Jim Bondelid
Chief Investment Officer bei A.H. Williams & Co. LP
Profil
Mr. James E.
Bondelid, CFA MBA, is a Chief Investment Officer at A.H.
Williams & Co. LP.
He has worked in the investment business since 1979.
Mr. Bondelid was previously employed as a Principal by 1919 Investment Counsel LLC, a Principal by First Interstate BancSystem Foundation, a Principal by Harris Trust & Savings Bank, and a Principal by PNC Advisors, NA (Boston, Massachusetts).
He received his MBA in Finance from the University of Washington.
Aktive Positionen von Jim Bondelid
| Unternehmen | Position | Beginn |
|---|---|---|
A.H. Williams & Co. LP
 A.H. Williams & Co. LP Investment ManagersFinance A.H. Williams & Co. LP (AHWCO) is an independent wealth management firm headquartered in Philadelphia, Pennsylvania. AHWCO was founded in 2009, and they specialize in discretionary investment management services for separately managed accounts (SMA) and private pooled investment funds. | Chief Investment Officer | 01.02.2009 |
Ehemalige bekannte Positionen von Jim Bondelid
| Unternehmen | Position | Ende |
|---|---|---|
| PNC Advisors, NA (Boston, Massachusetts) | Corporate Officer/Principal | - |
| First Interstate BancSystem Foundation | Corporate Officer/Principal | - |
| Harris Trust & Savings Bank | Corporate Officer/Principal | - |
1919 Investment Counsel LLC
 1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed its name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients. | Corporate Officer/Principal | - |
Ausbildung von Jim Bondelid
| University of Washington | 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 | 5 |
|---|---|
| Harris Trust & Savings Bank | Finance |
1919 Investment Counsel LLC
1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed its name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients. | Finance |
| PNC Advisors, NA (Boston, Massachusetts) | Finance |
| First Interstate BancSystem Foundation | Miscellaneous |
A.H. Williams & Co. LP
A.H. Williams & Co. LP Investment ManagersFinance A.H. Williams & Co. LP (AHWCO) is an independent wealth management firm headquartered in Philadelphia, Pennsylvania. AHWCO was founded in 2009, and they specialize in discretionary investment management services for separately managed accounts (SMA) and private pooled investment funds. | Finance |