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Storia della carriera di Kerry E. Wate
Precedenti posizioni note di Kerry E. Wate
Società | Posizione | Inizio | Fine |
---|---|---|---|
Sparta Asset Management LLC
![]() Sparta Asset Management LLC Investment ManagersFinance Founded in 2007, Sparta Asset Management LLC is a hedge fund company located in Rosemont, Illinois. | Analyst-Equity | 01/10/2007 | 22/05/2013 |
Fondatore | 07/02/2011 | 22/05/2013 | |
Membro del Comitato di Investimento | 07/02/2011 | 22/05/2013 | |
Oppenheimer Investment Management LLC
![]() Oppenheimer Investment Management LLC Investment ManagersFinance Oppenheimer Investment Management LLC (OIM) is a SEC-registered asset management firm headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Oppenheimer Asset Management, Inc., owned by Oppenheimer Holdings, Inc. (NYSE: OPY). OIM provides investment management services to pension and profit-sharing plans, corporations, state or municipal government entities, charitable organizations, insurance companies, foundations and endowments, trusts, and high-net worth individuals. | Gestore di Portafoglio-Azioni | 01/09/2005 | - |
Summit Capital Management LLC
![]() Summit Capital Management LLC Investment ManagersFinance Founded in 1996 by John Rudolf, Summit Capital Management LLC is a registered investment advisor headquartered in Seattle, Washington. The firm is a subsidiary of Summit Capital Group LLC. | Analyst-Equity | 01/06/2003 | 01/08/2006 |
Gestore di Portafoglio-Azioni | 01/06/2003 | 01/08/2006 | |
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. | Corporate Officer/Principal | - | - |
Formazione di Kerry E. Wate
University of Notre Dame | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 6 |
Posizioni
Analyst-Equity | 2 |
Portfolio Manager-Equities | 2 |
Founder | 1 |
Settori
Finance | 5 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 4 |
---|---|
Summit Capital Management LLC
![]() Summit Capital Management LLC Investment ManagersFinance Founded in 1996 by John Rudolf, Summit Capital Management LLC is a registered investment advisor headquartered in Seattle, Washington. The firm is a subsidiary of Summit Capital Group LLC. | Finance |
Sparta Asset Management LLC
![]() Sparta Asset Management LLC Investment ManagersFinance Founded in 2007, Sparta Asset Management LLC is a hedge fund company located in Rosemont, Illinois. | Finance |
Oppenheimer Investment Management LLC
![]() Oppenheimer Investment Management LLC Investment ManagersFinance Oppenheimer Investment Management LLC (OIM) is a SEC-registered asset management firm headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Oppenheimer Asset Management, Inc., owned by Oppenheimer Holdings, Inc. (NYSE: OPY). OIM provides investment management services to pension and profit-sharing plans, corporations, state or municipal government entities, charitable organizations, insurance companies, foundations and endowments, trusts, and high-net worth individuals. | 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 |
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