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Storia della carriera di Helen Morgan Donahue
Precedenti posizioni note di Helen Morgan Donahue
Società | Posizione | Inizio | Fine |
---|---|---|---|
Montag & Caldwell LLC
![]() Montag & Caldwell LLC Investment ManagersFinance Montag & Caldwell LLC (M&C) is an independent, SEC-registered investment adviser headquartered in Atlanta, Georgia. Founded in 1945, the firm was formerly known as Montag & Caldwell, Inc. and changed their name to Montag & Caldwell LLC after a successful employee-led buyout in 2010. M&C provides proprietary investment solutions to a wide range of institutional and individual clients through separate accounts. | Gestore di Portafoglio-Azioni | 01/09/2010 | 01/10/2020 |
Portfolio Manager-Fixed Income | 01/09/2010 | 01/10/2020 | |
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. | Gestore di Portafoglio-Azioni | 01/01/1997 | - |
Portfolio Manager-Fixed Income | 01/01/1997 | - | |
ClearBridge LLC
![]() ClearBridge LLC Investment ManagersFinance ClearBridge LLC is an investment advisory firm headquartered in Baltimore, Maryland. The firm was founded by Bill Miller in 1982 as Legg Mason Capital Management LLC. They are a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). ClearBridge provides investment advice to high net-worth individuals, investment companies, pension and profit-sharing plans, other pooled investment vehicle, charitable organizations, endowments, foundations, corporations, state or municipal government entities, sovereign wealth funds, insurance companies and other tax-exempt entities. | Corporate Officer/Principal | - | - |
Miller Value Partners LLC
![]() Miller Value Partners LLC Investment ManagersFinance Miller Value Partners LLC (MVP) is an independent, SEC-registered investment advisor headquartered in Sarasota, Florida. The firm was founded by William (Bill) Miller III in 1999 as LMM LLC. MVP serves as the investment manager for the Miller Value Funds. They also provide investment management services for high net worth and institutional clients, and private funds. | Corporate Officer/Principal | - | - |
Formazione di Helen Morgan Donahue
Loyola College | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 5 |
Canada | 2 |
Posizioni
Portfolio Manager-Equities | 2 |
Portfolio Manager-Fixed Income | 2 |
Corporate Officer/Principal | 2 |
Settori
Finance | 5 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 4 |
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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 |
ClearBridge LLC
![]() ClearBridge LLC Investment ManagersFinance ClearBridge LLC is an investment advisory firm headquartered in Baltimore, Maryland. The firm was founded by Bill Miller in 1982 as Legg Mason Capital Management LLC. They are a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). ClearBridge provides investment advice to high net-worth individuals, investment companies, pension and profit-sharing plans, other pooled investment vehicle, charitable organizations, endowments, foundations, corporations, state or municipal government entities, sovereign wealth funds, insurance companies and other tax-exempt entities. | Finance |
Montag & Caldwell LLC
![]() Montag & Caldwell LLC Investment ManagersFinance Montag & Caldwell LLC (M&C) is an independent, SEC-registered investment adviser headquartered in Atlanta, Georgia. Founded in 1945, the firm was formerly known as Montag & Caldwell, Inc. and changed their name to Montag & Caldwell LLC after a successful employee-led buyout in 2010. M&C provides proprietary investment solutions to a wide range of institutional and individual clients through separate accounts. | Finance |
Miller Value Partners LLC
![]() Miller Value Partners LLC Investment ManagersFinance Miller Value Partners LLC (MVP) is an independent, SEC-registered investment advisor headquartered in Sarasota, Florida. The firm was founded by William (Bill) Miller III in 1999 as LMM LLC. MVP serves as the investment manager for the Miller Value Funds. They also provide investment management services for high net worth and institutional clients, and private funds. | Finance |
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