Profilo
Mr. Jeffrey C.
Moser, CFA, is a Portfolio Manager at Wells Capital Management, Inc. He is on the Golden Capital Equity team.
Prior to joining the firm, Mr. Moser was with Golden Capital Management, LLC, where he served as a founding partner.
He began his investment industry career with Bank of America, where he worked as a senior vice president and fund manager.
He earned a Bachelor's degree in Mathematics from Wake Forest University and has earned the right to use the Chartered Financial Analyst designation.
Precedenti posizioni note di Jeff Moser
| Società | Posizione | Fine |
|---|---|---|
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Gestore di Portafoglio-Azioni | 01/04/2020 |
Golden Capital Management LLC
 Golden Capital Management LLC Investment ManagersFinance Founded in 1999 by Greg Golden and Jeff Moser, Golden Capital Management LLC (GCM) is a registered investment advisor located in Charlotte, North Carolina. The firm is a subsidiary of Wells Capital Management, Inc. and their ultimate parent is Wells Fargo & Co. (NYSE: WFC). They provide discretionary and non-discretionary investment advisory services to individuals, pension plans, institutions, investment companies and other types of clients. GCM clients may include affiliates of GCM, including without limitation, Wells Fargo Bank and Wells Fargo Advisors LLC. | Fondatore | 12/01/2018 |
Bank of America Private Bank
 Bank of America Private Bank Investment ManagersFinance A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services. | Corporate Officer/Principal | 30/11/2000 |
Formazione di Jeff Moser
| Wake Forest University | Undergraduate Degree |
Esperienze
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Relazioni di 1° grado
Aziende connesse in 1º grado
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Società collegate
| Aziende private | 3 |
|---|---|
Golden Capital Management LLC
Golden Capital Management LLC Investment ManagersFinance Founded in 1999 by Greg Golden and Jeff Moser, Golden Capital Management LLC (GCM) is a registered investment advisor located in Charlotte, North Carolina. The firm is a subsidiary of Wells Capital Management, Inc. and their ultimate parent is Wells Fargo & Co. (NYSE: WFC). They provide discretionary and non-discretionary investment advisory services to individuals, pension plans, institutions, investment companies and other types of clients. GCM clients may include affiliates of GCM, including without limitation, Wells Fargo Bank and Wells Fargo Advisors LLC. | Finance |
Bank of America Private Bank
Bank of America Private Bank Investment ManagersFinance A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services. | Finance |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Finance |
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