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David Sewall Waddell
Amministratore Delegato presso Waddell & Associates LLC
Posizioni attive di David Sewall Waddell
Società | Posizione | Inizio | Fine |
---|---|---|---|
Greater Memphis Chamber
![]() Greater Memphis Chamber Miscellaneous Commercial ServicesCommercial Services The Greater Memphis Chamber is a Chamber of Commerce based in Memphis, TN. | Direttore/Membro del Consiglio | 01/01/2015 | - |
Waddell & Associates LLC
![]() Waddell & Associates LLC Investment ManagersFinance Waddell & Associates LLC (W&A) is a SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 2016 and succeeded to the advisory business of its predecessor Waddell & Associates, Inc. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). W&A provides financial planning, investment management, and communications services to entrepreneurs, high-net-worth individuals, families, trusts, foundations, pension plans, and institutions. | Amministratore Delegato | 01/04/2016 | - |
Direttore degli Investimenti | 01/04/2016 | - | |
Presidente | 01/04/2016 | - | |
Stratega di mercato | 01/04/2016 | - |
Storia della carriera di David Sewall Waddell
Precedenti posizioni note di David Sewall Waddell
Società | Posizione | Inizio | Fine |
---|---|---|---|
AMWJR, Inc.
![]() AMWJR, Inc. Investment ManagersFinance Founded in 1986, Waddell & Associates, Inc. is a registered investment advisor located in Memphis, Tennessee. The firm provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments and other US corporations. | Amministratore Delegato | 01/08/2000 | 01/04/2016 |
Presidente | 01/08/2000 | 01/04/2016 | |
Stratega di mercato | 01/08/2000 | 01/04/2016 | |
Charles Schwab & Co., Inc.
![]() Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - | - |
Formazione di David Sewall Waddell
Sewanee-The University of the South | Undergraduate Degree |
Babson College | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 7 |
Posizioni
Chief Executive Officer | 2 |
President | 2 |
Market Strategist | 2 |
Settori
Finance | 4 |
Consumer Services | 3 |
Commercial Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 4 |
---|---|
AMWJR, Inc.
![]() AMWJR, Inc. Investment ManagersFinance Founded in 1986, Waddell & Associates, Inc. is a registered investment advisor located in Memphis, Tennessee. The firm provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments and other US corporations. | Finance |
Charles Schwab & Co., Inc.
![]() Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
Greater Memphis Chamber
![]() Greater Memphis Chamber Miscellaneous Commercial ServicesCommercial Services The Greater Memphis Chamber is a Chamber of Commerce based in Memphis, TN. | Commercial Services |
Waddell & Associates LLC
![]() Waddell & Associates LLC Investment ManagersFinance Waddell & Associates LLC (W&A) is a SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 2016 and succeeded to the advisory business of its predecessor Waddell & Associates, Inc. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). W&A provides financial planning, investment management, and communications services to entrepreneurs, high-net-worth individuals, families, trusts, foundations, pension plans, and institutions. | Finance |
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