David L. Roberts
No más puestos en curso
Fortuna: 545 004 $ al 31/03/2024
Perfil
Mr. David L.
Roberts is Lead Manager at Wells Capital Management, Inc. Mr. Roberts joined the firm in 1998 as the Equity Income Managing Director.
He was previously employed as a Managing Director by Norwest Bank Montana NA.
Mr. Roberts earned his BA in mathematics from Carroll College.
He is a CFA charterholder.
Participaciones conocidas en empresas públicas
Empresa | Fecha | Número de acciones | Valoración | Fecha de valoración |
---|---|---|---|---|
31/08/2023 | 704 968 ( 0.43% ) | 545 004 $ | 31/03/2024 |
Antiguos cargos conocidos de David L. Roberts.
Empresas | Cargo | Fin |
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Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Head-Equity Investments | 30/06/2006 |
Wells Fargo Bank Montana, NA
Wells Fargo Bank Montana, NA Major BanksFinance Headquartered in Billings, Montana, Wells Fargo Bank Montana NA is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services | Corporate Officer/Principal | 01/01/1999 |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Corporate Officer/Principal | - |
Formación de David L. Roberts.
Carroll University, Inc. | Undergraduate Degree |
Experiencias
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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 | 2 |
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Wells Fargo Bank Montana, NA
Wells Fargo Bank Montana, NA Major BanksFinance Headquartered in Billings, Montana, Wells Fargo Bank Montana NA is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services | Finance |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Finance |
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