Profilo
Gregory Scott Sommer worked as a Portfolio Manager at The Bank of New York Mellon Corp.
(Wealth Management), a Principal at William O'Neil + Co., Inc., and a Principal at Atherton Lane Advisers LLC.
He also worked as an Equity Research Analyst at Wells Fargo Bank, NA (Private Banking) from 2016 to 2020.
Sommer received his undergraduate degree from the University of Oregon in 2006.
Precedenti posizioni note di Gregory Scott Sommer
Società | Posizione | Fine |
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Wells Fargo Bank, NA (Private Banking)
Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Analyst-Equity | 01/04/2020 |
Atherton Lane Advisers LLC
Atherton Lane Advisers LLC Investment ManagersFinance Founded in 2005, Atherton Lane Advisers LLC is a registered investment advisor based in Menlo Park, California. The firm provides wealth management and investment counseling services to their clients. Their clients include individuals, high net worth individuals, family entities, pension and profit sharing plans, trusts, estates, charitable organizations, academic endowments, corporations and other business entities. | Gestore di Portafoglio-Azioni | 30/04/2016 |
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Gestore di Portafoglio-Azioni | - |
William O'Neil + Co., Inc.
William O'Neil + Co., Inc. Investment ManagersFinance Part of Data Analysis, Inc., William O'Neil & Co., Inc. is a financial services company based in Los Angeles, CA. The company specializes in providing financial research, analysis, and investment advisory services to individual and institutional investors. The CEO of the company is Steven L. Birch. | Corporate Officer/Principal | - |
Formazione di Gregory Scott Sommer
University of Oregon | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 4 |
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Atherton Lane Advisers LLC
Atherton Lane Advisers LLC Investment ManagersFinance Founded in 2005, Atherton Lane Advisers LLC is a registered investment advisor based in Menlo Park, California. The firm provides wealth management and investment counseling services to their clients. Their clients include individuals, high net worth individuals, family entities, pension and profit sharing plans, trusts, estates, charitable organizations, academic endowments, corporations and other business entities. | Finance |
William O'Neil + Co., Inc.
William O'Neil + Co., Inc. Investment ManagersFinance Part of Data Analysis, Inc., William O'Neil & Co., Inc. is a financial services company based in Los Angeles, CA. The company specializes in providing financial research, analysis, and investment advisory services to individual and institutional investors. The CEO of the company is Steven L. Birch. | Finance |
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Finance |
Wells Fargo Bank, NA (Private Banking)
Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Finance |
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