Storia della carriera di Puneet Singh Sahi
Precedenti posizioni note di Puneet Singh Sahi
Società | Posizione | Inizio | Fine |
---|---|---|---|
Hutchinson Capital Management
Hutchinson Capital Management Investment ManagersFinance Hutchinson Capital Management Corp. (HCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by William “Bill” Hutchinson in 1995. HCM provides investment management services and personalized advice for individual, family, trust, retirement plan, and charitable organization clients. | Membro del Comitato di Investimento | 01/01/2013 | 01/06/2015 |
Gestore di Portafoglio-Azioni | 01/01/2013 | 01/06/2015 | |
Portfolio Manager-Fixed Income | 01/01/2013 | 01/06/2015 | |
Palo Capital, Inc.
Palo Capital, Inc. Investment ManagersFinance Founded by Kevin O'Grady in 2005, Palo Capital, Inc. is a wealth management firm and registered investment advisor located in Newport Beach, California. The firm manages investment portfolios on a discretionary basis for individuals, pension and profit-sharing plans, estates, trusts, and not-for-profit organizations. | Presidente | - | - |
Direttore degli Investimenti | - | - | |
Gestore di Portafoglio-Azioni | - | - | |
Responsabile della banca privata | - | - | |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Corporate Officer/Principal | - | - |
Formazione di Puneet Singh Sahi
University of California, Irvine | Undergraduate Degree |
University of Pennsylvania | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 6 |
Posizioni
Portfolio Manager-Equities | 2 |
Investment Committee Member | 1 |
Portfolio Manager-Fixed Income | 1 |
Settori
Finance | 4 |
Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 3 |
---|---|
Hutchinson Capital Management
Hutchinson Capital Management Investment ManagersFinance Hutchinson Capital Management Corp. (HCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by William “Bill” Hutchinson in 1995. HCM provides investment management services and personalized advice for individual, family, trust, retirement plan, and charitable organization clients. | Finance |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
Palo Capital, Inc.
Palo Capital, Inc. Investment ManagersFinance Founded by Kevin O'Grady in 2005, Palo Capital, Inc. is a wealth management firm and registered investment advisor located in Newport Beach, California. The firm manages investment portfolios on a discretionary basis for individuals, pension and profit-sharing plans, estates, trusts, and not-for-profit organizations. | Finance |
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