Perfil
Craig Thomas Forbes was the founder and Chairman Emeritus of Alpha Omega Wealth Management LLC, which was founded in 2009.
He held the title of Chairman Emeritus from 2009 to 2023.
Mr. Forbes also worked as a Principal at SunTrust Capital Markets, Inc. Mr. Forbes received an MBA from The College of William & Mary and completed his undergraduate degree at Virginia Military Institute.
Antiguos cargos conocidos de Craig Thomas Forbes.
| Empresas | Cargo | Fin |
|---|---|---|
Alpha Omega Wealth Management LLC
Alpha Omega Wealth Management LLC Investment ManagersFinance Alpha Omega uses several methods of investment analysis and investment strategies to provide services to their clients. The firm’s investment philosophy is grounded in the principle of seeking value. Through thoughtful asset allocation, diversification, and security selection they seek to construct enduring portfolios for their clients. | Director Ejecutivo | 01/12/2023 |
SunTrust Capital Markets, Inc.
SunTrust Capital Markets, Inc. Investment Banks/BrokersFinance Provides brokerages services | Corporate Officer/Principal | - |
Formación de Craig Thomas Forbes.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
SunTrust Capital Markets, Inc.
SunTrust Capital Markets, Inc. Investment Banks/BrokersFinance Provides brokerages services | Finance |
The College of William & Mary
The College of William & Mary Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Virginia Military Institute
Virginia Military Institute Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Alpha Omega Wealth Management LLC
Alpha Omega Wealth Management LLC Investment ManagersFinance Alpha Omega uses several methods of investment analysis and investment strategies to provide services to their clients. The firm’s investment philosophy is grounded in the principle of seeking value. Through thoughtful asset allocation, diversification, and security selection they seek to construct enduring portfolios for their clients. | Finance |
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