Posizioni attive di Pat Dalton
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Lipe & Dalton, Inc.
 Lipe & Dalton, Inc. Investment ManagersFinance Lipe & Dalton, Inc. is an independent registered investment advisor and wealth management firm headquartered in Syracuse, New York. The firm was founded by Willard “Bill” Lipe and Patrick Dalton in 2004. Lipe & Dalton provides advisory services to individuals, high net worth individuals, pension and profit-sharing plans and charitable organizations. | Gestore di Portafoglio-Azioni | 01/01/2004 | - |
| Fondatore | 01/01/2004 | - | |
| Presidente | 01/01/2004 | - | |
| Responsabile della Conformità | 01/01/2004 | - |
Storia della carriera di Pat Dalton
Precedenti posizioni note di Pat Dalton
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
J.W. Burns & Co., Inc. (New York)
 J.W. Burns & Co., Inc. (New York) Investment ManagersFinance J.W. Burns & Co., Inc. (JW Burns) is an independent, SEC-registered, fee-only investment counseling firm headquartered Dewitt, New York. Founded in 1974, JW Burns manages accounts for individuals, non-profit organizations, endowments, pension and profit sharing plans, and Taft-Hartley funds. | Analyst-Equity | 18/02/2003 | 08/02/2005 |
| Gestore di Portafoglio-Azioni | 18/02/2003 | 08/02/2005 |
Formazione di Pat Dalton
| University of Vermont | Undergraduate Degree |
| Syracuse University | Masters Business Admin |
Statistiche
Distribuzione geografica
| Stati Uniti | 5 |
Posizioni
| Portfolio Manager-Equities | 2 |
| Analyst-Equity | 1 |
| Compliance Officer | 1 |
Settori
| Finance | 3 |
| Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 2 |
|---|---|
J.W. Burns & Co., Inc. (New York)
J.W. Burns & Co., Inc. (New York) Investment ManagersFinance J.W. Burns & Co., Inc. (JW Burns) is an independent, SEC-registered, fee-only investment counseling firm headquartered Dewitt, New York. Founded in 1974, JW Burns manages accounts for individuals, non-profit organizations, endowments, pension and profit sharing plans, and Taft-Hartley funds. | Finance |
Lipe & Dalton, Inc.
Lipe & Dalton, Inc. Investment ManagersFinance Lipe & Dalton, Inc. is an independent registered investment advisor and wealth management firm headquartered in Syracuse, New York. The firm was founded by Willard “Bill” Lipe and Patrick Dalton in 2004. Lipe & Dalton provides advisory services to individuals, high net worth individuals, pension and profit-sharing plans and charitable organizations. | Finance |
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