoglio-Azioni | 01/06/2021 | - |
Storia della carriera di Avery M. Coleman
Formazione di Avery M. Coleman
Shippensburg University of Pennsylvania | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 3 |
Posizioni
Analyst-Equity | 1 |
Investment Committee Member | 1 |
Portfolio Manager-Equities | 1 |
Settori
Finance | 2 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 1 |
---|---|
Cornerstone Advisors Asset Management LLC
Cornerstone Advisors Asset Management LLC Investment ManagersFinance Cornerstone Advisors Asset Management LLC (CAAM) is a SEC-registered investment advisor headquartered in Bethlehem, Pennsylvania. The firm was founded by Thomas Scalici and Malcolm Cowen II in 1998. They are a wholly-owned subsidiary of Cornerstone Benefits, Inc., which in turn wholly-owned by CAAM’s employees through an Employee Stock Ownership Plan (ESOP) trust called the Cornerstone Benefits, Inc. Employee Stock Ownership Trust. CAAM provides investment advisory services for institutional clients such as defined benefit and defined contribution plans, foundations and endowments, corporations, not-for-profit organizations and public funds, and individual clients including natural persons, families, personal trusts, family partnerships and limited liability companies. | Finance |
- Borsa valori
- Insiders
- Avery M. Coleman
- Esperienza