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Mark Kelly
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Historial de carrera de Mark Kelly
Antiguos cargos conocidos de Mark Kelly.
Empresas | Cargo | Inicio | Fin |
---|---|---|---|
Coopers & Lybrand LLP | Corporate Officer/Principal | - | - |
Copper Beech Advisors LLC
![]() Copper Beech Advisors LLC Investment ManagersFinance Part of Royal Bank of Canada, Copper Beech Advisors LLC is a company that provides investment advice. The company is based in Malvern, PA. The company was founded by Mark Kelly. | Fundador | - | - |
The Pitcairn Trust Co.
![]() The Pitcairn Trust Co. Investment ManagersFinance The Pitcairn Trust Co. is one of the preeminent multi-family offices, dedicated to helping families protect and grow their substantial financial assets and unique heritage across multiple generations. Pitcairn has been recognized as an innovator and leader in the multi-family office space since its inception in 1923. It delivers objective advice and customized services. | Corporate Officer/Principal | - | - |
Convergent Wealth Advisors LLC
![]() Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Miembro del Comité de Inversión | 20/09/2010 | - |
Gestor de Cartera-Acciones | 20/09/2010 | - |
Formación de Mark Kelly.
The Pennsylvania State University | Undergraduate Degree |
Widener University | Graduate Degree |
Estadísticas
Internacional
Estados Unidos | 6 |
Italia | 2 |
Operativa
Corporate Officer/Principal | 2 |
Investment Committee Member | 1 |
Portfolio Manager-Equities | 1 |
Sectorial
Finance | 4 |
Consumer Services | 3 |
Commercial Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 4 |
---|---|
Coopers & Lybrand LLP | Commercial Services |
Copper Beech Advisors LLC
![]() Copper Beech Advisors LLC Investment ManagersFinance Part of Royal Bank of Canada, Copper Beech Advisors LLC is a company that provides investment advice. The company is based in Malvern, PA. The company was founded by Mark Kelly. | Finance |
Convergent Wealth Advisors LLC
![]() Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Finance |
The Pitcairn Trust Co.
![]() The Pitcairn Trust Co. Investment ManagersFinance The Pitcairn Trust Co. is one of the preeminent multi-family offices, dedicated to helping families protect and grow their substantial financial assets and unique heritage across multiple generations. Pitcairn has been recognized as an innovator and leader in the multi-family office space since its inception in 1923. It delivers objective advice and customized services. | Finance |
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