Gary Robert Patterson
Gestor de Cartera-Acciones en The Bank of New York Mellon Corp. (Wealth Management) .
Cargos activos de Gary Robert Patterson
Empresas | Cargo | Inicio | Fin |
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The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Gestor de Cartera-Acciones | 30/04/2016 | - |
Historial de carrera de Gary Robert Patterson
Antiguos cargos conocidos de Gary Robert Patterson.
Empresas | Cargo | Inicio | Fin |
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Atherton Lane Advisers LLC
Atherton Lane Advisers LLC Investment ManagersFinance Founded in 2005, Atherton Lane Advisers LLC is a registered investment advisor based in Menlo Park, California. The firm provides wealth management and investment counseling services to their clients. Their clients include individuals, high net worth individuals, family entities, pension and profit sharing plans, trusts, estates, charitable organizations, academic endowments, corporations and other business entities. | Miembro del Comité de Inversión | 06/01/2011 | 30/06/2016 |
Gestor de Cartera-Acciones | 01/04/2013 | 30/06/2016 | |
Sutro & Co., Inc. | Corporate Officer/Principal | 01/01/1983 | - |
Hambrecht & Quist LLC | Corporate Officer/Principal | - | - |
The Portola Group, Inc.
The Portola Group, Inc. Investment ManagersFinance The Portola Group, Inc. (Portola) is an independent wealth management firm headquartered in Saint Helena, California. The firm was founded in 1979 by Robert Fitzwilson. Portola manages individual accounts for high-net worth individuals and families. | Corporate Officer/Principal | - | - |
Estadísticas
Internacional
Estados Unidos | 6 |
Operativa
Corporate Officer/Principal | 3 |
Portfolio Manager-Equities | 2 |
Investment Committee Member | 1 |
Sectorial
Finance | 6 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 5 |
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Atherton Lane Advisers LLC
Atherton Lane Advisers LLC Investment ManagersFinance Founded in 2005, Atherton Lane Advisers LLC is a registered investment advisor based in Menlo Park, California. The firm provides wealth management and investment counseling services to their clients. Their clients include individuals, high net worth individuals, family entities, pension and profit sharing plans, trusts, estates, charitable organizations, academic endowments, corporations and other business entities. | Finance |
The Portola Group, Inc.
The Portola Group, Inc. Investment ManagersFinance The Portola Group, Inc. (Portola) is an independent wealth management firm headquartered in Saint Helena, California. The firm was founded in 1979 by Robert Fitzwilson. Portola manages individual accounts for high-net worth individuals and families. | Finance |
Hambrecht & Quist LLC | Finance |
Sutro & Co., Inc. | Finance |
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Finance |