Teresa Wells
Portfolio Manager-Aktien bei Tiedemann Advisors LLC
Aktive Positionen von Teresa Wells
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Tiedemann Advisors LLC
Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors LLC is a SEC-registered wealth advisory firm headquartered in New York City. The firm was founded as Tiedemann Wealth Management LLC in 1999 and is a subsidiary of Alvarium Wealth Management Non-UK Ltd. in Great Britain. Tiedemann Advisors manages money for high-net-worth families and individuals as well as trusts, foundations, endowments, charitable organizations and other business or family related entities. | Portfolio Manager-Aktien | 01.01.2018 | - |
Karriereverlauf von Teresa Wells
Ehemalige bekannte Positionen von Teresa Wells
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Threshold Group LLC
Threshold Group LLC Investment ManagersFinance Founded in 1999, Threshold Group LLC is a wealth management firm and registered investment advisor located in Gig Harbor, Washington. The firm is primarily owned by RT Management LLC, which is primarily owned by the 2006 Threshold Return of Capital Trust. Threshold Group provides investment advisory services to ultra high net-worth families, especially large, complex, multigenerational families; large family foundations; and high net-worth individuals and families. | Marktstratege | 01.01.2014 | 01.01.2018 |
Farmers New World Life Insurance Co.
Farmers New World Life Insurance Co. Life/Health InsuranceFinance Farmers New World Life Insurance Co., Inc. provides life insurance services. The firm offers universal, term, whole, and variable life insurance products. The company was founded in 1910 and is headquartered in Bellevue, WA. | Corporate Officer/Principal | 30.09.2007 | 30.09.2007 |
Sovereign Financial Services LLC
Sovereign Financial Services LLC Investment ManagersFinance Part of BrightSphere Investment Group, Inc., Sovereign Financial Services LLC is a company that provides equity consulting and asset management services. The company is based in Denver, CO. | Corporate Officer/Principal | 31.03.2001 | 31.03.2001 |
Laird Norton Wealth Management LLC
Laird Norton Wealth Management LLC Investment ManagersFinance Laird Norton Wealth Management LLC (LNWM) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Kaycee Krysty and Richard Simmonds in 1995 as Tyee Asset Strategies, Inc. They were acquired by Laird Norton Trust Co. LLC in 2001 and their name was changed to Laird Norton Tyee Asset Strategies LLC in 2004. The firm became Laird Norton Wealth Management LLC in 2020. They are ultimately owned by Laird Norton Co. LLC. LNWM provides investment advice to high net-worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Marktstratege | 29.10.2010 | - |
Ausbildung von Teresa Wells
Metropolitan State University of Denver | Undergraduate Degree |
Seattle University | Graduate Degree |
Statistik
International
Vereinigte Staaten | 8 |
Operativ
Market Strategist | 2 |
Corporate Officer/Principal | 2 |
Graduate Degree | 1 |
Sektoral
Finance | 6 |
Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 5 |
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Tiedemann Advisors LLC
Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors LLC is a SEC-registered wealth advisory firm headquartered in New York City. The firm was founded as Tiedemann Wealth Management LLC in 1999 and is a subsidiary of Alvarium Wealth Management Non-UK Ltd. in Great Britain. Tiedemann Advisors manages money for high-net-worth families and individuals as well as trusts, foundations, endowments, charitable organizations and other business or family related entities. | Finance |
Sovereign Financial Services LLC
Sovereign Financial Services LLC Investment ManagersFinance Part of BrightSphere Investment Group, Inc., Sovereign Financial Services LLC is a company that provides equity consulting and asset management services. The company is based in Denver, CO. | Finance |
Farmers New World Life Insurance Co.
Farmers New World Life Insurance Co. Life/Health InsuranceFinance Farmers New World Life Insurance Co., Inc. provides life insurance services. The firm offers universal, term, whole, and variable life insurance products. The company was founded in 1910 and is headquartered in Bellevue, WA. | Finance |
Threshold Group LLC
Threshold Group LLC Investment ManagersFinance Founded in 1999, Threshold Group LLC is a wealth management firm and registered investment advisor located in Gig Harbor, Washington. The firm is primarily owned by RT Management LLC, which is primarily owned by the 2006 Threshold Return of Capital Trust. Threshold Group provides investment advisory services to ultra high net-worth families, especially large, complex, multigenerational families; large family foundations; and high net-worth individuals and families. | Finance |
Laird Norton Wealth Management LLC
Laird Norton Wealth Management LLC Investment ManagersFinance Laird Norton Wealth Management LLC (LNWM) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Kaycee Krysty and Richard Simmonds in 1995 as Tyee Asset Strategies, Inc. They were acquired by Laird Norton Trust Co. LLC in 2001 and their name was changed to Laird Norton Tyee Asset Strategies LLC in 2004. The firm became Laird Norton Wealth Management LLC in 2020. They are ultimately owned by Laird Norton Co. LLC. LNWM provides investment advice to high net-worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Finance |
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