Beverly Troxler O'Grady
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Historial de carrera de Beverly Troxler O'Grady
Antiguos cargos conocidos de Beverly Troxler O'Grady.
Empresas | Cargo | Inicio | Fin |
---|---|---|---|
CHARLES SCHWAB | Director/Miembro de la Junta | 01/01/1992 | 31/12/1993 |
THE SWISS HELVETIA FUND INC. | Fundador | 01/01/1987 | - |
Fiera Capital, Inc.
Fiera Capital, Inc. Investment ManagersFinance Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations. | Analyst-Equity | 01/01/1973 | - |
Analista-Renta Fija | 01/01/1973 | - | |
Miembro del Comité de Inversión | 01/01/1973 | - | |
Gestor de Cartera-Acciones | 01/01/1973 | - | |
Portfolio Manager-Fixed Income | 29/08/2012 | - |
Formación de Beverly Troxler O'Grady.
The Trustees of Columbia University in The City of New York | Graduate Degree |
St. Mary's College (Indiana) | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 6 |
Operativa
Analyst-Equity | 1 |
Analyst-Fixed Income | 1 |
Investment Committee Member | 1 |
Sectorial
Finance | 3 |
Consumer Services | 3 |
Miscellaneous | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas cotizadas | 1 |
---|---|
CHARLES SCHWAB | Finance |
Empresas privadas | 2 |
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Fiera Capital, Inc.
Fiera Capital, Inc. Investment ManagersFinance Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations. | Finance |
The Swiss Helvetia Fund, Inc.
The Swiss Helvetia Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous The Swiss Helvetia Fund, Inc. operates as a non-diversified, closed end investment fund. It intends to seek long-term capital appreciation through investment in equity and equity-linked securities of Swiss companies and it also intends to acquire and hold equity and equity-linked securities of non-Swiss companies in limited instances. The company was founded on October 24, 1986 and is headquartered in Milwaukee, WI. | Miscellaneous |