Casey Flanagan
Miembro del Comité de Inversión en ZWJ Investment Counsel, Inc. .
Perfil
Mr. Casey J.
Flanagan, CFA, is a Director & Portfolio Manager at ZWJ Investment Counsel, Inc. He is also a member of the Investment Committee.
Mr. Flanagan was previously employed as an Associate Vice President & Portfolio Manager by Westwood Management Corp.
(Texas).
He earned a bachelor’s degree in Finance with honors from Southern Methodist University.
He is a CFA charterholder, and a member of the CFA Institute and the CFA Society Atlanta.
Cargos activos de Casey Flanagan
Empresas | Cargo | Inicio |
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ZWJ Investment Counsel, Inc.
ZWJ Investment Counsel, Inc. Investment ManagersFinance ZWJ Investment Counsel, Inc. (ZWJ) is a privately-held, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1974 as Zeliff Wallace Jackson Investment Counsel, Inc. ZWJ provides discretionary asset management services to individual persons, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations or similar business entities. | Miembro del Comité de Inversión | 01/10/2020 |
Antiguos cargos conocidos de Casey Flanagan.
Empresas | Cargo | Fin |
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Westwood Management Corp. (Texas)
Westwood Management Corp. (Texas) Investment ManagersFinance Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, and pooled investment vehicles. | Analyst-Equity | 01/08/2020 |
Formación de Casey Flanagan.
Southern Methodist University | Undergraduate Degree |
Experiencias
Funciones ocupadas
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Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Mujer
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Empresas relacionadas
Empresas privadas | 2 |
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Westwood Management Corp. (Texas)
Westwood Management Corp. (Texas) Investment ManagersFinance Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, and pooled investment vehicles. | Finance |
ZWJ Investment Counsel, Inc.
ZWJ Investment Counsel, Inc. Investment ManagersFinance ZWJ Investment Counsel, Inc. (ZWJ) is a privately-held, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1974 as Zeliff Wallace Jackson Investment Counsel, Inc. ZWJ provides discretionary asset management services to individual persons, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations or similar business entities. | Finance |
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