Bruce R. Wall

Nessuna posizione attualmente

Finance

Consumer Services

Profilo

Mr. Wall joined Convergent Wealth Advisors in August 2008.
Previously, he was with Citigroup Institutional Consulting since 1993.
He received the Association of Professional Investment Consultants' award for excellence in the field of Investment Analysis in 2006 and also served on the Association's Research Committee.
Mr. Wall earned the Accredited Investment Fiduciary (AIF) professional designation, awarded by the Center for Fiduciary Studies.
He received his Bachelor of Arts degree in Economics from the University of Virginia.
Mr. Wall enjoys competitive cycling and sailing and spending time with his family.

Precedenti posizioni note di Bruce R. Wall

Società	Posizione	Fine
Convergent Wealth Advisors LLC Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors.	Analyst-Equity	22/09/2010

Vedi nel dettaglio l'esperienza di Bruce R. Wall

Formazione di Bruce R. Wall

University of Virginia

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private