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Joshua Wein
Gestor de Cartera-Acciones en Hennessy Advisors, Inc. (Investment Management) .
Perfil
Mr. Lawrence J.
Wein is a Portfolio Manager at Hennessy Advisors, Inc.
Prior to joining Hennessy Funds in 2018, Mr. Wein served as Director of Alternative Investments and Co-Portfolio Manager at Sterling Capital Management and as Portfolio Manager at Bellator Capital Partners.
He also worked as an associate equity research analyst at First Union Securities.
He received a BBA in Finance from Emory University and an MBA from Vanderbilt University.
He is a CAIA charterholder and member of the CFA Society North Carolina and the Chartered Financial Analyst Institute.
Cargos activos de Joshua Wein
Empresas | Cargo | Inicio |
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Hennessy Advisors, Inc. (Investment Management)
![]() Hennessy Advisors, Inc. (Investment Management) Investment ManagersFinance Hennessy Advisors, Inc. (Investment Management) (Hennessy-IM) is the investment management division of Hennessy Advisors, Inc. (NASDAQ: HNNA), a publicly traded firm headquartered in Novato, California. The firm was founded by Neil J. Hennessy in 1989. Hennessy-IM provides investment advisory services to no-load mutual funds, as well as high-net worth investors primarily located in the US. The firm oversees, services, and markets the family of Hennessy Funds. | Gestor de Cartera-Acciones | 01/01/2018 |
Antiguos cargos conocidos de Joshua Wein.
Empresas | Cargo | Fin |
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BB&T Asset Management, Inc.
![]() BB&T Asset Management, Inc. Investment ManagersFinance Founded in 2000, BB&T Asset Management, Inc. is a registered investment advisor headquartered n Raleigh, North Carolina. The firm is a wholly owned subsidiary of BB&T Corporation (NYSE: BBT). BB&T Asset Management's clients include corporations, institutions, endowments, foundations, employee benefit and retirement plans, governmental entities, wealthy families and individuals. The firm manages separate client-focused equity, fixed-income and balanced portfolios. They also manage a variety of mutual funds. | Corporate Officer/Principal | 30/09/2010 |
Sterling Capital Management LLC
![]() Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (Sterling) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970 and is an independently operated subsidiary of Truist Financial Corp. (NYSE: TFC). Sterling provides investment management services to a diverse group of clients ranging from retail to corporations and non-profits. | Analyst-Equity | - |
First Union Securities | Analyst-Equity | - |
Bellator Capital Partners LLC
![]() Bellator Capital Partners LLC Investment ManagersFinance Bellator Capital Partners LLC is a hedge fund company located in Sea Cliff, New York. | Director de Inversiones | 31/12/2007 |
Formación de Joshua Wein.
Vanderbilt University | Masters Business Admin |
Goizueta Business School-Emory | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
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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 | 5 |
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Sterling Capital Management LLC
![]() Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (Sterling) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970 and is an independently operated subsidiary of Truist Financial Corp. (NYSE: TFC). Sterling provides investment management services to a diverse group of clients ranging from retail to corporations and non-profits. | Finance |
BB&T Asset Management, Inc.
![]() BB&T Asset Management, Inc. Investment ManagersFinance Founded in 2000, BB&T Asset Management, Inc. is a registered investment advisor headquartered n Raleigh, North Carolina. The firm is a wholly owned subsidiary of BB&T Corporation (NYSE: BBT). BB&T Asset Management's clients include corporations, institutions, endowments, foundations, employee benefit and retirement plans, governmental entities, wealthy families and individuals. The firm manages separate client-focused equity, fixed-income and balanced portfolios. They also manage a variety of mutual funds. | Finance |
Hennessy Advisors, Inc. (Investment Management)
![]() Hennessy Advisors, Inc. (Investment Management) Investment ManagersFinance Hennessy Advisors, Inc. (Investment Management) (Hennessy-IM) is the investment management division of Hennessy Advisors, Inc. (NASDAQ: HNNA), a publicly traded firm headquartered in Novato, California. The firm was founded by Neil J. Hennessy in 1989. Hennessy-IM provides investment advisory services to no-load mutual funds, as well as high-net worth investors primarily located in the US. The firm oversees, services, and markets the family of Hennessy Funds. | Finance |
First Union Securities | Finance |
Bellator Capital Partners LLC
![]() Bellator Capital Partners LLC Investment ManagersFinance Bellator Capital Partners LLC is a hedge fund company located in Sea Cliff, New York. | Finance |
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