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Perfil
Mr. Samuel A. Gilliland, Jr., is a Managing Director & Senior Advisor at Fieldpoint Private Securities LLC.
Mr. Gilliland joined Fieldpoint Private in December 2010.
Mr. Gilliland was previously employed as a Managing Director by Morgan Stanley Smith Barney LLC.
He received his undergraduate degree from Denison University.
Antiguos cargos conocidos de Samuel Alexander Gilliland.
| Empresas | Cargo | Fin |
|---|---|---|
Dominari Securities LLC (Investment Management)
 Dominari Securities LLC (Investment Management) Investment ManagersFinance DS-IM develops a volatility-targeted approach that determines the underlying recommendations, including the asset allocation and third-party manager selection, for each client’s goal. The volatility-targeted portfolio is also used to manage and monitor each client’s account and goals. Their primary approach is strategic asset allocation aimed at reducing over-all portfolio risk through diversification. The asset allocation aims to optimize the quantity and types of risk factors present in the portfolio. | Gestor de Cartera-Acciones | 01/05/2022 |
Morgan Stanley Smith Barney LLC
 Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/12/2010 |
Formación de Samuel Alexander Gilliland.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
92
Relaciones de 1er grado
3
Empresas vinculadas al 1er grado
Hombre
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Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
Denison University
 Denison University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Dominari Securities LLC (Investment Management)
Dominari Securities LLC (Investment Management) Investment ManagersFinance DS-IM develops a volatility-targeted approach that determines the underlying recommendations, including the asset allocation and third-party manager selection, for each client’s goal. The volatility-targeted portfolio is also used to manage and monitor each client’s account and goals. Their primary approach is strategic asset allocation aimed at reducing over-all portfolio risk through diversification. The asset allocation aims to optimize the quantity and types of risk factors present in the portfolio. | Finance |
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