Robert A. Willis
Nessuna posizione attualmente
Storia della carriera di Robert A. Willis
Precedenti posizioni note di Robert A. Willis
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Avalon Trust Co.
 Avalon Trust Co. Investment ManagersFinance Avalon Trust Co. is an independent investment firm headquartered in Santa Fe, New Mexico. The firm was founded in 1998 and was acquired by Clearstead Advisors LLC in 2023. Avalon Trust provides investment management services to individuals and families, trusts, non-profits and foundations. | Direttore degli Investimenti | - | 01/01/2006 |
| Gestore di Portafoglio-Azioni | - | 01/01/2006 | |
AG Asset Management LLC
 AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | Corporate Officer/Principal | - | 01/07/2004 |
Formazione di Robert A. Willis
| Lafayette College | Undergraduate Degree |
| New York University | Masters Business Admin |
Statistiche
Distribuzione geografica
| Stati Uniti | 5 |
Posizioni
| Chief Investment Officer | 1 |
| Portfolio Manager-Equities | 1 |
| Corporate Officer/Principal | 1 |
Settori
| Finance | 3 |
| Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 2 |
|---|---|
Avalon Trust Co.
Avalon Trust Co. Investment ManagersFinance Avalon Trust Co. is an independent investment firm headquartered in Santa Fe, New Mexico. The firm was founded in 1998 and was acquired by Clearstead Advisors LLC in 2023. Avalon Trust provides investment management services to individuals and families, trusts, non-profits and foundations. | Finance |
AG Asset Management LLC
AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | Finance |
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