Profilo
Mr. Theodore R.
Wendell is a Director at Montibus Capital Management LLC.
Prior to joining Montibus Capital Management (formerly Timberline Asset Management) in October 6, 2006, Mr. Wendell was employed as Vice President by Columbia Management Advisors, Inc., a Research Associate by State Street Research & Management Co., and Invesco Ltd.
Mr. Wendell received a BA from Emory University and an MBA from Columbia University-Columbia Business School.
He is a Chartered Financial Analyst.
Precedenti posizioni note di Theodore Raymond Wendell
Società | Posizione | Fine |
---|---|---|
Montibus Capital Management LLC
Montibus Capital Management LLC Investment ManagersFinance Founded in 2006, Montibus Capital Management LLC is a registered investment advisor located in Portland, Oregon. The firm is a majority-owned subsidiary of Thomas Weisel Asset Management LLC, which, in turn, is a wholly-owned subsidiary of Thomas Weisel Partners Group, Inc., itself a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). Montibus Capital Management was formerly known as Timberline Asset Management and as TW Asset Management. The firm provides investment advice to high net worth individuals, pension and profit sharing plans, charitable organizations, corporations or other businesses, wrap fee platforms and mutual funds. | Portfolio Manager-Equities | 21/09/2015 |
Columbia Management Advisors, Inc.
Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Group, Inc. provides asset management services. The company administers discretionary investment accounts for corporations, foundations, pension and benefit plans and endowments. The company also assists in tax and estate planning and portfolio management for high-net-worth individuals. Columbia Management Group is headquartered in Boston, MA | Analyst-Equity | - |
State Street Research & Management Co.
State Street Research & Management Co. Investment Banks/BrokersFinance State Street Research & Management Company (SSR), with a history dating back to 1924, is one of the nation's first investment management organizations. The Boston-based firm is a subsidiary of MetLife (NYSE:MET), one of the world's largest financial services companies. The firm, together with its affiliate SSR Realty, actively manages stock, bond, balanced and real estate portfolios for both institutional and individual investors. SSR manages pension money for many of the largest U.S. corporate pension plans. SSR also manages money for public and union pension plans, foundations, endowments, and mutual funds. | Corporate Officer/Principal | 31/12/1998 |
INVESCO PLC (CAN) | Corporate Officer/Principal | - |
Formazione di Theodore Raymond Wendell
The Trustees of Columbia University in The City of New York | Masters Business Admin |
Emory 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
Società quotate in Borsa | 1 |
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INVESCO PLC (CAN) | Finance |
Aziende private | 3 |
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Columbia Management Advisors, Inc.
Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Group, Inc. provides asset management services. The company administers discretionary investment accounts for corporations, foundations, pension and benefit plans and endowments. The company also assists in tax and estate planning and portfolio management for high-net-worth individuals. Columbia Management Group is headquartered in Boston, MA | Finance |
State Street Research & Management Co.
State Street Research & Management Co. Investment Banks/BrokersFinance State Street Research & Management Company (SSR), with a history dating back to 1924, is one of the nation's first investment management organizations. The Boston-based firm is a subsidiary of MetLife (NYSE:MET), one of the world's largest financial services companies. The firm, together with its affiliate SSR Realty, actively manages stock, bond, balanced and real estate portfolios for both institutional and individual investors. SSR manages pension money for many of the largest U.S. corporate pension plans. SSR also manages money for public and union pension plans, foundations, endowments, and mutual funds. | Finance |
Montibus Capital Management LLC
Montibus Capital Management LLC Investment ManagersFinance Founded in 2006, Montibus Capital Management LLC is a registered investment advisor located in Portland, Oregon. The firm is a majority-owned subsidiary of Thomas Weisel Asset Management LLC, which, in turn, is a wholly-owned subsidiary of Thomas Weisel Partners Group, Inc., itself a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). Montibus Capital Management was formerly known as Timberline Asset Management and as TW Asset Management. The firm provides investment advice to high net worth individuals, pension and profit sharing plans, charitable organizations, corporations or other businesses, wrap fee platforms and mutual funds. | Finance |
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