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Sheila O'Halloran
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Karriereverlauf von Sheila O'Halloran
Ehemalige bekannte Positionen von Sheila O'Halloran
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Convergent Wealth Advisors LLC
![]() Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Analyst-Equity | 21.09.2010 | 22.09.2010 |
Portfolio Manager-Aktien | 21.09.2010 | 21.09.2010 | |
Marktstratege | 21.09.2010 | 21.09.2010 |
Statistik
International
Vereinigte Staaten | 2 |
Operativ
Analyst-Equity | 1 |
Portfolio Manager-Equities | 1 |
Market Strategist | 1 |
Sektoral
Finance | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 1 |
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Convergent Wealth Advisors LLC
![]() Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Finance |
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