Brandon Cassidy Burns
Gestor de Cartera-Acciones en Bank of America, NA (Private Banking) .
Cargos activos de Brandon Cassidy Burns
Empresas | Cargo | Inicio | Fin |
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Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families. | Gestor de Cartera-Acciones | 01/08/2022 | - |
Historial de carrera de Brandon Cassidy Burns
Antiguos cargos conocidos de Brandon Cassidy Burns.
Empresas | Cargo | Inicio | Fin |
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City National Rochdale LLC
City National Rochdale LLC Investment ManagersFinance City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions. | Gestor de Cartera-Acciones | 01/12/2017 | 01/08/2022 |
Alexander Read Investment Management, Inc.
Alexander Read Investment Management, Inc. Investment ManagersFinance Founded in 1997, Alexander Read Investment Management, Inc. is a registered investment advisor located in Winter Park, Florida with an additional office in Naples, Florida. The firm provides investment management services to high net-worth individuals, fiduciaries, business owners, entrepreneurs, pooled investment vehicles and charitable organizations. They manage equity, fixed-income and balanced portfolios. | Trading-Equity | 01/01/2007 | 26/07/2011 |
Trading-Fixed Income | 13/04/2009 | 26/07/2011 | |
Lyons Wealth Management LLC
Lyons Wealth Management LLC Investment ManagersFinance Lyons Wealth Management LLC (Lyons) is an independent registered investment advisor headquartered in Winter Park, Florida. The firm was founded in 2009 and is primarily owned by Alexander Read. Lyons primarily provides customized investment management services to high-net-worth individuals, associated trusts, estates, mutual funds, and other legal entities. It serves as sub-advisor to an open-end mutual fund series’ Catalyst/Lyons Tactical Allocation Fund, which utilizes the Lyons Tactical Allocation Portfolio. | Analyst-Equity | 27/07/2011 | - |
Trading-Equity | 01/01/2009 | - | |
Miembro del Comité de Inversión | 01/01/2009 | - | |
Gestor de Cartera-Acciones | 01/01/2009 | - |
Formación de Brandon Cassidy Burns.
Rollins College (Florida) | Undergraduate Degree |
Crummer Graduate School of Business | Masters Business Admin |
Estadísticas
Internacional
Estados Unidos | 7 |
Operativa
Portfolio Manager-Equities | 3 |
Trading-Equity | 2 |
Trading-Fixed Income | 1 |
Sectorial
Finance | 5 |
Consumer Services | 3 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 4 |
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Alexander Read Investment Management, Inc.
Alexander Read Investment Management, Inc. Investment ManagersFinance Founded in 1997, Alexander Read Investment Management, Inc. is a registered investment advisor located in Winter Park, Florida with an additional office in Naples, Florida. The firm provides investment management services to high net-worth individuals, fiduciaries, business owners, entrepreneurs, pooled investment vehicles and charitable organizations. They manage equity, fixed-income and balanced portfolios. | Finance |
Lyons Wealth Management LLC
Lyons Wealth Management LLC Investment ManagersFinance Lyons Wealth Management LLC (Lyons) is an independent registered investment advisor headquartered in Winter Park, Florida. The firm was founded in 2009 and is primarily owned by Alexander Read. Lyons primarily provides customized investment management services to high-net-worth individuals, associated trusts, estates, mutual funds, and other legal entities. It serves as sub-advisor to an open-end mutual fund series’ Catalyst/Lyons Tactical Allocation Fund, which utilizes the Lyons Tactical Allocation Portfolio. | Finance |
City National Rochdale LLC
City National Rochdale LLC Investment ManagersFinance City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions. | Finance |
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families. | Finance |