Tom Wald
Direttore degli Investimenti presso Transamerica Asset Management, Inc.
Posizioni attive di Tom Wald
Società | Posizione | Inizio | Fine |
---|---|---|---|
Transamerica Asset Management, Inc.
Transamerica Asset Management, Inc. Investment ManagersFinance Transamerica Asset Management, Inc. (TAM) is a registered investment advisor headquartered in Denver, Colorado. The firm was founded in 1996 and formerly known as Transamerica Fund Advisors, Inc. and as WRL Investment Management, Inc. They are a subsidiary of Transamerica Life Insurance Co., ultimately held by Aegon NV (AMS: AGN) in The Netherlands. TAM provides investment management and investment advisory services to investment companies registered under the 1940 Act. They also provide investment advisory services to a foreign registered investment company, privately-offered pooled investment vehicles that are not registered under the 1940 Act, such as the MFTC Trust and WT CITs, and an affiliated recordkeeper. | Direttore degli Investimenti | 01/01/2014 | - |
Storia della carriera di Tom Wald
Precedenti posizioni note di Tom Wald
Società | Posizione | Inizio | Fine |
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Curian Capital LLC
Curian Capital LLC Investment ManagersFinance Founded in 2002, Curian Capital LLC is a registered investment advisor located in Denver, Colorado. The firm is a subsidiary of Jackson National Life Insurance Co. and their ultimate parent is UK-based Prudential Plc (LSE: PRU). | Gestore di Portafoglio-Azioni | 01/08/2012 | 01/02/2014 |
Tactical Allocation Group LLC
Tactical Allocation Group LLC Investment ManagersFinance Founded in 1988 by James Peters, Tactical Allocation Group LLC is a registered investment advisor located in Birmingham, Michigan. | Gestore di Portafoglio-Azioni | 02/11/2010 | - |
Munder Capital Management
Munder Capital Management Investment ManagersFinance Founded in 1985, Munder Capital Management is a registered investment advisor and mutual fund manager headquartered in Birmingham, Michigan. The firm is a subsidiary of Victory Capital Management, Inc. and their ultimate parent is Victory Capital Holdings, Inc. Munder provides investment advisory services on a discretionary basis, although they may manage assets on a nondiscretionary basis in certain circumstances. The firm also serves as a sub-adviser to various domestic and non-domestic entities, as well as to separately managed accounts through arrangements they have entered into with other industry professionals. Munder's clients include individuals, financial institutions (such as banks and insurance companies), investment companies (such as mutual funds) and other pooled vehicles, pension and retirement-related accounts, trusts, estates, charitable organizations, corporations and other business entities, and other clients. | Analyst-Equity | 01/01/2005 | 31/10/2008 |
Gestore di Portafoglio-Azioni | 01/01/2005 | 31/10/2008 | |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Gestore di Portafoglio-Azioni | 08/06/2001 | 30/09/2004 |
Formazione di Tom Wald
Tulane University (Louisiana) | Undergraduate Degree |
The Wharton School of the University of Pennsylvania | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 8 |
Posizioni
Portfolio Manager-Equities | 4 |
Analyst-Equity | 1 |
Undergraduate Degree | 1 |
Settori
Finance | 6 |
Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 5 |
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Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Finance |
Munder Capital Management
Munder Capital Management Investment ManagersFinance Founded in 1985, Munder Capital Management is a registered investment advisor and mutual fund manager headquartered in Birmingham, Michigan. The firm is a subsidiary of Victory Capital Management, Inc. and their ultimate parent is Victory Capital Holdings, Inc. Munder provides investment advisory services on a discretionary basis, although they may manage assets on a nondiscretionary basis in certain circumstances. The firm also serves as a sub-adviser to various domestic and non-domestic entities, as well as to separately managed accounts through arrangements they have entered into with other industry professionals. Munder's clients include individuals, financial institutions (such as banks and insurance companies), investment companies (such as mutual funds) and other pooled vehicles, pension and retirement-related accounts, trusts, estates, charitable organizations, corporations and other business entities, and other clients. | Finance |
Tactical Allocation Group LLC
Tactical Allocation Group LLC Investment ManagersFinance Founded in 1988 by James Peters, Tactical Allocation Group LLC is a registered investment advisor located in Birmingham, Michigan. | Finance |
Curian Capital LLC
Curian Capital LLC Investment ManagersFinance Founded in 2002, Curian Capital LLC is a registered investment advisor located in Denver, Colorado. The firm is a subsidiary of Jackson National Life Insurance Co. and their ultimate parent is UK-based Prudential Plc (LSE: PRU). | Finance |
Transamerica Asset Management, Inc.
Transamerica Asset Management, Inc. Investment ManagersFinance Transamerica Asset Management, Inc. (TAM) is a registered investment advisor headquartered in Denver, Colorado. The firm was founded in 1996 and formerly known as Transamerica Fund Advisors, Inc. and as WRL Investment Management, Inc. They are a subsidiary of Transamerica Life Insurance Co., ultimately held by Aegon NV (AMS: AGN) in The Netherlands. TAM provides investment management and investment advisory services to investment companies registered under the 1940 Act. They also provide investment advisory services to a foreign registered investment company, privately-offered pooled investment vehicles that are not registered under the 1940 Act, such as the MFTC Trust and WT CITs, and an affiliated recordkeeper. | Finance |
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