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Storia della carriera di Fred Wetzel
Precedenti posizioni note di Fred Wetzel
Società | Posizione | Inizio | Fine |
---|---|---|---|
Cornerstone Investment Partners LLC
![]() Cornerstone Investment Partners LLC Investment ManagersFinance Cornerstone Investment Partners LLC (Cornerstone) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 2001 and is wholly-owned by CIM Holdings LLC. Cornerstone provides portfolio management services to pension and profit-sharing plans, corporations, state or municipal government entities, other pooled investment vehicles, Registered Investment Companies, trusts, estates, individuals and charitable organizations. | Analyst-Equity | 01/03/2002 | 12/12/2016 |
Gestore di Portafoglio-Azioni | 01/03/2002 | 12/12/2016 | |
Montag & Caldwell, Inc.
![]() Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | Analyst-Equity | 01/01/1968 | 31/12/1982 |
Invesco Capital Management, Inc. | Corporate Officer/Principal | - | - |
Southern National Bank
![]() Southern National Bank Major BanksFinance Southern National Bank is an American commercial banking company. Southern National Bank was acquired by Fourth Financial Corp. on August 14, 1992 for $7 million. | Corporate Officer/Principal | 01/01/1967 | - |
Formazione di Fred Wetzel
The College of New Jersey | Undergraduate Degree |
Georgia State University | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 7 |
Posizioni
Analyst-Equity | 2 |
Corporate Officer/Principal | 2 |
Portfolio Manager-Equities | 1 |
Settori
Finance | 4 |
Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 4 |
---|---|
Cornerstone Investment Partners LLC
![]() Cornerstone Investment Partners LLC Investment ManagersFinance Cornerstone Investment Partners LLC (Cornerstone) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 2001 and is wholly-owned by CIM Holdings LLC. Cornerstone provides portfolio management services to pension and profit-sharing plans, corporations, state or municipal government entities, other pooled investment vehicles, Registered Investment Companies, trusts, estates, individuals and charitable organizations. | Finance |
Montag & Caldwell, Inc.
![]() Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | Finance |
Southern National Bank
![]() Southern National Bank Major BanksFinance Southern National Bank is an American commercial banking company. Southern National Bank was acquired by Fourth Financial Corp. on August 14, 1992 for $7 million. | Finance |
Invesco Capital Management, Inc. |
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