Jim Bondelid
Director de Inversiones en A.H. Williams & Co. LP .
Perfil
Mr. James E.
Bondelid, CFA MBA, is a Chief Investment Officer at A.H.
Williams & Co. LP.
He has worked in the investment business since 1979.
Mr. Bondelid was previously employed as a Principal by 1919 Investment Counsel LLC, a Principal by First Interstate BancSystem Foundation, a Principal by Harris Trust & Savings Bank, and a Principal by PNC Advisors, NA (Boston, Massachusetts).
He received his MBA in Finance from the University of Washington.
Cargos activos de Jim Bondelid
| Empresas | Cargo | Inicio |
|---|---|---|
A.H. Williams & Co. LP
 A.H. Williams & Co. LP Investment ManagersFinance A.H. Williams & Co. LP (AHWCO) is an independent wealth management firm headquartered in Philadelphia, Pennsylvania. AHWCO was founded in 2009, and they specialize in discretionary investment management services for separately managed accounts (SMA) and private pooled investment funds. | Director de Inversiones | 01/02/2009 |
Antiguos cargos conocidos de Jim Bondelid.
| Empresas | Cargo | Fin |
|---|---|---|
| PNC Advisors, NA (Boston, Massachusetts) | Corporate Officer/Principal | - |
| First Interstate BancSystem Foundation | Corporate Officer/Principal | - |
| Harris Trust & Savings Bank | Corporate Officer/Principal | - |
1919 Investment Counsel LLC
 1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed its name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients. | Corporate Officer/Principal | - |
Formación de Jim Bondelid.
| University of Washington | Masters Business Admin |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
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Empresas relacionadas
| Empresas privadas | 5 |
|---|---|
A.H. Williams & Co. LP
A.H. Williams & Co. LP Investment ManagersFinance A.H. Williams & Co. LP (AHWCO) is an independent wealth management firm headquartered in Philadelphia, Pennsylvania. AHWCO was founded in 2009, and they specialize in discretionary investment management services for separately managed accounts (SMA) and private pooled investment funds. | Finance |
1919 Investment Counsel LLC
1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed its name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients. | Finance |
| First Interstate BancSystem Foundation | Miscellaneous |
| Harris Trust & Savings Bank | Finance |
| PNC Advisors, NA (Boston, Massachusetts) | Finance |
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