William Dudley Moyer

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Finance

Consumer Services

Miscellaneous

Profilo

William Dudley Moyer worked as a Portfolio Manager at Transform Wealth LLC from 2002 to 2017.
Prior to that, he worked as a Director of Research at First Affirmative Financial Network LLC, a Principal at American Century Mutual Funds, Inc., and a Portfolio Manager & Vice President at Springfield Trust Co. Moyer earned an MBA from Regis University in 1997 and completed his undergraduate studies at the University of Oklahoma.

Precedenti posizioni note di William Dudley Moyer

Società	Posizione	Fine
Transform Wealth LLC Transform Wealth LLC Investment ManagersFinance Transform Wealth LLC is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded in 1975 to assume the investment advisory business of Carnick & Co., Inc., which was purchased by David Kubik and Nathan Kubik in 2011. In 2016, Carnick & Kubik became a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners Inc. (NASDAQ: FOCS). At the time they were acquired by Focus Operating, Carnick & Kubik changed their name to Carnick & Kubik Group LLC and subsequently became Transform Wealth LLC in 2020. The firm provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.	Analyst-Equity	01/12/2017
American Century Mutual Funds, Inc.	Corporate Officer/Principal	-
First Affirmative Financial Network LLC First Affirmative Financial Network LLC Investment ManagersFinance First Affirmative Financial Network LLC (First Affirmative) is an independent registered investment advisor headquartered in Colorado Springs, Colorado. Founded in 1999, the firm provides discretionary investment advisory services to individual and institutional clients. First Affirmative provides investment advice consistent with the philosophies of sustainable, responsible, impact (SRI) investing.	Corporate Officer/Principal	-
Springfield Trust Co. Springfield Trust Co. Investment ManagersFinance Founded in 1991, Springfield Trust Co. is a trust company and investment advisor located in Springfield, Missouri	Corporate Officer/Principal	-

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Formazione di William Dudley Moyer

Regis University	Masters Business Admin
University of Oklahoma	Undergraduate Degree

Esperienze
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Inattive

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Aziende private

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Società collegate

Aziende private	4
Transform Wealth LLC Transform Wealth LLC Investment ManagersFinance Transform Wealth LLC is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded in 1975 to assume the investment advisory business of Carnick & Co., Inc., which was purchased by David Kubik and Nathan Kubik in 2011. In 2016, Carnick & Kubik became a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners Inc. (NASDAQ: FOCS). At the time they were acquired by Focus Operating, Carnick & Kubik changed their name to Carnick & Kubik Group LLC and subsequently became Transform Wealth LLC in 2020. The firm provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.	Finance
Springfield Trust Co. Springfield Trust Co. Investment ManagersFinance Founded in 1991, Springfield Trust Co. is a trust company and investment advisor located in Springfield, Missouri	Finance
First Affirmative Financial Network LLC First Affirmative Financial Network LLC Investment ManagersFinance First Affirmative Financial Network LLC (First Affirmative) is an independent registered investment advisor headquartered in Colorado Springs, Colorado. Founded in 1999, the firm provides discretionary investment advisory services to individual and institutional clients. First Affirmative provides investment advice consistent with the philosophies of sustainable, responsible, impact (SRI) investing.	Finance
American Century Mutual Funds, Inc.	Miscellaneous

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