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Bob Whalen
Analista-Renta Fija en Tower Bridge Advisors, Inc. .
Cargos activos de Bob Whalen
Empresas | Cargo | Inicio | Fin |
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Tower Bridge Advisors, Inc.
![]() Tower Bridge Advisors, Inc. Investment ManagersFinance Tower Bridge Advisors, Inc. (TBA) is an independent, SEC-registered investment advisor headquartered in Conshohocken, Pennsylvania. The firm was founded by Maris Ogg and James Meyer in 2001. TBA provides exceptional wealth and asset management services to individuals, families and select institutions. | Analista-Renta Fija | 01/01/2006 | - |
Miembro del Comité de Inversión | 01/01/2006 | - | |
Portfolio Manager-Fixed Income | 01/01/2006 | - |
Historial de carrera de Bob Whalen
Antiguos cargos conocidos de Bob Whalen.
Empresas | Cargo | Inicio | Fin |
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The Swarthmore Group, Inc.
![]() The Swarthmore Group, Inc. Investment ManagersFinance The Swarthmore Group, Inc. is an independent, minority-owned, SEC-registered investment advisory firm headquartered in Philadelphia, Pennsylvania. The firm was founded by James E. Nevels in 1991 and they provide discretionary investment advice and wealth management services to individuals, high net-worth individuals, pension and profit sharing plans, corporations, foundation/endowments and state and municipal governments. | Miembro del Comité de Inversión | 01/01/2000 | 31/12/2005 |
Gestor de Cartera-Acciones | 01/01/2000 | 31/12/2005 | |
The Vanguard Group, Inc.
![]() The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Gestor de Cartera-Acciones | - | 31/12/1999 |
Cypress Capital Management LLC
![]() Cypress Capital Management LLC Investment ManagersFinance Cypress Capital Management LLC (Cypress) is a wealth management firm and registered investment advisor headquartered in Greenville, Delaware. The firm was founded by Richard Arvedlund in 1984 and is a wholly-owned subsidiary of WSFS Financial Corp. (NASDAQ: WSFS). Cypress provides portfolio management services to individuals, corporate pension and profit-sharing plans, charitable organizations, foundations, endowments, and trusts. | Portfolio Manager-Fixed Income | - | - |
Formación de Bob Whalen.
Villanova University | Undergraduate Degree |
Southern Illinois University | Masters Business Admin |
Estadísticas
Internacional
Estados Unidos | 7 |
Operativa
Investment Committee Member | 2 |
Portfolio Manager-Equities | 2 |
Portfolio Manager-Fixed Income | 2 |
Sectorial
Finance | 5 |
Consumer Services | 3 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 4 |
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The Swarthmore Group, Inc.
![]() The Swarthmore Group, Inc. Investment ManagersFinance The Swarthmore Group, Inc. is an independent, minority-owned, SEC-registered investment advisory firm headquartered in Philadelphia, Pennsylvania. The firm was founded by James E. Nevels in 1991 and they provide discretionary investment advice and wealth management services to individuals, high net-worth individuals, pension and profit sharing plans, corporations, foundation/endowments and state and municipal governments. | Finance |
The Vanguard Group, Inc.
![]() The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Finance |
Tower Bridge Advisors, Inc.
![]() Tower Bridge Advisors, Inc. Investment ManagersFinance Tower Bridge Advisors, Inc. (TBA) is an independent, SEC-registered investment advisor headquartered in Conshohocken, Pennsylvania. The firm was founded by Maris Ogg and James Meyer in 2001. TBA provides exceptional wealth and asset management services to individuals, families and select institutions. | Finance |
Cypress Capital Management LLC
![]() Cypress Capital Management LLC Investment ManagersFinance Cypress Capital Management LLC (Cypress) is a wealth management firm and registered investment advisor headquartered in Greenville, Delaware. The firm was founded by Richard Arvedlund in 1984 and is a wholly-owned subsidiary of WSFS Financial Corp. (NASDAQ: WSFS). Cypress provides portfolio management services to individuals, corporate pension and profit-sharing plans, charitable organizations, foundations, endowments, and trusts. | Finance |
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