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Dan Powell
Analyst-Equity en Wilbanks, Smith & Thomas Asset Management LLC .
Cargos activos de Dan Powell
Empresas | Cargo | Inicio | Fin |
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Wilbanks, Smith & Thomas Asset Management LLC
![]() Wilbanks, Smith & Thomas Asset Management LLC Investment ManagersFinance Wilbanks, Smith & Thomas Asset Management LLC (WST) is a SEC-registered asset management firm headquartered in Norfolk, Virginia. In 2024, the firm was acquired by Clearstead Advisors LLC, a holding company. The firm was founded by Wayne Wilbanks in 1990. WST provides investment services for individuals, pension and profit-sharing plans, corporations, Taft Hartley organizations, municipalities, bank trust departments, trust companies, insurance companies, foundations, and endowments. | Analyst-Equity | 01/01/2016 | - |
Miembro del Comité de Inversión | 01/01/2016 | - | |
Gestor de Cartera-Acciones | 01/01/2016 | - |
Historial de carrera de Dan Powell
Antiguos cargos conocidos de Dan Powell.
Empresas | Cargo | Inicio | Fin |
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Heritage Wealth Advisors LLC
![]() Heritage Wealth Advisors LLC Investment ManagersFinance Heritage Wealth Advisors LLC (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Richmond, Virginia. The firm was founded in 2005 by Dee Ann Remo. Heritage offers investment advisory services to individuals, high net worth individuals, families, trusts and estates, business entities, non-profit organizations, retirement plans and other profit-sharing plans. | Analyst-Equity | 05/02/2014 | 24/03/2016 |
Director de Investigación - Acciones | 05/02/2014 | 24/03/2016 | |
Godsey & Gibb, Inc.
![]() Godsey & Gibb, Inc. Investment ManagersFinance Godsey & Gibb, Inc., do-business-as Godsey & Gibb Wealth Management, is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by Frank Gibb III and Joseph Godsey Jr. in 1985. Godsey & Gibb provides investment management, tax planning and preparation, financial planning, family wealth advising, retirement planning, estate planning, and insurance consulting services to individual and institutional clients. | Director de Investigación - Acciones | 01/01/2007 | - |
Miembro del Comité de Inversión | 07/11/2012 | - | |
Gestor de Cartera-Acciones | 07/11/2012 | - | |
Portfolio Manager-Fixed Income | 07/11/2012 | - |
Formación de Dan Powell.
University of Georgia | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 5 |
Operativa
Director of Research - Equity | 2 |
Investment Committee Member | 2 |
Portfolio Manager-Equities | 2 |
Sectorial
Finance | 4 |
Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 3 |
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Godsey & Gibb, Inc.
![]() Godsey & Gibb, Inc. Investment ManagersFinance Godsey & Gibb, Inc., do-business-as Godsey & Gibb Wealth Management, is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by Frank Gibb III and Joseph Godsey Jr. in 1985. Godsey & Gibb provides investment management, tax planning and preparation, financial planning, family wealth advising, retirement planning, estate planning, and insurance consulting services to individual and institutional clients. | Finance |
Heritage Wealth Advisors LLC
![]() Heritage Wealth Advisors LLC Investment ManagersFinance Heritage Wealth Advisors LLC (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Richmond, Virginia. The firm was founded in 2005 by Dee Ann Remo. Heritage offers investment advisory services to individuals, high net worth individuals, families, trusts and estates, business entities, non-profit organizations, retirement plans and other profit-sharing plans. | Finance |
Wilbanks, Smith & Thomas Asset Management LLC
![]() Wilbanks, Smith & Thomas Asset Management LLC Investment ManagersFinance Wilbanks, Smith & Thomas Asset Management LLC (WST) is a SEC-registered asset management firm headquartered in Norfolk, Virginia. In 2024, the firm was acquired by Clearstead Advisors LLC, a holding company. The firm was founded by Wayne Wilbanks in 1990. WST provides investment services for individuals, pension and profit-sharing plans, corporations, Taft Hartley organizations, municipalities, bank trust departments, trust companies, insurance companies, foundations, and endowments. | Finance |
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