Derek Robert Stone
Analyst-Equity bei Heritage Investors Management Corp.
Aktive Positionen von Derek Robert Stone
Unternehmen | Position | Beginn | Ende |
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Heritage Investors Management Corp.
Heritage Investors Management Corp. Investment ManagersFinance Heritage Investors Management Corp. (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bethesda, Maryland. The firm was founded by Michael S. Cornfeld in 1974. Heritage manages portfolios of stocks, bonds, exchange traded funds, and money market instruments for individuals, IRAs, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, endowment funds, conservatorships, associations, foundations, donor advised funds, and guardianships. | Analyst-Equity | 01.07.1982 | - |
Portfolio Manager-Aktien | 01.07.1982 | - |
Karriereverlauf von Derek Robert Stone
Ausbildung von Derek Robert Stone
Harvard University | Undergraduate Degree |
The Wharton School of the University of Pennsylvania | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 4 |
Operativ
Analyst-Equity | 1 |
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sektoral
Consumer Services | 3 |
Finance | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 1 |
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Heritage Investors Management Corp.
Heritage Investors Management Corp. Investment ManagersFinance Heritage Investors Management Corp. (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bethesda, Maryland. The firm was founded by Michael S. Cornfeld in 1974. Heritage manages portfolios of stocks, bonds, exchange traded funds, and money market instruments for individuals, IRAs, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, endowment funds, conservatorships, associations, foundations, donor advised funds, and guardianships. | Finance |
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