Profilo
Dr. Winston W.
Way, Jr. PhD, is Partner & Senior Portfolio Manager at CAMG Solamere Management LLC.
Prior to joining CAMG Solamere, Mr. Way began his professional career in investments began in 1982 when he started in sales and trading for Thomson McKinnon Securities, which was at that time a major brokerage firm headquartered in New York.
He subsequently worked for Memphis-based Morgan Keegan.
In 1990, he started Buckhorn Capital Management as a fee-only alternative for investment advice for individual investors and closely held businesses.
Dr. Way received his undergraduate education from the University of Alabama in 1973, and subsequently did his graduate work at Michigan State University (MA and PhD studies, History), and Vanderbilt University (MBA, Finance).
Precedenti posizioni note di Winston Winfield Way
| Società | Posizione | Fine |
|---|---|---|
CAMG Solamere Management LLC
 CAMG Solamere Management LLC Investment ManagersFinance CAMG Solamere Management LLC, do-business-as Queens Oak Advisors (Queens Oak), is a wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 2009 and was acquired in 2021 by MAI Capital Management LLC, a subsidiary of Edgewood Partners Insurance Center Corp. Queens Oak provides customized wealth and asset management services for high net worth individuals and families and institutional clients including retirement plans, corporations, charitable organizations, endowments, and foundations. | Gestore di Portafoglio-Azioni | 07/01/2019 |
Buckhorn Capital Management LLC
 Buckhorn Capital Management LLC Investment ManagersFinance Founded in 1990 by Winston Way, Buckhorn Capital Management LLC is a registered investment advisor located in Charlotte, North Carolina. The firm primarily provides services to households, small institutions and closely-held businesses in the southeastern US. | Fondatore | 16/10/2013 |
| Thomson McKinnon Securities, Inc. | Corporate Officer/Principal | - |
Morgan Keegan & Co., Inc. (Old)
 Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Founded in 1969, Morgan Keegan & Co., Inc. is a full-service regional investment firm and broker/dealer headquartered in Memphis, Tennessee. The firm is a subsidiary of Regions Financial Corp. (NYSE: RF). They offer equity-oriented investment banking functions, securities brokerage, trust services, asset management, research, trading and institutional sales | Corporate Officer/Principal | 31/12/1988 |
Formazione di Winston Winfield Way
| Michigan State University | Doctorate Degree |
| Vanderbilt University | Masters Business Admin |
| The University of Alabama | 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 | 4 |
|---|---|
Morgan Keegan & Co., Inc. (Old)
Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Founded in 1969, Morgan Keegan & Co., Inc. is a full-service regional investment firm and broker/dealer headquartered in Memphis, Tennessee. The firm is a subsidiary of Regions Financial Corp. (NYSE: RF). They offer equity-oriented investment banking functions, securities brokerage, trust services, asset management, research, trading and institutional sales | Finance |
Buckhorn Capital Management LLC
Buckhorn Capital Management LLC Investment ManagersFinance Founded in 1990 by Winston Way, Buckhorn Capital Management LLC is a registered investment advisor located in Charlotte, North Carolina. The firm primarily provides services to households, small institutions and closely-held businesses in the southeastern US. | Finance |
| Thomson McKinnon Securities, Inc. | Finance |
CAMG Solamere Management LLC
CAMG Solamere Management LLC Investment ManagersFinance CAMG Solamere Management LLC, do-business-as Queens Oak Advisors (Queens Oak), is a wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 2009 and was acquired in 2021 by MAI Capital Management LLC, a subsidiary of Edgewood Partners Insurance Center Corp. Queens Oak provides customized wealth and asset management services for high net worth individuals and families and institutional clients including retirement plans, corporations, charitable organizations, endowments, and foundations. | Finance |
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