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Karriereverlauf von Patty Kuhar
Ehemalige bekannte Positionen von Patty Kuhar
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Tillar-Wenstrup Advisors LLC
![]() Tillar-Wenstrup Advisors LLC Investment ManagersFinance Tillar-Wenstrup Advisors LLC (dba TW Advisors) is an investment advisory firm headquartered in Centerville, Ohio. The firm was founded in 2001 and in 2023 they were acquired by Journey Advisory Group LLC, an indirect subsidiary of Allworth Financial Group LP. TW Advisors provides advisory services to individuals, high-net worth individuals, pension and profit-sharing plans (other than plan participants), charitable organizations, corporations, and other investment advisers. | Portfolio Manager-Aktien | 01.11.2013 | 05.01.2023 |
KeyBank, NA (Investment Management)
![]() KeyBank, NA (Investment Management) Investment ManagersFinance Keybank, NA (Investment Management), also known as Key Private Bank, is the asset management division of Keybank, NA, a regional bank headquartered in Cleveland, Ohio. The firm was founded in 1849 and is a subsidiary of KeyCorp (NYSE: KEY). Key Private Bank provides investment advisory services to individuals and institutional investors. | Corporate Officer/Principal | - | - |
Statistik
International
Vereinigte Staaten | 3 |
Operativ
Portfolio Manager-Equities | 1 |
Corporate Officer/Principal | 1 |
Sektoral
Finance | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
---|---|
Tillar-Wenstrup Advisors LLC
![]() Tillar-Wenstrup Advisors LLC Investment ManagersFinance Tillar-Wenstrup Advisors LLC (dba TW Advisors) is an investment advisory firm headquartered in Centerville, Ohio. The firm was founded in 2001 and in 2023 they were acquired by Journey Advisory Group LLC, an indirect subsidiary of Allworth Financial Group LP. TW Advisors provides advisory services to individuals, high-net worth individuals, pension and profit-sharing plans (other than plan participants), charitable organizations, corporations, and other investment advisers. | Finance |
KeyBank, NA (Investment Management)
![]() KeyBank, NA (Investment Management) Investment ManagersFinance Keybank, NA (Investment Management), also known as Key Private Bank, is the asset management division of Keybank, NA, a regional bank headquartered in Cleveland, Ohio. The firm was founded in 1849 and is a subsidiary of KeyCorp (NYSE: KEY). Key Private Bank provides investment advisory services to individuals and institutional investors. | Finance |
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