Profilo
Mr. Walter T.
Broughton, III CFA, is a Managing Director & Wealth Management Advisor at Merrill Lynch, Pierce, Fenner & Smith, Inc. He has over four decades of experience in financial services and joined Merrill Lynch in July 1987.
He is the founding member of the group and architect of the group’s research and investment methodologies.
Mr. Broughton focuses on portfolio management and select client relationships.
He is a designated Senior Portfolio Manager and over his 35 year career at Merrill has helped the company pioneer new investment management policies and platforms.
Mr. Broughton received his MBA in Finance at the University of Minnesota Twin Cities Campus and holds the Chartered Financial Analyst designation.
Posizioni attive di Walter Thomas Broughton
| Società | Posizione | Inizio |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance MLPF&S uses various securities analysis methods, including fundamental, technical, quantitative and economic analyses. | Gestore di Portafoglio-Azioni | 01/07/1987 |
Precedenti posizioni note di Walter Thomas Broughton
| Società | Posizione | Fine |
|---|---|---|
Merrill Lynch Private Client Group
Merrill Lynch Private Client Group Investment ManagersFinance Profile Unavailable | Gestore di Portafoglio-Azioni | - |
Formazione di Walter Thomas Broughton
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
University of Minnesota
University of Minnesota Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch Private Client Group
Merrill Lynch Private Client Group Investment ManagersFinance Profile Unavailable | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance MLPF&S uses various securities analysis methods, including fundamental, technical, quantitative and economic analyses. | Finance |
















