Beverly Troxler O'Grady

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Finance

Consumer Services

Miscellaneous

Profilo

Ms. Beverly T.
O'Grady is Portfolio Manager & Investment Analyst at Wilkinson O'Grady & Co., Inc. Prior to joining Wilkinson O'Grady & Co., Ms. O'Grady was employed at Swiss Helvetia Fund, Inc. She also served on the board at The Charles Schwab Corp.
Ms. O'Grady received a BA from St. Mary's College-Notre Dame and an MA from Columbia University.
She is also a CFA Charterholder.

Precedenti posizioni note di Beverly Troxler O'Grady

Società	Posizione	Fine
CHARLES SCHWAB	Direttore/Membro del Consiglio	31/12/1993
THE SWISS HELVETIA FUND INC.	Fondatore	-
Fiera Capital, Inc. Fiera Capital, Inc. Investment ManagersFinance Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations.	Analyst-Equity	-

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Formazione di Beverly Troxler O'Grady

The Trustees of Columbia University in The City of New York	Graduate Degree
St. Mary's College (Indiana)	Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

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Uomo

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Società collegate

Società quotate in Borsa	1
CHARLES SCHWAB	Finance

Aziende private	2
Fiera Capital, Inc. Fiera Capital, Inc. Investment ManagersFinance Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations.	Finance
The Swiss Helvetia Fund, Inc. The Swiss Helvetia Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous The Swiss Helvetia Fund, Inc. operates as a non-diversified, closed end investment fund. It intends to seek long-term capital appreciation through investment in equity and equity-linked securities of Swiss companies and it also intends to acquire and hold equity and equity-linked securities of non-Swiss companies in limited instances. The company was founded on October 24, 1986 and is headquartered in Milwaukee, WI.	Miscellaneous