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Storia della carriera di Morris Disston
Precedenti posizioni note di Morris Disston
Società | Posizione | Inizio | Fine |
---|---|---|---|
BB&T Securities LLC
![]() BB&T Securities LLC Investment ManagersFinance BB&T Securities LLC is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2013 as the result of a merger between Scott & Stringfellow LLC firm and Clearview Correspondent Services LLC. Effective upon the merger, Clearview changed its name to BB&T Securities LLC and began conducting business as BB&T Scott & Stringfellow and BB&T Capital Markets, both divisions of BB&T Securities LLC. They are a wholly-owned, non-bank subsidiary of Truist Financial Corp. (NYSE: TFC). BB&T Securities provides services to individuals, including high net-worth individuals; trusts, estates and charitable organizations; corporations or other business entities; Taft-Hartley plans, governmental plans, municipalities; not-for-profit entities; private equity firms (consulting only); and outside investment platform. | Gestore di Portafoglio-Azioni | 01/03/2016 | 03/01/2019 |
Stratton Management Co.
![]() Stratton Management Co. Investment ManagersFinance Founded in 1972, Stratton Management Co. is a registered investment advisor located in King of Prussia, Pennsylvania. The firm is a subsidiary of BB&T Corp. (NYSE: BBT). Stratton's clients include high net-worth individuals and families. They also manage money for institutional clients such as endowment funds, foundations and corporate pension and profit sharing plans. In addition, Stratton Management Co. is the investment advisor to the Stratton Mutual Funds and to various wrap account programs.^ | Gestore di Portafoglio-Azioni | 01/01/1990 | 01/03/2016 |
Semper Trust Co.
![]() Semper Trust Co. Investment ManagersFinance Founded in 1990, Semper Trust Co. is a Pennsylvania-chartered, non-deposit trust company located in King of Prussia, Pennsylvania. The firm is owned by Stratton Management Co., a wholly-owned subsidiary of Susquehanna Bancshares, Inc. Semper Trust Co. serves the investment needs of individuals, families, businesses and institutions that seek professional portfolio management and may also require personal trust services. All accounts are separately managed and tailored to each clients needs. | Gestore di Portafoglio-Azioni | 01/01/1990 | 01/08/2015 |
Wood Struthers & Winthrop Management Corp. | Direttore degli Investimenti | 01/01/1984 | 31/12/1989 |
Formazione di Morris Disston
Trinity College of Vermont | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 6 |
Posizioni
Portfolio Manager-Equities | 3 |
Chief Investment Officer | 1 |
Undergraduate Degree | 1 |
Settori
Finance | 5 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 4 |
---|---|
Wood Struthers & Winthrop Management Corp. | Finance |
Semper Trust Co.
![]() Semper Trust Co. Investment ManagersFinance Founded in 1990, Semper Trust Co. is a Pennsylvania-chartered, non-deposit trust company located in King of Prussia, Pennsylvania. The firm is owned by Stratton Management Co., a wholly-owned subsidiary of Susquehanna Bancshares, Inc. Semper Trust Co. serves the investment needs of individuals, families, businesses and institutions that seek professional portfolio management and may also require personal trust services. All accounts are separately managed and tailored to each clients needs. | Finance |
Stratton Management Co.
![]() Stratton Management Co. Investment ManagersFinance Founded in 1972, Stratton Management Co. is a registered investment advisor located in King of Prussia, Pennsylvania. The firm is a subsidiary of BB&T Corp. (NYSE: BBT). Stratton's clients include high net-worth individuals and families. They also manage money for institutional clients such as endowment funds, foundations and corporate pension and profit sharing plans. In addition, Stratton Management Co. is the investment advisor to the Stratton Mutual Funds and to various wrap account programs.^ | Finance |
BB&T Securities LLC
![]() BB&T Securities LLC Investment ManagersFinance BB&T Securities LLC is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2013 as the result of a merger between Scott & Stringfellow LLC firm and Clearview Correspondent Services LLC. Effective upon the merger, Clearview changed its name to BB&T Securities LLC and began conducting business as BB&T Scott & Stringfellow and BB&T Capital Markets, both divisions of BB&T Securities LLC. They are a wholly-owned, non-bank subsidiary of Truist Financial Corp. (NYSE: TFC). BB&T Securities provides services to individuals, including high net-worth individuals; trusts, estates and charitable organizations; corporations or other business entities; Taft-Hartley plans, governmental plans, municipalities; not-for-profit entities; private equity firms (consulting only); and outside investment platform. | Finance |
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