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Storia della carriera di Don Wilson
Precedenti posizioni note di Don Wilson
Società | Posizione | Inizio | Fine |
---|---|---|---|
Brightworth LLC
![]() Brightworth LLC Investment ManagersFinance Brightworth LLC is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 1997 by Dave Polstra, Chris Dardaman, Alan Gotthardt, and Ray Padrón. They are a subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSE: CIX) in Canada. Brightworth provides investment management services and wealth counsel to high net-worth individuals, families, trusts, estates, charitable organizations, small business owners, pension plans and profit-sharing plans. | Analyst-Equity | 01/06/1998 | 01/03/2023 |
Direttore degli Investimenti | 01/01/2014 | 01/03/2023 | |
Membro del Comitato di Investimento | 01/01/2014 | 01/03/2023 | |
Gestore di Portafoglio-Azioni | 01/06/2001 | 01/03/2023 | |
Responsabile della banca privata | 01/01/2014 | 01/03/2023 |
Formazione di Don Wilson
Georgia Institute of Technology | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 3 |
Posizioni
Analyst-Equity | 1 |
Chief Investment Officer | 1 |
Investment Committee Member | 1 |
Settori
Finance | 2 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 1 |
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Brightworth LLC
![]() Brightworth LLC Investment ManagersFinance Brightworth LLC is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 1997 by Dave Polstra, Chris Dardaman, Alan Gotthardt, and Ray Padrón. They are a subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSE: CIX) in Canada. Brightworth provides investment management services and wealth counsel to high net-worth individuals, families, trusts, estates, charitable organizations, small business owners, pension plans and profit-sharing plans. | Finance |
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