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Storia della carriera di Charlie Smith
Precedenti posizioni note di Charlie Smith
Società | Posizione | Inizio | Fine |
---|---|---|---|
Fort Pitt Capital Group LLC
![]() Fort Pitt Capital Group LLC Investment ManagersFinance Fort Pitt Capital Group LLC (Fort Pitt) is a SEC-registered investment headquartered in Pittsburgh, Pennsylvania. The firm was formed by Michael Blehar, Ted Bovard and Charles Smith in 2015 as the predecessor to Fort Pitt Capital Group, Inc., which was founded in 1995. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Fort Pitt provides investment management services to individual and institutional clients on both a discretionary and nondiscretionary basis. | Direttore degli Investimenti | 01/10/2015 | 01/09/2021 |
Fondatore | 01/10/2015 | 01/07/2022 | |
Gestore di Portafoglio-Azioni | 01/10/2015 | 01/07/2022 | |
Fort Pitt Capital Group, Inc.
![]() Fort Pitt Capital Group, Inc. Investment ManagersFinance Founded in 1995, Fort Pitt Capital Group, Inc. is a registered investment located in Pittsburgh, Pennsylvania. The firm provides investment management services to individuals, including high net-worth individuals; investment companies (i.e., Fort Pitt Capital Total Return Fund); pension and profit sharing plans; corporations; charitable organizations; and sate or municipal government entities. | Direttore degli Investimenti | 01/08/1995 | 01/10/2015 |
Fondatore | 21/10/2010 | 01/10/2015 | |
Membro del Comitato di Investimento | 01/08/1995 | 01/10/2015 | |
Gestore di Portafoglio-Azioni | 01/08/1995 | 01/10/2015 | |
Bill Few Associates, Inc.
![]() Bill Few Associates, Inc. Investment ManagersFinance Bill Few Associates, Inc. (BFA) is a registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded in 1987 and is a wholly-owned subsidiary of Bill Few Financial Group, Inc. BFA provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. | Direttore degli Investimenti | 01/01/1992 | 31/12/1994 |
Muhlenkamp & Co., Inc.
![]() Muhlenkamp & Co., Inc. Investment ManagersFinance Muhlenkamp & Co., Inc. is an independent, SEC-registered investment advisor headquartered in Wexford, Pennsylvania. The firm was founded by Ronal Muhlenkamp in 1977. Muhlenkamp & Co. Offers investment management services and financial planning services to pension plans, profit-sharing plans, endowment funds, individual and high-net-worth individuals, trusts, corporate accounts, wrap fee accounts, and a no-load mutual fund. | Gestore di Portafoglio-Azioni | 01/02/1983 | 30/12/1991 |
Formazione di Charlie Smith
The Pennsylvania State University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 6 |
Posizioni
Chief Investment Officer | 3 |
Portfolio Manager-Equities | 3 |
Founder | 2 |
Settori
Finance | 5 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 4 |
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Fort Pitt Capital Group, Inc.
![]() Fort Pitt Capital Group, Inc. Investment ManagersFinance Founded in 1995, Fort Pitt Capital Group, Inc. is a registered investment located in Pittsburgh, Pennsylvania. The firm provides investment management services to individuals, including high net-worth individuals; investment companies (i.e., Fort Pitt Capital Total Return Fund); pension and profit sharing plans; corporations; charitable organizations; and sate or municipal government entities. | Finance |
Bill Few Associates, Inc.
![]() Bill Few Associates, Inc. Investment ManagersFinance Bill Few Associates, Inc. (BFA) is a registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded in 1987 and is a wholly-owned subsidiary of Bill Few Financial Group, Inc. BFA provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. | Finance |
Muhlenkamp & Co., Inc.
![]() Muhlenkamp & Co., Inc. Investment ManagersFinance Muhlenkamp & Co., Inc. is an independent, SEC-registered investment advisor headquartered in Wexford, Pennsylvania. The firm was founded by Ronal Muhlenkamp in 1977. Muhlenkamp & Co. Offers investment management services and financial planning services to pension plans, profit-sharing plans, endowment funds, individual and high-net-worth individuals, trusts, corporate accounts, wrap fee accounts, and a no-load mutual fund. | Finance |
Fort Pitt Capital Group LLC
![]() Fort Pitt Capital Group LLC Investment ManagersFinance Fort Pitt Capital Group LLC (Fort Pitt) is a SEC-registered investment headquartered in Pittsburgh, Pennsylvania. The firm was formed by Michael Blehar, Ted Bovard and Charles Smith in 2015 as the predecessor to Fort Pitt Capital Group, Inc., which was founded in 1995. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Fort Pitt provides investment management services to individual and institutional clients on both a discretionary and nondiscretionary basis. | Finance |
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