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Thomas Michael Swoffer
Direttore degli Investimenti presso Talbot Financial LLC
Posizioni attive di Thomas Michael Swoffer
Società | Posizione | Inizio | Fine |
---|---|---|---|
Talbot Financial LLC
![]() Talbot Financial LLC Investment ManagersFinance Talbot Financial LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Randall “Randy” Talbot in 2010 to serve the wealth management needs of his and other families. | Direttore degli Investimenti | 01/05/2018 | - |
Gestore di Portafoglio-Azioni | 01/05/2018 | - | |
Responsabile della banca privata | 01/05/2018 | - |
Storia della carriera di Thomas Michael Swoffer
Precedenti posizioni note di Thomas Michael Swoffer
Società | Posizione | Inizio | Fine |
---|---|---|---|
Laird Norton Trust Co. LLC
![]() Laird Norton Trust Co. LLC Investment ManagersFinance Laird Norton Trust Co. provides investment advice services. The company was founded on June 30, 1994 and is headquartered in Seattle, WA. | Corporate Officer/Principal | 19/03/2001 | 31/12/2001 |
SAFECO Asset Management | Gestore di Portafoglio-Azioni | 01/01/1990 | 31/12/2000 |
WHV Investments, Inc.
![]() WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | Gestore di Portafoglio-Azioni | 01/01/2002 | - |
Formazione di Thomas Michael Swoffer
University of Washington | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 6 |
Posizioni
Portfolio Manager-Equities | 3 |
Corporate Officer/Principal | 1 |
Masters Business Admin | 1 |
Settori
Finance | 5 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 4 |
---|---|
WHV Investments, Inc.
![]() WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | Finance |
Laird Norton Trust Co. LLC
![]() Laird Norton Trust Co. LLC Investment ManagersFinance Laird Norton Trust Co. provides investment advice services. The company was founded on June 30, 1994 and is headquartered in Seattle, WA. | Finance |
SAFECO Asset Management | Finance |
Talbot Financial LLC
![]() Talbot Financial LLC Investment ManagersFinance Talbot Financial LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Randall “Randy” Talbot in 2010 to serve the wealth management needs of his and other families. | Finance |