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David B. Brune
Portfolio Manager-Aktien bei The Haverford Trust Co.
Ursprung des Netzwerks ersten Grades von David B. Brune
Einheit | Art der Einheit | Industrie | |
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Haverford Financial Services, Inc.
![]() Haverford Financial Services, Inc. Investment ManagersFinance Haverford Financial Services, Inc. (HFS) is a registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded by George W. Connell in 2004 and is a wholly owned by Drexel Morgan & Co. HFS provides investment advice to individuals, banks and thrift institutions, investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, corporations, business entities, state and municipal government entities and unions.
36
| Subsidiary | Investment Managers | 36 |
The Haverford Trust Co.
![]() The Haverford Trust Co. Investment ManagersFinance Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to provide superior returns with less risk, primarily through investments in the securities of high-quality dividend-paying companies. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards. Haverford Trust may sell an asset that has appreciated significantly in value in order to maintain diversification and keep your portfolio from being too heavily dependent on a stock or sector. They maintain that high quality, intermediate-term bonds provide the most attractive risk-adjusted returns.
33
| Subsidiary | Investment Managers | 33 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von David B. Brune
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Drexel Morgan Capital Advisers, Inc.
![]() Drexel Morgan Capital Advisers, Inc. Investment ManagersFinance Drexel Morgan Capital Advisers, Inc. (DMCA) is a wealth management firm headquartered in Radnor, Pennsylvania. The firm was founded by Dr. James McCabe in 1980 as McCabe Capital Managers Ltd. They are wholly-owned by Drexel Morgan & Co., a financial holding company and federally registered investment adviser. DMCA offers advisory services to high net-worth individuals and families, trusts, charitable organizations, endowments, corporations, investment partnerships, pension funds and other SEC registered advisers. | Investment Managers | Investment Committee Member Chief Operating Officer Portfolio Manager-Equities Corporate Officer/Principal | |
The Pennsylvania State University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin | |
LaSalle University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Logan Capital Management, Inc.
![]() Logan Capital Management, Inc. Investment ManagersFinance Logan Capital Management, Inc. (Logan Capital) is employee-owned, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. The firm was founded in 1993 by Al Besse, Stephen S. Lee, and Dana H. Stewardson. Logan Capital provides investment supervisory services either on a discretionary or non-discretionary basis to institutions, individuals and high net-worth individuals, corporations or other business entities, registered investment companies (mutual funds), private comingled funds/pooled investment vehicles, endowments, foundations, and trusts, private pensions and profit sharing plans (ERISA), insurance companies, public funds, Taft-Hartley Plans, wrap programs, and sub-advisory relationships to RIAs and broker-dealers. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Equity Corporate Officer/Principal | |
St. Joseph's University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The Vanguard Group, Inc.
![]() The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
Drexel University | College/University | Undergraduate Degree Undergraduate Degree | |
The Bank of New York Mellon Corp. (Wealth Management)
![]() The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Temple University (Pennsylvania) | College/University | Undergraduate Degree Undergraduate Degree | |
The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
Fordham University
![]() Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Masters Business Admin | |
Pennsylvania Academy of the Fine Arts
![]() Pennsylvania Academy of the Fine Arts Miscellaneous Commercial ServicesCommercial Services Pennsylvania Academy of the Fine Arts operates as a fine arts school and a museum. The firm offers fine arts education, such as painting, drawing, printmaking, and sculpture. It also archives house materials for the study of American art history, museums, and art training. The company was founded in 1805 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Franklin & Marshall College | College/University | Undergraduate Degree Undergraduate Degree | |
Janney Montgomery Scott LLC
![]() Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Villanova University | College/University | Undergraduate Degree Masters Business Admin | |
The Fidelity Bank (Fuquay-Varina, North Carolina)
![]() The Fidelity Bank (Fuquay-Varina, North Carolina) Regional BanksFinance The Fidelity Bank provides commercial banking services. The firm offers online services, business banking services and personal banking services. The company was founded in 1909 and is headquartered in Fuquay Varina, NC. | Regional Banks | Corporate Officer/Principal | |
Deloitte & Touche LLP
![]() Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Presbyterian College | College/University | Undergraduate Degree | |
