Philip McDonald
Gestore di Portafoglio-Azioni presso Horizon Investments LLC
Posizioni attive di Philip McDonald
Società | Posizione | Inizio | Fine |
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Horizon Investments LLC
Horizon Investments LLC Investment ManagersFinance Horizon Investments LLC is an independent registered investment headquartered in Charlotte, North Carolina with an additional office in Columbia, South Carolina. The firm was founded by John Johnson in 1995. Horizon Investments provides services to a number of types of clients, including registered investment companies, wrap programs, third party investment advisers, individuals (including high net worth individuals), trusts, estates and charitable organizations, corporations or other business entities, not for profit entities, institutions, and pension and profit-sharing plans. | Gestore di Portafoglio-Azioni | 01/07/2023 | - |
Storia della carriera di Philip McDonald
Precedenti posizioni note di Philip McDonald
Società | Posizione | Inizio | Fine |
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Symmetry Partners LLC
Symmetry Partners LLC Investment ManagersFinance Symmetry Partners LLC is a private-held, SEC-registered investment advisor headquartered in Glastonbury, Connecticut. It was founded in 1994 by Patrick Sweeny and David Connelly, Jr. The firm provides investment advisory services to individuals, trusts, charitable organizations, pension and profit-sharing plans, corporations, and State and government entities, and Symmetry Panoramic Funds through multiple distribution channels. | Direttore della Ricerca - Azioni | 01/04/2010 | 01/01/2016 |
Membro del Comitato di Investimento | 01/04/2010 | 01/07/2023 | |
Director of Investments | 01/12/2017 | 01/07/2023 | |
Gestore di Portafoglio-Azioni | 01/04/2010 | 01/07/2023 | |
Portfolio Manager-Fixed Income | 01/04/2010 | 01/07/2023 | |
Presidente | 01/01/2021 | 01/07/2023 |
Formazione di Philip McDonald
University of Connecticut | Masters Business Admin |
Georgetown University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 5 |
Posizioni
Portfolio Manager-Equities | 2 |
Director of Research - Equity | 1 |
Investment Committee Member | 1 |
Settori
Finance | 3 |
Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 2 |
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Horizon Investments LLC
Horizon Investments LLC Investment ManagersFinance Horizon Investments LLC is an independent registered investment headquartered in Charlotte, North Carolina with an additional office in Columbia, South Carolina. The firm was founded by John Johnson in 1995. Horizon Investments provides services to a number of types of clients, including registered investment companies, wrap programs, third party investment advisers, individuals (including high net worth individuals), trusts, estates and charitable organizations, corporations or other business entities, not for profit entities, institutions, and pension and profit-sharing plans. | Finance |
Symmetry Partners LLC
Symmetry Partners LLC Investment ManagersFinance Symmetry Partners LLC is a private-held, SEC-registered investment advisor headquartered in Glastonbury, Connecticut. It was founded in 1994 by Patrick Sweeny and David Connelly, Jr. The firm provides investment advisory services to individuals, trusts, charitable organizations, pension and profit-sharing plans, corporations, and State and government entities, and Symmetry Panoramic Funds through multiple distribution channels. | Finance |
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