Charles Otto Posnecker
Trading-Equity bei Bryn Mawr Capital Management LLC
Profil
Mr. Charles O.
Posnecker is a Director of Portfolio Management at Bryn Mawr Capital Management LLC.
His responsibilities include working closely with high net worth clients in managing their portfolios as well as assisting with trading functions.
Prior to joining the firm he was working for Christiana Trust, a division of WSFS Bank, for 12 years in their personal trust and investment groups.
He graduated from the University of Nevada, Las Vegas, where he received his BSBA in International Business and MBA-Finance concentration.
He obtained Chartered Financial Analyst designation in 2016
Aktive Positionen von Charles Otto Posnecker
| Unternehmen | Position | Beginn |
|---|---|---|
Bryn Mawr Capital Management LLC
 Bryn Mawr Capital Management LLC Investment ManagersFinance Bryn Mawr Capital Management LLC (BMCM) is a registered investment advisor headquartered in Philadelphia, Pennsylvania. Formerly known as WSFS Capital Management LLC, the firm was founded in 1994 as West Capital Management LLC. They are a wholly-owned subsidiary of WSFS Financial Corp. (NASDAQ: WSFS). BMCM provides financial planning, consulting and investment management services to individuals, qualified plans, trusts, estates, charitable organizations, corporations and business entities. | Trading-Equity | 01.01.2023 |
Ehemalige bekannte Positionen von Charles Otto Posnecker
| Unternehmen | Position | Ende |
|---|---|---|
Cypress Capital Management LLC
 Cypress Capital Management LLC Investment ManagersFinance Cypress Capital Management LLC (Cypress) is a wealth management firm and registered investment advisor headquartered in Greenville, Delaware. The firm was founded by Richard Arvedlund in 1984 and is a wholly-owned subsidiary of WSFS Financial Corp. (NASDAQ: WSFS). Cypress provides portfolio management services to individuals, corporate pension and profit-sharing plans, charitable organizations, foundations, endowments, and trusts. | Trading-Equity | 01.01.2023 |
| Christiana Trust Wealth Management C (580532) | Corporate Officer/Principal | 01.09.2017 |
Ausbildung von Charles Otto Posnecker
| University of Nevada | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Cypress Capital Management LLC
Cypress Capital Management LLC Investment ManagersFinance Cypress Capital Management LLC (Cypress) is a wealth management firm and registered investment advisor headquartered in Greenville, Delaware. The firm was founded by Richard Arvedlund in 1984 and is a wholly-owned subsidiary of WSFS Financial Corp. (NASDAQ: WSFS). Cypress provides portfolio management services to individuals, corporate pension and profit-sharing plans, charitable organizations, foundations, endowments, and trusts. | Finance |
| Christiana Trust Wealth Management C (580532) | Finance |
Bryn Mawr Capital Management LLC
Bryn Mawr Capital Management LLC Investment ManagersFinance Bryn Mawr Capital Management LLC (BMCM) is a registered investment advisor headquartered in Philadelphia, Pennsylvania. Formerly known as WSFS Capital Management LLC, the firm was founded in 1994 as West Capital Management LLC. They are a wholly-owned subsidiary of WSFS Financial Corp. (NASDAQ: WSFS). BMCM provides financial planning, consulting and investment management services to individuals, qualified plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
