Bettina Walton
Gestore di Portafoglio-Azioni presso 1919 Investment Counsel LLC
Provenienza dei contatti di primo grado di Bettina Walton
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Scudder Stevens & Clark Inc
73
| Extinct | Investment Managers | 73 |
1919 Investment Counsel LLC
 1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed its name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients.
73
| Subsidiary | Investment Managers | 73 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Bettina Walton tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Pennsylvania | College/University | Corporate Officer/Principal Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Towson University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Villanova University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Graduate Degree | |
| Xavier University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
| New York University | College/University | Graduate Degree Masters Business Admin Masters Business Admin Graduate Degree | |
| The Johns Hopkins University | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities Analyst-Equity | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Fiduciary Trust Co.
 Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal President | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Brown Brothers Harriman & Co.
 Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Loyola University Maryland, Inc. | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Brown Brothers Harriman & Co. (Investment Management)
 Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Investment Managers | Analyst-Equity Analyst-Equity Portfolio Manager-Equities | |
| FLAHERTY & CRUMRINE PREFERRED INCOME FUND INC. | Investment Trusts/Mutual Funds | Chief Executive Officer President | |
| FLAHERTY & CRUMRINE DYNAMIC PREFERRED AND INCOME FUND INC. | Investment Trusts/Mutual Funds | Chief Executive Officer President | |
Fulton Breakefield Broenniman LLC
 Fulton Breakefield Broenniman LLC Investment ManagersFinance Fulton Breakefield Broenniman LLC, do-business-as FBB Capital Partners (FBB), is an independent registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1989. FBB provides customized wealth management solutions to a wide range of clients including affluent individuals, families, foundations, and endowments. | Investment Managers | Director of Research - Equity Portfolio Manager-Equities | |
| Georgia Institute of Technology | College/University | Doctorate Degree Graduate Degree | |
| FLAHERTY & CRUMRINE TOTAL RETURN FUND INC. | Investment Trusts/Mutual Funds | Chief Executive Officer President | |
| FLAHERTY & CRUMRINE PREFERRED SECURITIES INCOME FUND INC. | Investment Trusts/Mutual Funds | Chief Executive Officer President | |
| FLAHERTY & CRUMRINE PREFERRED INCOME OPPORTUNITY FUND INC. | Investment Trusts/Mutual Funds | Chief Executive Officer President | |
Cincinnati Art Museum
 Cincinnati Art Museum Other Consumer ServicesConsumer Services Cincinnati Art Museum offers art making, self-guided tours, and See Play Learn Kits. The museum is located at 953 Eden Park Drive in Cincinnati, OH. Free and accessible parking are available. The museum features a diverse, encyclopedic art collection of more than 67,000 works spanning 6,000 years. | Other Consumer Services | Treasurer Chairman | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
E.F. Hutton & Co., Inc.
 E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal | |
Constitution Research & Management, Inc.
 Constitution Research & Management, Inc. Investment ManagersFinance Constitution Research & Management, Inc. (CRM) is an independent asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1989 by Wallace Wadman. CRM provides investment advisory services to individuals, pensions and profit-sharing plans, trusts, estates, and charitable organizations, corporations or business entities, and religious and educational organizations. | Investment Managers | Chief Investment Officer Founder | |
| Fairleigh Dickinson University | College/University | Graduate Degree Graduate Degree | |
| Robert H. Smith School of Business | College/University | Masters Business Admin Undergraduate Degree | |
T. Rowe Price Associates, Inc. (Investment Management)
 T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Delaware | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Maryland | College/University | Masters Business Admin Undergraduate Degree | |
| Washington College | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Baltimore | College/University | Graduate Degree Graduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
Flaherty & Crumrine, Inc.
 Flaherty & Crumrine, Inc. Investment ManagersFinance Flaherty & Crumrine, Inc. is an independent, SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded by Robert Flaherty and Donald Crumrine in 1983. Flaherty & Crumrine offers investment supervisory services to corporations and other business entities, charitable organizations, closed-end funds, mutual funds and similar pooled investment vehicles and individuals. | Investment Managers | Founder Portfolio Manager-Fixed Income | |
Lazard Asset Management LLC
 Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard, Inc. (NYSE: LAZ). LAM manages investment portfolios and provides investment advice to institutional and individual investors around the world. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree Undergraduate Degree | |
| Boston College | College/University | Graduate Degree Masters Business Admin | |
| University of Wisconsin | College/University | Masters Business Admin Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 51 |
Settori
| Consumer Services | 29 |
| Finance | 18 |
| Miscellaneous | 6 |
Posizioni
| Corporate Officer/Principal | 157 |
| Portfolio Manager-Equities | 94 |
| Undergraduate Degree | 91 |
| Analyst-Equity | 73 |
| Director/Board Member | 70 |
Contatti più connessi
| Insiders | |
|---|---|
| Mark Casady | 35 |
| Frances Cashman | 21 |
| Richard Press | 20 |
| Jane Freeman | 15 |
| Harry O'Mealia | 14 |
| Bill Gadsden | 12 |
| Vere Warburton Gaynor | 11 |
| Donald Frasier Crumrine | 11 |
| Susan Watson | 10 |
| Robert Michael Ettinger | 10 |
| Kimberly Purvis | 10 |
| Jim O'Connor | 9 |
| Christopher S. Delpi | 9 |
| John Helfst | 9 |
| Howard Ward | 9 |
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