Joshua Wein
Gestore di Portafoglio-Azioni presso Hennessy Advisors, Inc. (Investment Management)
Provenienza dei contatti di primo grado di Joshua Wein
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
53
| Extinct | Investment Managers | 53 |
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.
4
| Operating Division | Investment Managers | 4 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Joshua Wein tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Corporate Officer/Principal | |
Mesirow Financial Investment Management, Inc.
 Mesirow Financial Investment Management, Inc. Investment ManagersFinance Mesirow Financial Investment Management, Inc. (MFIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1986 and their sole shareholder is Mesirow Financial Services, Inc., which is wholly-owned by Mesirow Financial Holdings, Inc., a Chicago-based financial services firm that was founded in 1937. MFIM provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, non-qualified plans, state or municipal government entities, and charitable organizations. | Investment Managers | Portfolio Manager-Equities | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
| CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal | |
| NCR VOYIX CORPORATION | Electronic Equipment/Instruments | Corporate Officer/Principal | |
PNC Bank, NA (Investment Management)
 PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Investment Managers | Corporate Officer/Principal | |
Dean Investment Associates LLC
 Dean Investment Associates LLC Investment ManagersFinance Dean Investment Associates LLC provides investment advisory services. The company was founded in 1972 and is headquartered in Beavercreek, OH. | Investment Managers | Corporate Officer/Principal | |
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. | Investment Managers | Investment Committee Member Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Head-Equity Investments Portfolio Manager-Equities Analyst-Equity Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Equity Analyst-Fixed Income | |
| HENNESSY ADVISORS, INC. | Investment Managers | Chief Executive Officer | |
Smith, Salley & Associates LLC
 Smith, Salley & Associates LLC Investment ManagersFinance Smith Salley & Associates LLC, do-business-as Smith Salley Wealth Management (Smith Salley), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Greensboro, North Carolina. The firm was founded in 2003 by Gregory Smith, Jr. and G. Mackay Salley. Smith Salley provides comprehensive financial planning, investment management and trust services to individuals, high net-worth individuals, corporations, banks, trusts and charitable organizations. | Investment Managers | Director of Research - Equity | |
| The University of North Carolina at Charlotte | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
| Radford University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin Undergraduate Degree | |
| Campbell University | College/University | Undergraduate Degree Masters Business Admin | |
| North Carolina State University | College/University | Graduate Degree Undergraduate Degree | |
| Wake Forest University | College/University | Undergraduate Degree Masters Business Admin | |
| University of South Carolina | College/University | Undergraduate Degree Masters Business Admin | |
| Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree Masters Business Admin | |
| University of Cincinnati (Ohio) | College/University | Masters Business Admin | |
| University of Missouri | College/University | Undergraduate Degree | |
| Georgetown University | College/University | Masters Business Admin | |
| Rice University | College/University | Undergraduate Degree | |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree | |
| Florida State University | College/University | Undergraduate Degree | |
| University of Michigan | College/University | Masters Business Admin | |
| Santa Clara University | College/University | Undergraduate Degree | |
| Texas Christian University | College/University | Masters Business Admin | |
Rochester Institute of Technology
 Rochester Institute of Technology Other Consumer ServicesConsumer Services Rochester Institute of Technology is a privately endowed, coeducational university with ten colleges emphasizing career education and experiential learning. It was founded in 1829 and is headquartered in Rochester, NY. | College/University | Masters Business Admin | |
| University of Central Florida | College/University | Masters Business Admin | |
| Mercer University | College/University | Masters Business Admin | |
SunTrust Bank (Richmond Branch)
 SunTrust Bank (Richmond Branch) Regional BanksFinance SunTrust Bank provides commercial banking services. The company was founded in 1999 and is headquartered in Richmond, VA. | Regional Banks | Corporate Officer/Principal | |
| Appalachian State University | College/University | Undergraduate Degree | |
| East Carolina University | College/University | Masters Business Admin | |
| The University of North Carolina at Chapel Hill | College/University | Undergraduate Degree | |
| University of Mount Union | College/University | Undergraduate Degree | |
Cambridge Associates LLC
 Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Investment Managers | Corporate Officer/Principal | |
Fiduciary Alliance LLC
 Fiduciary Alliance LLC Investment ManagersFinance Fiduciary Alliance LLC is an independent, SEC-registered investment advisor headquartered in Greenville, South Carolina. Founded in 2016, the firm provides financial planning and portfolio management services to individuals, high net-worth individuals and other investment advisers. | Investment Managers | Chief Investment Officer | |
| St. Lawrence University | College/University | Undergraduate Degree | |
| US Military Academy | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 47 |
Settori
| Consumer Services | 27 |
| Finance | 20 |
| Electronic Technology | 2 |
Posizioni
| Portfolio Manager-Equities | 96 |
| Undergraduate Degree | 35 |
| Corporate Officer/Principal | 29 |
| Analyst-Equity | 20 |
| Portfolio Manager-Fixed Income | 17 |
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