Brendan James Wagner
Analyst-Equity presso A. Montag & Associates, Inc.
Posizioni attive di Brendan James Wagner
Società | Posizione | Inizio | Fine |
---|---|---|---|
A. Montag & Associates, Inc.
A. Montag & Associates, Inc. Investment ManagersFinance A. Montag & Associates, Inc. (MONTAG) is an independent wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Louis Anthony (Tony) Montag in 1982. MONTAG provides portfolio management and general consulting services to individuals, families, trusts, estates, charitable organizations and foundations and other endowed institutions. | Analyst-Equity | 01/04/2017 | - |
Gestore di Portafoglio-Azioni | 01/04/2017 | - |
Storia della carriera di Brendan James Wagner
Precedenti posizioni note di Brendan James Wagner
Società | Posizione | Inizio | Fine |
---|---|---|---|
Gratus Capital LLC
Gratus Capital LLC Investment ManagersFinance Gratus Capital LLC is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Hank McLarty in 2006 as Gratus Capital Management LLC. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Gratus Capital provides investment management services on a discretionary and non-discretionary basis to individuals, families, high net worth individuals, retirement accounts, ERISA plans, charities, limited partnerships, and other businesses. They also serve as the investment manager of several private funds. | Analyst-Equity | 01/05/2016 | 01/04/2017 |
Trading-Equity | 01/05/2016 | 01/04/2017 | |
Spectrum Advisory Services, Inc.
Spectrum Advisory Services, Inc. Investment ManagersFinance Founded in 1991, Spectrum Advisory Services, Inc. (SAS) is an investment advisor located in Atlanta, Georgia. The firm is a subsidiary of Gratus Capital LLC and their ultimate parent is Focus Financial Partners LLC. The firm provides personalized confidential investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses. | Analyst-Equity | 01/06/2010 | 30/04/2016 |
Analista-Rendimento Fisso | 01/06/2010 | 30/04/2016 | |
Gestore di Portafoglio-Azioni | 01/06/2010 | 30/04/2016 | |
Trading-Fixed Income | 01/06/2010 | 30/04/2016 |
Formazione di Brendan James Wagner
Boston College | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 5 |
Posizioni
Analyst-Equity | 3 |
Portfolio Manager-Equities | 2 |
Analyst-Fixed Income | 1 |
Settori
Finance | 4 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 3 |
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A. Montag & Associates, Inc.
A. Montag & Associates, Inc. Investment ManagersFinance A. Montag & Associates, Inc. (MONTAG) is an independent wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Louis Anthony (Tony) Montag in 1982. MONTAG provides portfolio management and general consulting services to individuals, families, trusts, estates, charitable organizations and foundations and other endowed institutions. | Finance |
Spectrum Advisory Services, Inc.
Spectrum Advisory Services, Inc. Investment ManagersFinance Founded in 1991, Spectrum Advisory Services, Inc. (SAS) is an investment advisor located in Atlanta, Georgia. The firm is a subsidiary of Gratus Capital LLC and their ultimate parent is Focus Financial Partners LLC. The firm provides personalized confidential investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses. | Finance |
Gratus Capital LLC
Gratus Capital LLC Investment ManagersFinance Gratus Capital LLC is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Hank McLarty in 2006 as Gratus Capital Management LLC. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Gratus Capital provides investment management services on a discretionary and non-discretionary basis to individuals, families, high net worth individuals, retirement accounts, ERISA plans, charities, limited partnerships, and other businesses. They also serve as the investment manager of several private funds. | Finance |
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