![Alex Lilles](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profil
Mr. Alex Lilles, CFA, is a Research Analyst at Stewart & Patten Co. LLC.
He joined the firm in June 2014.
For 13 years, Mr. Lilles held various positions with WHV Investment Management (formerly Wentworth, Hauser & Violich) in San Francisco.
At WHV, he specialized in large cap equity research.
He covered several sectors including energy, consumer staples, and materials, with a conservative approach similar to that of Stewart & Patten.
Also at WHV, he co-managed individual portfolios for the firm's high net worth clients.
Mr. Lilles holds a B.A.
in Communications from Washington State University and holds the Chartered Financial Analyst Designation.
Aktive Positionen von Alex Lilles
Unternehmen | Position | Beginn |
---|---|---|
Stewart & Patten Co. LLC
![]() Stewart & Patten Co. LLC Investment ManagersFinance Stewart & Patten Co. LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Lafayette, California. The late John (Jack) Stewart entered the investment management business in 1942 as one of the very first registrants following the passage of the Investment Advisers Act of 1941. In 1962, Ronald Patten joined Mr. Stewart, and in 1965 they founded Stewart and Patten Co. In 1998, Stewart and Patten became a Limited Liability Company (LLC) within the State of California. The firm provides investment management services to individuals, trusts, charitable foundations, retirement plans, estates, and corporations. | Analyst-Equity | 01.06.2014 |
Ehemalige bekannte Positionen von Alex Lilles
Unternehmen | Position | Ende |
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Bidwell & Co.
![]() Bidwell & Co. Investment Banks/BrokersFinance Part of The Charles Schwab Corp., Bidwell & Co. is a company that provides online trading and brokerage services. The company is based in Portland, OR. The company was founded by H. Gerald Bidwell. Bidwell was acquired by Ameritrade Holding Corp. on January 05, 2004. | Corporate Officer/Principal | 31.12.1999 |
Fuller & Thaler Asset Management, Inc.
![]() Fuller & Thaler Asset Management, Inc. Investment ManagersFinance Fuller & Thaler Asset Management, Inc. (FTAM) is an independent, SEC-registered investment advisor headquartered in San Mateo, California. The firm was founded in 1993 by Russell Fuller and Richard Thaler. FTAM provides portfolio management services to individual and institutional clients. They also provide non-discretionary model-delivery portfolio management services to various wrap fee programs. | Corporate Officer/Principal | 31.12.1998 |
WHV Investments, Inc.
![]() WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | Analyst-Equity | - |
Ausbildung von Alex Lilles
Washington State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 4 |
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WHV Investments, Inc.
![]() WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | Finance |
Fuller & Thaler Asset Management, Inc.
![]() Fuller & Thaler Asset Management, Inc. Investment ManagersFinance Fuller & Thaler Asset Management, Inc. (FTAM) is an independent, SEC-registered investment advisor headquartered in San Mateo, California. The firm was founded in 1993 by Russell Fuller and Richard Thaler. FTAM provides portfolio management services to individual and institutional clients. They also provide non-discretionary model-delivery portfolio management services to various wrap fee programs. | Finance |
Bidwell & Co.
![]() Bidwell & Co. Investment Banks/BrokersFinance Part of The Charles Schwab Corp., Bidwell & Co. is a company that provides online trading and brokerage services. The company is based in Portland, OR. The company was founded by H. Gerald Bidwell. Bidwell was acquired by Ameritrade Holding Corp. on January 05, 2004. | Finance |
Stewart & Patten Co. LLC
![]() Stewart & Patten Co. LLC Investment ManagersFinance Stewart & Patten Co. LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Lafayette, California. The late John (Jack) Stewart entered the investment management business in 1942 as one of the very first registrants following the passage of the Investment Advisers Act of 1941. In 1962, Ronald Patten joined Mr. Stewart, and in 1965 they founded Stewart and Patten Co. In 1998, Stewart and Patten became a Limited Liability Company (LLC) within the State of California. The firm provides investment management services to individuals, trusts, charitable foundations, retirement plans, estates, and corporations. | Finance |