David Alfred Baratta
Direttore degli Investimenti presso Waypoint Capital Advisors LLC
Posizioni attive di David Alfred Baratta
Società | Posizione | Inizio | Fine |
---|---|---|---|
Waypoint Capital Advisors LLC
Waypoint Capital Advisors LLC Investment ManagersFinance Waypoint Capital Advisors LLC (WCA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Minneapolis, Minnesota. The firm was formerly known as Sebago Capital LLC and changed their name to Waypoint Capital Advisors in 2015. WCA provides wealth management and investment advisory services to affluent individuals and families and their related entities that may include trusts, estates, charitable organizations and corporations. | Direttore degli Investimenti | 01/02/2005 | - |
Responsabile della Conformità | 01/02/2005 | - | |
Gestore di Portafoglio-Azioni | 01/02/2005 | - |
Storia della carriera di David Alfred Baratta
Precedenti posizioni note di David Alfred Baratta
Società | Posizione | Inizio | Fine |
---|---|---|---|
Wall Street Associates LLC
Wall Street Associates LLC Investment ManagersFinance Founded in 1987, Wall Street Associates LLC is a registered investment advisor located in La Jolla, California. The firm is a subsidiary of Wall Street Associates II LLC. They manage growth portfolios primarily invested in domestic equity securities for institutional investors and private clients. WSA provides fully discretionary and model equity investment advisory services for a variety of clients. In addition, the firm serves as sub-advisor for accounts that are co-managed by other non-affiliated investment advisers. WSA also serves as a sub-advisor to open-ended mutual funds sponsored by unrelated NYSE member firms. | Gestore di Portafoglio-Azioni | 01/01/1999 | 31/12/2006 |
Corporate Officer/Principal | 01/01/1999 | 31/12/2006 | |
Morgan Grenfell, Inc. | Corporate Officer/Principal | 01/06/1999 | 01/06/1999 |
Formazione di David Alfred Baratta
Fordham University | Masters Business Admin |
University of Southern Maine | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 6 |
Posizioni
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 2 |
Chief Investment Officer | 1 |
Settori
Finance | 3 |
Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 3 |
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Wall Street Associates LLC
Wall Street Associates LLC Investment ManagersFinance Founded in 1987, Wall Street Associates LLC is a registered investment advisor located in La Jolla, California. The firm is a subsidiary of Wall Street Associates II LLC. They manage growth portfolios primarily invested in domestic equity securities for institutional investors and private clients. WSA provides fully discretionary and model equity investment advisory services for a variety of clients. In addition, the firm serves as sub-advisor for accounts that are co-managed by other non-affiliated investment advisers. WSA also serves as a sub-advisor to open-ended mutual funds sponsored by unrelated NYSE member firms. | Finance |
Morgan Grenfell, Inc. | |
Waypoint Capital Advisors LLC
Waypoint Capital Advisors LLC Investment ManagersFinance Waypoint Capital Advisors LLC (WCA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Minneapolis, Minnesota. The firm was formerly known as Sebago Capital LLC and changed their name to Waypoint Capital Advisors in 2015. WCA provides wealth management and investment advisory services to affluent individuals and families and their related entities that may include trusts, estates, charitable organizations and corporations. | Finance |
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