Drew Schneller
Portfolio Manager-Aktien bei Welch & Forbes LLC
Aktive Positionen von Drew Schneller
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Welch & Forbes LLC
Welch & Forbes LLC Investment ManagersFinance Welch & Forbes LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Edward Sohier and Charles Welch in 1838. They are a subsidiary of AMG WF Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). Welch & Forbes provides investment advice primarily to individuals and trusts. Their clients also include pension and profit-sharing plans, estates, charitable organizations, and corporations and other business entities. | Portfolio Manager-Aktien | 01.01.2008 | - |
Karriereverlauf von Drew Schneller
Ehemalige bekannte Positionen von Drew Schneller
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Wilmington Trust, FSB (Massachusetts) (Investment Management)
Wilmington Trust, FSB (Massachusetts) (Investment Management) Investment ManagersFinance Wilmington Trust FSB is an investment advisor located in Boston with an additional office in Los Angeles. | Chief Investment Officer | 29.06.2007 | 31.12.2007 |
Mitglied des Investmentausschusses | 29.06.2007 | 31.12.2007 | |
Portfolio Manager-Aktien | 29.06.2007 | 31.12.2007 | |
Portfolio Manager-Fixed Income | 29.06.2007 | 31.12.2007 | |
Bank of Boston Corp. | Corporate Officer/Principal | - | 30.04.2000 |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Corporate Officer/Principal | - | - |
Moseley Securities Corp. | Corporate Officer/Principal | - | - |
Ausbildung von Drew Schneller
Franklin & Marshall College | Undergraduate Degree |
Cornell University | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 8 |
Operativ
Corporate Officer/Principal | 3 |
Portfolio Manager-Equities | 2 |
Chief Investment Officer | 1 |
Sektoral
Finance | 5 |
Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 5 |
---|---|
Bank of Boston Corp. | Finance |
Wilmington Trust, FSB (Massachusetts) (Investment Management)
Wilmington Trust, FSB (Massachusetts) (Investment Management) Investment ManagersFinance Wilmington Trust FSB is an investment advisor located in Boston with an additional office in Los Angeles. | Finance |
Welch & Forbes LLC
Welch & Forbes LLC Investment ManagersFinance Welch & Forbes LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Edward Sohier and Charles Welch in 1838. They are a subsidiary of AMG WF Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). Welch & Forbes provides investment advice primarily to individuals and trusts. Their clients also include pension and profit-sharing plans, estates, charitable organizations, and corporations and other business entities. | Finance |
Moseley Securities Corp. | |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Finance |
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