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Scott Willis
Amministratore Delegato presso Grizzle Investment Management LLC
Profilo
Scott T.
Willis is the founder and Head of Research at Grizzle Investment Management LLC, which is founded in 2021.
He is currently a Portfolio Manager at Exchange Traded Concepts LLC.
Previously, he worked as a Research Analyst at Credit Suisse Securities (USA) LLC, an Associate at Dahlman Rose & Co. LLC from 2010 to 2013, and as an Assistant Portfolio Manager at BNY Mellon, NA from 2006 to 2010.
Mr. Willis received his undergraduate degree from Bucknell University in 2006.
Posizioni attive di Scott Willis
Società | Posizione | Inizio |
---|---|---|
Grizzle Investment Management LLC
![]() Grizzle Investment Management LLC Investment ManagersFinance Grizzle Investment Management LLC is a private company based in Berwyn, PA. Grizzle Investment Management LLC was founded in 2021 by Scott T. Willis, who has been the CEO since its inception. | Amministratore Delegato | 01/01/2021 |
Exchange Traded Concepts LLC
![]() Exchange Traded Concepts LLC Investment ManagersFinance Exchange Traded Concepts LLC (ETC) is a SEC-registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 by Garrett Stevens as FaithShares Advisors LLC. They are principally owned by Cottonwood ETF Holdings LLC. ETC offers both passive and active discretionary investment advisory services for the (i) US-registered exchange traded funds (ETFs) and (ii) pooled investment vehicles that are not US-registered mutual funds (e.g., a private investment vehicle and offshore funds). | Analyst-Equity | - |
Precedenti posizioni note di Scott Willis
Società | Posizione | Fine |
---|---|---|
Dahlman Rose & Co. LLC
![]() Dahlman Rose & Co. LLC Investment Banks/BrokersFinance Founded in 2004, Cowen Securities is an investment banking firm and broker/dealer headquartered in New York City. The firm is a subsidiary of the Cowen Group. They were formerly known as Dahlman Rose & Co. Cowen Securities provides value-added research, trading and advisory services to clients in the US and abroad. The firm focuses on growth industries that are the direct beneficiaries of global trade, infrastructure development and urbanization. Their research focuses on various distinct verticals within the global natural resources supply chain including: metals/mining, agriculture, chemicals, oil & gas exploration and production, electric utilities and surface transportation. Cowen Securities follows a variety of companies across geographies, market-caps and strategies. The firm employs a top-down approach that focuses on global themes and macro trends within these sectors. They look for drivers that create opportunities for well-positioned companies. | Analyst-Equity | 10/03/2013 |
BNY Mellon, NA
![]() BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA. | Corporate Officer/Principal | 31/05/2010 |
Credit Suisse Securities (USA) LLC (Broker)
![]() Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Analyst-Equity | - |
Formazione di Scott Willis
Bucknell University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 5 |
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Credit Suisse Securities (USA) LLC (Broker)
![]() Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Finance |
Exchange Traded Concepts LLC
![]() Exchange Traded Concepts LLC Investment ManagersFinance Exchange Traded Concepts LLC (ETC) is a SEC-registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 by Garrett Stevens as FaithShares Advisors LLC. They are principally owned by Cottonwood ETF Holdings LLC. ETC offers both passive and active discretionary investment advisory services for the (i) US-registered exchange traded funds (ETFs) and (ii) pooled investment vehicles that are not US-registered mutual funds (e.g., a private investment vehicle and offshore funds). | Finance |
Dahlman Rose & Co. LLC
![]() Dahlman Rose & Co. LLC Investment Banks/BrokersFinance Founded in 2004, Cowen Securities is an investment banking firm and broker/dealer headquartered in New York City. The firm is a subsidiary of the Cowen Group. They were formerly known as Dahlman Rose & Co. Cowen Securities provides value-added research, trading and advisory services to clients in the US and abroad. The firm focuses on growth industries that are the direct beneficiaries of global trade, infrastructure development and urbanization. Their research focuses on various distinct verticals within the global natural resources supply chain including: metals/mining, agriculture, chemicals, oil & gas exploration and production, electric utilities and surface transportation. Cowen Securities follows a variety of companies across geographies, market-caps and strategies. The firm employs a top-down approach that focuses on global themes and macro trends within these sectors. They look for drivers that create opportunities for well-positioned companies. | Finance |
BNY Mellon, NA
![]() BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA. | Finance |
Grizzle Investment Management LLC
![]() Grizzle Investment Management LLC Investment ManagersFinance Grizzle Investment Management LLC is a private company based in Berwyn, PA. Grizzle Investment Management LLC was founded in 2021 by Scott T. Willis, who has been the CEO since its inception. | Finance |
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