Charles Otto Posnecker
Trading-Equity en Bryn Mawr Capital Management LLC .
Perfil
Mr. Charles O.
Posnecker is a Director of Portfolio Management at Bryn Mawr Capital Management LLC.
His responsibilities include working closely with high net worth clients in managing their portfolios as well as assisting with trading functions.
Prior to joining the firm he was working for Christiana Trust, a division of WSFS Bank, for 12 years in their personal trust and investment groups.
He graduated from the University of Nevada, Las Vegas, where he received his BSBA in International Business and MBA-Finance concentration.
He obtained Chartered Financial Analyst designation in 2016
Cargos activos de Charles Otto Posnecker
| Empresas | Cargo | Inicio |
|---|---|---|
Bryn Mawr Capital Management LLC
 Bryn Mawr Capital Management LLC Investment ManagersFinance Bryn Mawr Capital Management LLC (BMCM) is a registered investment advisor headquartered in Philadelphia, Pennsylvania. Formerly known as WSFS Capital Management LLC, the firm was founded in 1994 as West Capital Management LLC. They are a wholly-owned subsidiary of WSFS Financial Corp. (NASDAQ: WSFS). BMCM provides financial planning, consulting and investment management services to individuals, qualified plans, trusts, estates, charitable organizations, corporations and business entities. | Trading-Equity | 01/01/2023 |
Antiguos cargos conocidos de Charles Otto Posnecker.
| Empresas | Cargo | Fin |
|---|---|---|
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. | Trading-Equity | 01/01/2023 |
| Christiana Trust Wealth Management C (580532) | Corporate Officer/Principal | 01/09/2017 |
Formación de Charles Otto Posnecker.
| University of Nevada | Masters Business Admin |
Experiencias
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas relacionadas
| Empresas privadas | 3 |
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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 |
Bryn Mawr Capital Management LLC
Bryn Mawr Capital Management LLC Investment ManagersFinance Bryn Mawr Capital Management LLC (BMCM) is a registered investment advisor headquartered in Philadelphia, Pennsylvania. Formerly known as WSFS Capital Management LLC, the firm was founded in 1994 as West Capital Management LLC. They are a wholly-owned subsidiary of WSFS Financial Corp. (NASDAQ: WSFS). BMCM provides financial planning, consulting and investment management services to individuals, qualified plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
| Christiana Trust Wealth Management C (580532) | Finance |
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