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Patrick Wells
Portfolio Manager-Aktien bei Broyhill Asset Management LLC
Aktive Positionen von Patrick Wells
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Broyhill Asset Management LLC
![]() Broyhill Asset Management LLC Investment ManagersFinance Broyhill Asset Management LLC (Broyhill) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1998 as Broyhill Wakin Capital Advisers LLC and changed its name to Broyhill Asset Management LLC in 2008. Broyhill provides investment services to individuals, trusts, foundations and other institutions on a discretionary basis. | Portfolio Manager-Aktien | 01.04.2024 | - |
Karriereverlauf von Patrick Wells
Ehemalige bekannte Positionen von Patrick Wells
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Pinnacle Associates Ltd.
![]() Pinnacle Associates Ltd. Investment ManagersFinance Pinnacle Associates Ltd. is an independent, SEC-registered investment advisor which was founded in 1984 by Thomas Passios. Headquartered in New York City, the firm offers investment advisory services to both institutional and noninstitutional clients. | Analyst-Equity | 01.01.2016 | 01.04.2024 |
Portfolio Manager-Aktien | 01.01.2016 | 01.04.2024 | |
Broyhill Asset Management LLC
![]() Broyhill Asset Management LLC Investment ManagersFinance Broyhill Asset Management LLC (Broyhill) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1998 as Broyhill Wakin Capital Advisers LLC and changed its name to Broyhill Asset Management LLC in 2008. Broyhill provides investment services to individuals, trusts, foundations and other institutions on a discretionary basis. | Corporate Officer/Principal | 31.12.2012 | 31.12.2012 |
Capitala Investment Advisors LLC
![]() Capitala Investment Advisors LLC Investment ManagersFinance Capitala Investment Advisors LLC (Capitala Group) is a private equity firm founded by Joe B. Alala in 1998. The firm is headquartered in Charlotte, North Carolina. | Private-Equity-Analyst | 01.04.2013 | - |
Ausbildung von Patrick Wells
Wake Forest University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 5 |
Operativ
Portfolio Manager-Equities | 2 |
Private Equity Analyst | 1 |
Corporate Officer/Principal | 1 |
Sektoral
Finance | 4 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 3 |
---|---|
Capitala Investment Advisors LLC
![]() Capitala Investment Advisors LLC Investment ManagersFinance Capitala Investment Advisors LLC (Capitala Group) is a private equity firm founded by Joe B. Alala in 1998. The firm is headquartered in Charlotte, North Carolina. | Finance |
Broyhill Asset Management LLC
![]() Broyhill Asset Management LLC Investment ManagersFinance Broyhill Asset Management LLC (Broyhill) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1998 as Broyhill Wakin Capital Advisers LLC and changed its name to Broyhill Asset Management LLC in 2008. Broyhill provides investment services to individuals, trusts, foundations and other institutions on a discretionary basis. | Finance |
Pinnacle Associates Ltd.
![]() Pinnacle Associates Ltd. Investment ManagersFinance Pinnacle Associates Ltd. is an independent, SEC-registered investment advisor which was founded in 1984 by Thomas Passios. Headquartered in New York City, the firm offers investment advisory services to both institutional and noninstitutional clients. | Finance |
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