Bob Willen
Gestore di Portafoglio-Azioni presso WBH Advisory, Inc.
Posizioni attive di Bob Willen
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
WBH Advisory, Inc.
 WBH Advisory, Inc. Investment ManagersFinance WBH Advisory, Inc. is an independent registered investment advisory firm headquartered in Baltimore, Maryland. The firm was founded in 1986 as Wagner Bowman Management Corp. and changed its name in 2017 when ownership was transferred from founder Daniel E. Wagner to long-time investment professional and chief compliance officer Marc J. Hertzberg. WBH Advisory provides investment advice to individuals, trusts, retirement plans, non-profit and charitable organizations, corporations, partnerships, and LLCs. | Gestore di Portafoglio-Azioni | 01/01/2000 | - |
Storia della carriera di Bob Willen
Precedenti posizioni note di Bob Willen
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Wagner Capital Management Corp.
 Wagner Capital Management Corp. Investment ManagersFinance Wagner Capital Management Corp. is a registered investment advisor that specializes in investment, tax, retirement and estate planning. The firm is located in Baltimore. | Gestore di Portafoglio-Azioni | - | 31/12/2008 |
| Portfolio Manager-Fixed Income | - | 31/12/2008 |
Formazione di Bob Willen
| Robert H. Smith School of Business | Masters Business Admin |
| Tufts University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 5 |
Posizioni
| Portfolio Manager-Equities | 2 |
| Portfolio Manager-Fixed Income | 1 |
| Masters Business Admin | 1 |
Settori
| Finance | 3 |
| Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 2 |
|---|---|
WBH Advisory, Inc.
WBH Advisory, Inc. Investment ManagersFinance WBH Advisory, Inc. is an independent registered investment advisory firm headquartered in Baltimore, Maryland. The firm was founded in 1986 as Wagner Bowman Management Corp. and changed its name in 2017 when ownership was transferred from founder Daniel E. Wagner to long-time investment professional and chief compliance officer Marc J. Hertzberg. WBH Advisory provides investment advice to individuals, trusts, retirement plans, non-profit and charitable organizations, corporations, partnerships, and LLCs. | Finance |
Wagner Capital Management Corp.
Wagner Capital Management Corp. Investment ManagersFinance Wagner Capital Management Corp. is a registered investment advisor that specializes in investment, tax, retirement and estate planning. The firm is located in Baltimore. | Finance |
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