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Brendan James Wagner
Analyst-Equity en A. Montag & Associates, Inc. .
Cargos activos de Brendan James Wagner
Empresas | Cargo | Inicio | Fin |
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A. Montag & Associates, Inc.
![]() A. Montag & Associates, Inc. Investment ManagersFinance A. Montag & Associates, Inc. (MONTAG) is an independent wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Louis Anthony (Tony) Montag in 1982. MONTAG provides portfolio management and general consulting services to individuals, families, trusts, estates, charitable organizations and foundations and other endowed institutions. | Analyst-Equity | 01/04/2017 | - |
Gestor de Cartera-Acciones | 01/04/2017 | - |
Historial de carrera de Brendan James Wagner
Antiguos cargos conocidos de Brendan James Wagner.
Empresas | Cargo | Inicio | Fin |
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Gratus Capital LLC
![]() Gratus Capital LLC Investment ManagersFinance Gratus Capital LLC is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Hank McLarty in 2006 as Gratus Capital Management LLC. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Gratus Capital provides investment management services on a discretionary and non-discretionary basis to individuals, families, high net worth individuals, retirement accounts, ERISA plans, charities, limited partnerships, and other businesses. They also serve as the investment manager of several private funds. | Analyst-Equity | 01/05/2016 | 01/04/2017 |
Trading-Equity | 01/05/2016 | 01/04/2017 | |
Spectrum Advisory Services, Inc.
![]() Spectrum Advisory Services, Inc. Investment ManagersFinance Founded in 1991, Spectrum Advisory Services, Inc. (SAS) is an investment advisor located in Atlanta, Georgia. The firm is a subsidiary of Gratus Capital LLC and their ultimate parent is Focus Financial Partners LLC. The firm provides personalized confidential investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses. | Analyst-Equity | 01/06/2010 | 30/04/2016 |
Analista-Renta Fija | 01/06/2010 | 30/04/2016 | |
Gestor de Cartera-Acciones | 01/06/2010 | 30/04/2016 | |
Trading-Fixed Income | 01/06/2010 | 30/04/2016 |
Formación de Brendan James Wagner.
Boston College | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 5 |
Operativa
Analyst-Equity | 3 |
Portfolio Manager-Equities | 2 |
Analyst-Fixed Income | 1 |
Sectorial
Finance | 4 |
Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 3 |
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Spectrum Advisory Services, Inc.
![]() Spectrum Advisory Services, Inc. Investment ManagersFinance Founded in 1991, Spectrum Advisory Services, Inc. (SAS) is an investment advisor located in Atlanta, Georgia. The firm is a subsidiary of Gratus Capital LLC and their ultimate parent is Focus Financial Partners LLC. The firm provides personalized confidential investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses. | Finance |
Gratus Capital LLC
![]() Gratus Capital LLC Investment ManagersFinance Gratus Capital LLC is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Hank McLarty in 2006 as Gratus Capital Management LLC. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Gratus Capital provides investment management services on a discretionary and non-discretionary basis to individuals, families, high net worth individuals, retirement accounts, ERISA plans, charities, limited partnerships, and other businesses. They also serve as the investment manager of several private funds. | Finance |
A. Montag & Associates, Inc.
![]() A. Montag & Associates, Inc. Investment ManagersFinance A. Montag & Associates, Inc. (MONTAG) is an independent wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Louis Anthony (Tony) Montag in 1982. MONTAG provides portfolio management and general consulting services to individuals, families, trusts, estates, charitable organizations and foundations and other endowed institutions. | Finance |
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