Karriereverlauf von Katherine Clay Willis
Ehemalige bekannte Positionen von Katherine Clay Willis
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Palladium Partners LLC
Palladium Partners LLC Investment ManagersFinance Palladium Partners LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Norfolk, Virginia. The firm was founded in 2008 by Katherine Willis and they do business as Palladium Registered Investment Advisors. Palladium Partners provides discretionary portfolio management services to individuals, high net-worth individuals, trusts, estates, 401K plans, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, corporations and other businesses. | Gründer | 01.01.2008 | 01.06.2022 |
Portfolio Manager-Aktien | 01.01.2008 | 01.06.2022 | |
Virginia Investment Counselors, Inc.
Virginia Investment Counselors, Inc. Investment ManagersFinance Virginia Investment Counselors, Inc. (VIC), located in Norfolk, Virginia and founded in 1972, is a subsidiary of BB&T Asset Management LLC, which is a subsidiary of BB&T Corporation (NYSE: BBT). Since inception, VIC has been providing investment management for individuals, retirement plans, corporations, foundations and endowment funds. | Portfolio Manager-Aktien | 01.01.1994 | - |
Ausbildung von Katherine Clay Willis
Randolph-Macon College | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 4 |
Operativ
Portfolio Manager-Equities | 2 |
Founder | 1 |
Undergraduate Degree | 1 |
Sektoral
Finance | 3 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
---|---|
Virginia Investment Counselors, Inc.
Virginia Investment Counselors, Inc. Investment ManagersFinance Virginia Investment Counselors, Inc. (VIC), located in Norfolk, Virginia and founded in 1972, is a subsidiary of BB&T Asset Management LLC, which is a subsidiary of BB&T Corporation (NYSE: BBT). Since inception, VIC has been providing investment management for individuals, retirement plans, corporations, foundations and endowment funds. | Finance |
Palladium Partners LLC
Palladium Partners LLC Investment ManagersFinance Palladium Partners LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Norfolk, Virginia. The firm was founded in 2008 by Katherine Willis and they do business as Palladium Registered Investment Advisors. Palladium Partners provides discretionary portfolio management services to individuals, high net-worth individuals, trusts, estates, 401K plans, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, corporations and other businesses. | Finance |
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