Bloomsburg University of Pennsylvania | College/University | Undergraduate Degree | |
Fiduciary Trust Company International of Pennsylvania
![]() Fiduciary Trust Company International of Pennsylvania Investment ManagersFinance Fiduciary Trust Co. International of Pennsylvania (FTCI-PA) is an investment management firm headquartered in Radnor, Pennsylvania. The firm was founded in 1986 as Pennsylvania Trust Co. and is a subsidiary of Fiduciary Trust Co. International, which is owned by Franklin Resources, Inc. (NYSE: BEN). FTCI-PA provides investment management and trust administration, tax, estate and related account services to individuals, families, institutions, endowments, and personal foundations. | Investment Managers | Portfolio Manager-Equities | |
VALUE LINE, INC. | Publishing: Books/Magazines | Corporate Officer/Principal | |
FISERV, INC. | Regional Banks | Corporate Officer/Principal | |
Georgetown University | College/University | Undergraduate Degree | |
Wilmington Savings Fund Society, FSB
![]() Wilmington Savings Fund Society, FSB Regional BanksFinance Wilmington Savings Fund Society, FSB provides financial services. It operates as a locally managed community banking institution serving Delaware Valley families and businesses of all sizes. Its subsidiaries or divisions include, cash connect, Christiana trust, Christiana trust company of DE, cypress capital management, powder mill financial solutions, WSFS wealth investments, west capital management and WSFS mortgage. The company was founded in 1832 and is headquartered in Wilmington, DE. | Regional Banks | Director/Board Member | |
Lake Forest College | College/University | Undergraduate Degree | |
WSFS FINANCIAL CORPORATION | Savings Banks | Director/Board Member | |
Banbury Systems
![]() Banbury Systems Miscellaneous Commercial ServicesCommercial Services Banbury Systems provides system security services. The private company is based in West Chester. The American company was founded by Diego F. Calderin. | Miscellaneous Commercial Services | Founder | |
Community Volunteers in Medicine | Chairman | ||
Modis, Inc.
![]() Modis, Inc. Miscellaneous Commercial ServicesCommercial Services Modis, Inc. provides information technology resource management services. Its services include staff augmentation, direct placement and project management. The firm supplies in various technical disciplines, such as business analysis, database design, administration, help desk, Mainframe programming, engineering, quality assurance, testing, software development, engineering, systems analysis and technical writing. It serves banking, education, financial services, government, healthcare, hospitality, travel, insurance, manufacturing, media, entertainment, pharmaceutical, retail, technology, telecommunications, transportation and utility industries. The company was founded in 1986 and is headquartered in Jacksonville, FL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Actium Pharmaceuticals, Inc.
![]() Actium Pharmaceuticals, Inc. Pharmaceuticals: MajorHealth Technology Part of Easton Pharmaceuticals, Inc., Actium Pharmaceuticals, Inc. develops pharmaceutical products. Actium Pharmaceuticals was acquired by L.A.M. Industries, Inc. on February 04, 2003. | Pharmaceuticals: Major | Corporate Officer/Principal | |
Acatar Consulting Group
![]() Acatar Consulting Group Packaged SoftwareTechnology Services Part of John Wiley & Sons, Inc., Acatar Consulting Group is a company that provides online education technology solutions. The company is based in West Chester, PA. The company was founded by Diego F. Calderin. | Packaged Software | Founder | |
Anexinet Corp.
![]() Anexinet Corp. Packaged SoftwareTechnology Services Anexinet Corp. engages in the provision of systems integration and technology management services. It offers mobility and application solutions, infrastructure and business intelligence, innovation center, strategic product sourcing, and managed services. The company was founded by Diego Calderin in 2000 and and is headquartered in Blue Bell, PA. | Packaged Software | Founder | |
Nuveen Fund Advisors LLC
![]() Nuveen Fund Advisors LLC Investment Banks/BrokersFinance Founded in 1989, Nuveen Fund Advisors LLC is a fund distributor Chicago, Illinois. The firm is a subsidiary of Nuveen Investments, Inc. and their ultimate parent is Windy City Investments Holdings LLC. | Investment Banks/Brokers | Corporate Officer/Principal | |
Friedenthal Financial LLC
![]() Friedenthal Financial LLC Investment ManagersFinance Friedenthal Financial LLC is an independent registered investment advisor headquartered in Marlton, New Jersey. The firm was founded by Mark S. Friedenthal in 2009. They provide investment advice and management supervisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. | Investment Managers | Chief Investment Officer | |
PNC FINANCIAL SERVICES GROUP, INC. | Major Banks | Corporate Officer/Principal | |
JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 51 |
Sektoral
Finance | 27 |
Consumer Services | 16 |
Commercial Services | 5 |
Technology Services | 3 |
Health Technology | 2 |
Operativ
Corporate Officer/Principal | 77 |
Portfolio Manager-Equities | 52 |
Director/Board Member | 45 |
Undergraduate Degree | 40 |
Analyst-Equity | 25 |
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