Storia della carriera di Bob J. Whitehead
Precedenti posizioni note di Bob J. Whitehead
Società | Posizione | Inizio | Fine |
---|---|---|---|
Wells Fargo Family Wealth
Wells Fargo Family Wealth Investment ManagersFinance Wells Fargo Family Wealth, formerly Calibre Advisory Services, is a registered investment advisor headquartered in Charlotte, North Carolina. The firm is a subsidiary of Wachovia Corp. (NYSE: WB) and their ultimate parent is Wells Fargo & Co. (NYSE: WFC). Wells Fargo Family Wealth provides investment management primarily to ultra-high net-worth individuals and families | Gestore di Portafoglio-Azioni | 01/01/2001 | 07/08/2013 |
Tanager Financial Services, Inc. | Direttore degli Investimenti | - | 31/10/2004 |
Standish Mellon Asset Management Co. LLC
Standish Mellon Asset Management Co. LLC Investment ManagersFinance Standish Mellon Asset Management Co. LLC is a registered investment advisor located in Boston, Massachusetts. The firm traces its roots to 1933, when its predecessor firm, Standish, Ayer & Wood, Inc., began managing fixed income portfolios for US financial institutions, banks and insurance companies. Standish is a subsidiary of BNY Mellon Asset Management North America Corp., which is wholly-owned by The Bank of New York Mellon Corp. (NYSE: BK). Standish provides both discretionary and non-discretionary investment advisory services to institutional, retail, individual and high net-worth investors in the form of separate accounts, registered mutual funds, and pooled investment vehicles, and to other investment advisors through sub-advisory agreements. | Corporate Officer/Principal | - | - |
Formazione di Bob J. Whitehead
Wheaton College (Illinois) | Undergraduate Degree |
Harvard University | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 6 |
Posizioni
Portfolio Manager-Equities | 1 |
Chief Investment Officer | 1 |
Corporate Officer/Principal | 1 |
Settori
Finance | 4 |
Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 3 |
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Wells Fargo Family Wealth
Wells Fargo Family Wealth Investment ManagersFinance Wells Fargo Family Wealth, formerly Calibre Advisory Services, is a registered investment advisor headquartered in Charlotte, North Carolina. The firm is a subsidiary of Wachovia Corp. (NYSE: WB) and their ultimate parent is Wells Fargo & Co. (NYSE: WFC). Wells Fargo Family Wealth provides investment management primarily to ultra-high net-worth individuals and families | Finance |
Tanager Financial Services, Inc. | Finance |
Standish Mellon Asset Management Co. LLC
Standish Mellon Asset Management Co. LLC Investment ManagersFinance Standish Mellon Asset Management Co. LLC is a registered investment advisor located in Boston, Massachusetts. The firm traces its roots to 1933, when its predecessor firm, Standish, Ayer & Wood, Inc., began managing fixed income portfolios for US financial institutions, banks and insurance companies. Standish is a subsidiary of BNY Mellon Asset Management North America Corp., which is wholly-owned by The Bank of New York Mellon Corp. (NYSE: BK). Standish provides both discretionary and non-discretionary investment advisory services to institutional, retail, individual and high net-worth investors in the form of separate accounts, registered mutual funds, and pooled investment vehicles, and to other investment advisors through sub-advisory agreements. | Finance |
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