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David Warren Wiley
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Profilo
Mr. David W.
Wiley, III, is a President at Wiley Bros.-Aintree Capital LLC.
Mr. Wiley has served as Chairman of the Securities Industry and Financial Markets Associations’ (SIFMA) National Small Firms Committee, Chairman and Vice Chairman of the FINRA District 5 Committee, as a member of the FINRA consultative committee, as a member of the SIFMA Board of Directors, and as a member of the FINRA Small Firms Advisory Board
He has a Bachelor of Science degree in Business Administration from the University of North Carolina, holds the Certified Financial Planner designation, and has completed the Securities Industry Program at the Wharton School of Finance of the University of Pennsylvania.
Precedenti posizioni note di David Warren Wiley
Società | Posizione | Fine |
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&Partners LLC
![]() &Partners LLC Investment ManagersFinance &Partners LLC, dba Ampersand Partners (AP), is a SEC-registered investment advisor headquartered in Nashville, Tennessee. The firm was founded as Wiley Bros.-Aintree Capital LLC in 1945 by David W. Wiley, Sr. and James K. Wiley to conduct a general securities business. The Aintree Capital Division was added to provide investors with more individualized service. They are a wholly owned subsidiary of Ampersand Partners LLC. AP offers portfolio management and investment advice to individual and institutional clients. | Presidente | - |
Formazione di David Warren Wiley
University of North Carolina System | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 1 |
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&Partners LLC
![]() &Partners LLC Investment ManagersFinance &Partners LLC, dba Ampersand Partners (AP), is a SEC-registered investment advisor headquartered in Nashville, Tennessee. The firm was founded as Wiley Bros.-Aintree Capital LLC in 1945 by David W. Wiley, Sr. and James K. Wiley to conduct a general securities business. The Aintree Capital Division was added to provide investors with more individualized service. They are a wholly owned subsidiary of Ampersand Partners LLC. AP offers portfolio management and investment advice to individual and institutional clients. | Finance |
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