Mike Maxwell
Gestore di Portafoglio-Azioni presso Haverford Financial Services, Inc.
Profilo
Mr. Michael Maxwell is a Vice President & Portfolio Manager at Haverford Financial Services, Inc. He joined Haverford in 2017 and has more than ten years of experience in financial services.
He develops client and advisor relationships and manages investment portfolios.
Mr. Maxwell was previously employed as a Senior Associate by 1919 Investment Counsel LLC and a Portfolio Associate by Legg Mason & Co. LLC (Maryland).
He received his undergraduate degree from Dickinson College.
Posizioni attive di Mike Maxwell
| Società | Posizione | Inizio |
|---|---|---|
Haverford Financial Services, Inc.
 Haverford Financial Services, Inc. Investment ManagersFinance Haverford Financial Services, Inc. (HFS) is a registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded by George W. Connell in 2004 and is a wholly owned by Drexel Morgan & Co. HFS provides investment advice to individuals, banks and thrift institutions, investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, corporations, business entities, state and municipal government entities and unions. | Gestore di Portafoglio-Azioni | 01/04/2017 |
Precedenti posizioni note di Mike Maxwell
| Società | Posizione | Fine |
|---|---|---|
1919 Investment Counsel LLC
 1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed its name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients. | Corporate Officer/Principal | 01/03/2017 |
Legg Mason & Co. LLC (Maryland)
 Legg Mason & Co. LLC (Maryland) Investment ManagersFinance Part of Franklin Resources, Inc., Legg Mason & Co. LLC is a company based in Baltimore, MD that provides asset management services. | Gestore di Portafoglio-Azioni | 01/11/2014 |
Formazione di Mike Maxwell
| Dickinson College | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Haverford Financial Services, Inc.
Haverford Financial Services, Inc. Investment ManagersFinance Haverford Financial Services, Inc. (HFS) is a registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded by George W. Connell in 2004 and is a wholly owned by Drexel Morgan & Co. HFS provides investment advice to individuals, banks and thrift institutions, investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, corporations, business entities, state and municipal government entities and unions. | Finance |
1919 Investment Counsel LLC
1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed its name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients. | Finance |
Legg Mason & Co. LLC (Maryland)
Legg Mason & Co. LLC (Maryland) Investment ManagersFinance Part of Franklin Resources, Inc., Legg Mason & Co. LLC is a company based in Baltimore, MD that provides asset management services. | Finance |
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