Joshua Wein
Gestore di Portafoglio-Azioni presso Hennessy Advisors, Inc. (Investment Management)
Posizioni attive di Joshua Wein
Società | Posizione | Inizio | Fine |
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Hennessy Advisors, Inc. (Investment Management)
Hennessy Advisors, Inc. (Investment Management) Investment ManagersFinance Hennessy Advisors, Inc. (Investment Management) (Hennessy-IM) is the investment management division of Hennessy Advisors, Inc. (NASDAQ: HNNA), a publicly traded firm headquartered in Novato, California. The firm was founded by Neil J. Hennessy in 1989. Hennessy-IM provides investment advisory services to no-load mutual funds, as well as high-net worth investors primarily located in the US. The firm oversees, services, and markets the family of Hennessy Funds. | Gestore di Portafoglio-Azioni | 01/01/2018 | - |
Storia della carriera di Joshua Wein
Precedenti posizioni note di Joshua Wein
Società | Posizione | Inizio | Fine |
---|---|---|---|
BB&T Asset Management, Inc.
BB&T Asset Management, Inc. Investment ManagersFinance Founded in 2000, BB&T Asset Management, Inc. is a registered investment advisor headquartered n Raleigh, North Carolina. The firm is a wholly owned subsidiary of BB&T Corporation (NYSE: BBT). BB&T Asset Management's clients include corporations, institutions, endowments, foundations, employee benefit and retirement plans, governmental entities, wealthy families and individuals. The firm manages separate client-focused equity, fixed-income and balanced portfolios. They also manage a variety of mutual funds. | Corporate Officer/Principal | 01/01/2010 | 30/09/2010 |
Sterling Capital Management LLC
Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (Sterling) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970 and is an independently operated subsidiary of Truist Financial Corp. (NYSE: TFC). Sterling provides investment management services to a diverse group of clients ranging from retail to corporations and non-profits. | Analyst-Equity | 01/01/2010 | - |
Gestore di Portafoglio-Azioni | 01/01/2010 | - | |
First Union Securities | Analyst-Equity | - | - |
Bellator Capital Partners LLC
Bellator Capital Partners LLC Investment ManagersFinance Bellator Capital Partners LLC is a hedge fund company located in Sea Cliff, New York. | Direttore degli Investimenti | 01/06/2003 | 31/12/2007 |
Gestore di Portafoglio-Azioni | 01/06/2003 | 31/12/2007 | |
Corporate Officer/Principal | 01/06/2003 | 31/12/2007 |
Formazione di Joshua Wein
Vanderbilt University | Masters Business Admin |
Goizueta Business School-Emory | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 8 |
Posizioni
Portfolio Manager-Equities | 3 |
Corporate Officer/Principal | 2 |
Analyst-Equity | 2 |
Settori
Finance | 6 |
Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 5 |
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Bellator Capital Partners LLC
Bellator Capital Partners LLC Investment ManagersFinance Bellator Capital Partners LLC is a hedge fund company located in Sea Cliff, New York. | Finance |
Sterling Capital Management LLC
Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (Sterling) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970 and is an independently operated subsidiary of Truist Financial Corp. (NYSE: TFC). Sterling provides investment management services to a diverse group of clients ranging from retail to corporations and non-profits. | Finance |
First Union Securities | Finance |
BB&T Asset Management, Inc.
BB&T Asset Management, Inc. Investment ManagersFinance Founded in 2000, BB&T Asset Management, Inc. is a registered investment advisor headquartered n Raleigh, North Carolina. The firm is a wholly owned subsidiary of BB&T Corporation (NYSE: BBT). BB&T Asset Management's clients include corporations, institutions, endowments, foundations, employee benefit and retirement plans, governmental entities, wealthy families and individuals. The firm manages separate client-focused equity, fixed-income and balanced portfolios. They also manage a variety of mutual funds. | Finance |
Hennessy Advisors, Inc. (Investment Management)
Hennessy Advisors, Inc. (Investment Management) Investment ManagersFinance Hennessy Advisors, Inc. (Investment Management) (Hennessy-IM) is the investment management division of Hennessy Advisors, Inc. (NASDAQ: HNNA), a publicly traded firm headquartered in Novato, California. The firm was founded by Neil J. Hennessy in 1989. Hennessy-IM provides investment advisory services to no-load mutual funds, as well as high-net worth investors primarily located in the US. The firm oversees, services, and markets the family of Hennessy Funds. | Finance |
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