Will Wallbank
Analista-Rendimento Fisso presso Telemus Capital LLC
Profilo
Mr. William Wallbank is a Senior Portfolio Investment Analyst at Telemus Capital LLC.
As an Investment Analyst, he develops investment recommendations for the Chief Investment Officer and the Investment Committee.
He also serves on the Investment Committee, performs due diligence for model investments, and manages allocation of investment portfolios.
He oversees investment selection for 529 Plans, 401(k) and other employer retirement plans.
As Fixed Income Trader, he executes purchases, sales, and block orders.
He was a graduated summa cum laude from Wayne State University with a Bachelor’s of Science in Business Administration and Finance.
Posizioni attive di Will Wallbank
| Società | Posizione | Inizio |
|---|---|---|
Telemus Capital LLC
 Telemus Capital LLC Investment ManagersFinance Telemus Capital LLC (Telemus) is a registered investment advisor headquartered in Southfield, Michigan. The firm was founded in 2013 and is a subsidiary of Focus Operating LLC., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Telemus offers comprehensive financial advisory, investment management and asset management solutions to high net worth individuals and families, endowments and foundations, and select institutions. | Analista-Rendimento Fisso | 01/08/2013 |
Formazione di Will Wallbank
| Wayne State University (Michigan) | 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
| Aziende private | 1 |
|---|---|
Telemus Capital LLC
Telemus Capital LLC Investment ManagersFinance Telemus Capital LLC (Telemus) is a registered investment advisor headquartered in Southfield, Michigan. The firm was founded in 2013 and is a subsidiary of Focus Operating LLC., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Telemus offers comprehensive financial advisory, investment management and asset management solutions to high net worth individuals and families, endowments and foundations, and select institutions. | Finance |
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