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Charles O. Lee
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Historial de carrera de Charles O. Lee
Antiguos cargos conocidos de Charles O. Lee.
Empresas | Cargo | Inicio | Fin |
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David Wendell Associates, Inc.
![]() David Wendell Associates, Inc. Investment ManagersFinance David Wendell Associates, Inc. (DWA) is an independent, SEC-registered investment advisor headquartered in Portsmouth, New Hampshire. The firm was founded by David T. Wendell in 1979. DWA fee-only services to individuals and families, trusts, retirement accounts, charitable organizations, businesses and banks. It also provides investment advisory consulting services to a bank trust department, a private trustee firm, two law firms and an investment advisory firm. | Analyst-Equity | 03/04/2002 | 21/02/2006 |
Gestor de Cartera-Acciones | 03/04/2002 | 21/02/2006 | |
Portfolio Manager-Fixed Income | 03/04/2002 | 21/02/2006 | |
Presidente | 03/04/2002 | 21/02/2006 |
Estadísticas
Internacional
Estados Unidos | 2 |
Operativa
Analyst-Equity | 1 |
Portfolio Manager-Equities | 1 |
Portfolio Manager-Fixed Income | 1 |
Sectorial
Finance | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 1 |
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David Wendell Associates, Inc.
![]() David Wendell Associates, Inc. Investment ManagersFinance David Wendell Associates, Inc. (DWA) is an independent, SEC-registered investment advisor headquartered in Portsmouth, New Hampshire. The firm was founded by David T. Wendell in 1979. DWA fee-only services to individuals and families, trusts, retirement accounts, charitable organizations, businesses and banks. It also provides investment advisory consulting services to a bank trust department, a private trustee firm, two law firms and an investment advisory firm. | Finance |
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