Stephen D. Birmingham
Nessuna posizione attualmente
Storia della carriera di Stephen D. Birmingham
Precedenti posizioni note di Stephen D. Birmingham
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Windward Investment Management
 Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston | Corporate Officer/Principal | - | - |
Windhaven Investment Management, Inc.
 Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | Gestore di Portafoglio-Azioni | 14/12/2010 | - |
| Portfolio Manager-Fixed Income | 14/12/2010 | - |
Formazione di Stephen D. Birmingham
| Boston College | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 4 |
Posizioni
| Corporate Officer/Principal | 1 |
| Portfolio Manager-Equities | 1 |
| Portfolio Manager-Fixed Income | 1 |
Settori
| Finance | 3 |
| Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 2 |
|---|---|
Windward Investment Management
Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston | Finance |
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | Finance |
