David Killian
Amministratore Delegato presso Birch Run Investments LLC
Posizioni attive di David Killian
Società | Posizione | Inizio | Fine |
---|---|---|---|
Birch Run Investments LLC
Birch Run Investments LLC Investment ManagersFinance Birch Run Investments LLC provides investment advice. The private company is based in Marshfield, MA. | Amministratore Delegato | 01/09/2016 | - |
Direttore degli Investimenti | 01/09/2016 | - | |
Responsabile della Conformità | 01/09/2016 | - | |
Fondatore | 01/09/2016 | - | |
Presidente | 01/09/2016 | - |
Storia della carriera di David Killian
Precedenti posizioni note di David Killian
Società | Posizione | Inizio | Fine |
---|---|---|---|
BB&T Securities LLC
BB&T Securities LLC Investment ManagersFinance BB&T Securities LLC is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2013 as the result of a merger between Scott & Stringfellow LLC firm and Clearview Correspondent Services LLC. Effective upon the merger, Clearview changed its name to BB&T Securities LLC and began conducting business as BB&T Scott & Stringfellow and BB&T Capital Markets, both divisions of BB&T Securities LLC. They are a wholly-owned, non-bank subsidiary of Truist Financial Corp. (NYSE: TFC). BB&T Securities provides services to individuals, including high net-worth individuals; trusts, estates and charitable organizations; corporations or other business entities; Taft-Hartley plans, governmental plans, municipalities; not-for-profit entities; private equity firms (consulting only); and outside investment platform. | Gestore di Portafoglio-Azioni | 01/03/2016 | 01/12/2016 |
Valley Forge Asset Management LLC
Valley Forge Asset Management LLC Investment ManagersFinance Valley Forge Asset Management LLC is a registered investment advisor located in King of Prussia, Pennsylvania, Corp. The firm provides investment services to retirement funds, public funds, individuals, foundations, endowments and corporations. They are a subsidiary of Susquehanna Bancshares, Inc. (NASDAQ: SUSQ). | Gestore di Portafoglio-Azioni | 01/12/2011 | 01/03/2016 |
Sterling Asset Management LLC
Sterling Asset Management LLC Investment ManagersFinance Founded in 2007, Sterling Asset Management is a registered investment advisor located in King of Prussia, Pennsylvania. The firm was formerly known as Valley Forge Advisors LLC. Sterling Asset Management offers customized investment products and indexing solutions for institutional investors including foundations, endowments, public funds and Taft Hartley retirement plans. | Gestore di Portafoglio-Azioni | 24/08/2011 | 01/01/2012 |
Portfolio Manager-Fixed Income | 25/03/2010 | 24/08/2011 | |
StoneRidge Investment Partners LLC
StoneRidge Investment Partners LLC Investment ManagersFinance StoneRidge Investment Partners LLC (StoneRidge) is a SEC-registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded in 1999 by a team of equity investment professionals formerly with Meridien Investment Co., a division of First Union. Beltraith Capital LLC acquired majority ownership of the firm in 2009. StoneRidge manages institutional assets for public and corporate pension plans as well as Taft Hartley plans, unregistered pooled investment vehicles, corporations and other businesses, state and municipal government entities, insurance companies and foundation clients. | Analista-Rendimento Fisso | 01/10/1999 | 30/06/2009 |
Portfolio Manager-Fixed Income | 01/10/1999 | 30/06/2009 | |
First Union Corp. | Portfolio Manager-Fixed Income | 01/01/1993 | 30/12/1998 |
Meridian Investment Co. | Portfolio Manager-Fixed Income | - | 31/12/1992 |
Formazione di David Killian
Villanova University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 9 |
Posizioni
Portfolio Manager-Fixed Income | 4 |
Portfolio Manager-Equities | 3 |
Analyst-Fixed Income | 1 |
Settori
Finance | 8 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 7 |
---|---|
StoneRidge Investment Partners LLC
StoneRidge Investment Partners LLC Investment ManagersFinance StoneRidge Investment Partners LLC (StoneRidge) is a SEC-registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded in 1999 by a team of equity investment professionals formerly with Meridien Investment Co., a division of First Union. Beltraith Capital LLC acquired majority ownership of the firm in 2009. StoneRidge manages institutional assets for public and corporate pension plans as well as Taft Hartley plans, unregistered pooled investment vehicles, corporations and other businesses, state and municipal government entities, insurance companies and foundation clients. | Finance |
First Union Corp. | Finance |
Meridian Investment Co. | Finance |
Sterling Asset Management LLC
Sterling Asset Management LLC Investment ManagersFinance Founded in 2007, Sterling Asset Management is a registered investment advisor located in King of Prussia, Pennsylvania. The firm was formerly known as Valley Forge Advisors LLC. Sterling Asset Management offers customized investment products and indexing solutions for institutional investors including foundations, endowments, public funds and Taft Hartley retirement plans. | Finance |
Valley Forge Asset Management LLC
Valley Forge Asset Management LLC Investment ManagersFinance Valley Forge Asset Management LLC is a registered investment advisor located in King of Prussia, Pennsylvania, Corp. The firm provides investment services to retirement funds, public funds, individuals, foundations, endowments and corporations. They are a subsidiary of Susquehanna Bancshares, Inc. (NASDAQ: SUSQ). | Finance |
BB&T Securities LLC
BB&T Securities LLC Investment ManagersFinance BB&T Securities LLC is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2013 as the result of a merger between Scott & Stringfellow LLC firm and Clearview Correspondent Services LLC. Effective upon the merger, Clearview changed its name to BB&T Securities LLC and began conducting business as BB&T Scott & Stringfellow and BB&T Capital Markets, both divisions of BB&T Securities LLC. They are a wholly-owned, non-bank subsidiary of Truist Financial Corp. (NYSE: TFC). BB&T Securities provides services to individuals, including high net-worth individuals; trusts, estates and charitable organizations; corporations or other business entities; Taft-Hartley plans, governmental plans, municipalities; not-for-profit entities; private equity firms (consulting only); and outside investment platform. | Finance |
Birch Run Investments LLC
Birch Run Investments LLC Investment ManagersFinance Birch Run Investments LLC provides investment advice. The private company is based in Marshfield, MA. | Finance |
- Borsa valori
- Insiders
- David Killian
- Esperienza