Storia della carriera di Terry Joseph Soffera
Precedenti posizioni note di Terry Joseph Soffera
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Sterling Asset Management LLC
 Sterling Asset Management LLC Investment ManagersFinance Founded in 2007, Sterling Asset Management is a registered investment advisor located in King of Prussia, Pennsylvania. The firm was formerly known as Valley Forge Advisors LLC. Sterling Asset Management offers customized investment products and indexing solutions for institutional investors including foundations, endowments, public funds and Taft Hartley retirement plans. | Direttore degli Investimenti | 24/03/2010 | 01/01/2011 |
| Gestore di Portafoglio-Azioni | 24/03/2010 | 01/01/2011 | |
| Portfolio Manager-Fixed Income | 24/03/2010 | 01/01/2011 | |
| Corporate Officer/Principal | 24/03/2010 | 01/01/2011 | |
The Swarthmore Group, Inc.
 The Swarthmore Group, Inc. Investment ManagersFinance The Swarthmore Group, Inc. is an independent, minority-owned, SEC-registered investment advisory firm headquartered in Philadelphia, Pennsylvania. The firm was founded by James E. Nevels in 1991 and they provide discretionary investment advice and wealth management services to individuals, high net-worth individuals, pension and profit sharing plans, corporations, foundation/endowments and state and municipal governments. | Membro del Comitato di Investimento | 01/01/2003 | 01/06/2005 |
| Portfolio Manager-Fixed Income | 01/01/2003 | 01/06/2005 | |
| Dean Witter Reynolds, Inc. | Corporate Officer/Principal | - | - |
| Meridian Investment Co. | Portfolio Manager-Fixed Income | - | - |
The Providence Group Investment Advisory Co. LLC
 The Providence Group Investment Advisory Co. LLC Investment ManagersFinance The Providence Group Investment Advisory Co. LLC (PG) is an investment management firm that specializes in providing investment services to high net worth individuals and their families. Located in Providence, Rhode Island, the firm is a subsidiary of FleetBoston Financial Corp. (NYSE: FBF) | Corporate Officer/Principal | - | - |
Formazione di Terry Joseph Soffera
| Kutztown University of Pennsylvania | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 6 |
| 2 |
Posizioni
| Portfolio Manager-Fixed Income | 3 |
| Corporate Officer/Principal | 3 |
| Investment Committee Member | 1 |
Settori
| Finance | 6 |
| Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 5 |
|---|---|
The Swarthmore Group, Inc.
The Swarthmore Group, Inc. Investment ManagersFinance The Swarthmore Group, Inc. is an independent, minority-owned, SEC-registered investment advisory firm headquartered in Philadelphia, Pennsylvania. The firm was founded by James E. Nevels in 1991 and they provide discretionary investment advice and wealth management services to individuals, high net-worth individuals, pension and profit sharing plans, corporations, foundation/endowments and state and municipal governments. | Finance |
The Providence Group Investment Advisory Co. LLC
The Providence Group Investment Advisory Co. LLC Investment ManagersFinance The Providence Group Investment Advisory Co. LLC (PG) is an investment management firm that specializes in providing investment services to high net worth individuals and their families. Located in Providence, Rhode Island, the firm is a subsidiary of FleetBoston Financial Corp. (NYSE: FBF) | Finance |
| Meridian Investment Co. | Finance |
| Dean Witter Reynolds, Inc. | Finance |
Sterling Asset Management LLC
Sterling Asset Management LLC Investment ManagersFinance Founded in 2007, Sterling Asset Management is a registered investment advisor located in King of Prussia, Pennsylvania. The firm was formerly known as Valley Forge Advisors LLC. Sterling Asset Management offers customized investment products and indexing solutions for institutional investors including foundations, endowments, public funds and Taft Hartley retirement plans. | Finance |
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