Profilo
Mr. Carter V.
Whisnand is a Managing Director & Portfolio Manager at Silvercrest Asset Management Group LLC.
Prior to Silvercrest, Mr. Whisnand managed client relationships and portfolios in the Private Client Groups of Morgan Stanley and Banc of America Securities.
Previously, Mr. Whisnand was a Senior Marketing Manager in San Francisco.
He holds a B.A. in Economics from the University of Virginia and an MBA from The Darden School at the University of Virginia.
Mr. Whisnand currently serves on the National Advisory Board for the Jefferson Scholars Foundation at the University of Virginia and the St. Catherine’s School Foundation Board.
Posizioni attive di Carter V. Whisnand
| Società | Posizione | Inizio |
|---|---|---|
Silvercrest Asset Management Group LLC
Silvercrest Asset Management Group LLC Investment ManagersFinance Silvercrest employs a disciplined, value-oriented security selection methodology in their stock picking and an actively managed, bottom-up investment strategy. The firm’s investment capabilities include equity management, fixed-income management, outsourced investments and alternative investments. | Gestore di Portafoglio-Azioni | 01/01/2003 |
Precedenti posizioni note di Carter V. Whisnand
| Società | Posizione | Fine |
|---|---|---|
Banc of America Securities LLC
Banc of America Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Gestore di Portafoglio-Azioni | - |
Formazione di Carter V. Whisnand
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 5 |
|---|---|
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Finance |
University of Virginia
University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Banc of America Securities LLC
Banc of America Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Silvercrest Asset Management Group LLC
Silvercrest Asset Management Group LLC Investment ManagersFinance Silvercrest employs a disciplined, value-oriented security selection methodology in their stock picking and an actively managed, bottom-up investment strategy. The firm’s investment capabilities include equity management, fixed-income management, outsourced investments and alternative investments. | Finance |
University of Virginia Darden School of Business
University of Virginia Darden School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















