![Scott Thompson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Perfil
Mr. Scott Thompson, III, is a Managing Director at Atlantic Trust Private Wealth Management.
Prior to joining Atlantic Trust in March 2004, Mr. Thompson was a senior manager in the high net worth division of Wachovia Bank.
Prior to joining Wachovia, he was a Portfolio Manager and Trust Officer with Virginia Commonwealth Trust Company.
Mr. Thompson earned his BA in Finance at James Madison University and is a graduate of The Southeastern Trust School of Campbell University and the ABA National Graduate Trust School.
Additionally, he is a Certified Trust and Financial Advisor.
Antiguos cargos conocidos de Scott Thompson.
| Empresas | Cargo | Fin |
|---|---|---|
Stein Roe Investment Counsel LLC
 Stein Roe Investment Counsel LLC Investment ManagersFinance Portfolio managers, research analysts and investment strategists work together to construct the most appropriate portfolio to meet each client's objectives. Growth stocks serve as the core of every client's equity portfolio. In addition, Stein uses opportunity stocks to provide an element of balance and diversity in each portfolio. Opportunity stocks include attractively priced companies with more modest growth rates as well as special situations that are value driven. Their fixed-income investment process incorporates both top-down and bottom-up factors by emphasizing three key components: yield curve management, sector analysis and individual security selection. After determining asset allocation guidelines in league with their clients, Roe employs a 'best of breed' approach to implementation over a variety of asset classes. For many of their clients they utilize external expertise in niche areas that complement their core portfolio structure (these may include small capitalization stocks, international equities and alternative investments). | Gestor de Cartera-Acciones | 31/12/2003 |
Wachovia Bank NA (Charlotte, North Carolina)
 Wachovia Bank NA (Charlotte, North Carolina) Major BanksFinance Provides commercial banking services | Corporate Officer/Principal | - |
Formación de Scott Thompson.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
85
Relaciones de 1er grado
4
Empresas vinculadas al 1er grado
Hombre
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Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
Stein Roe Investment Counsel LLC
Stein Roe Investment Counsel LLC Investment ManagersFinance Portfolio managers, research analysts and investment strategists work together to construct the most appropriate portfolio to meet each client's objectives. Growth stocks serve as the core of every client's equity portfolio. In addition, Stein uses opportunity stocks to provide an element of balance and diversity in each portfolio. Opportunity stocks include attractively priced companies with more modest growth rates as well as special situations that are value driven. Their fixed-income investment process incorporates both top-down and bottom-up factors by emphasizing three key components: yield curve management, sector analysis and individual security selection. After determining asset allocation guidelines in league with their clients, Roe employs a 'best of breed' approach to implementation over a variety of asset classes. For many of their clients they utilize external expertise in niche areas that complement their core portfolio structure (these may include small capitalization stocks, international equities and alternative investments). | Finance |
Wachovia Bank NA (Charlotte, North Carolina)
Wachovia Bank NA (Charlotte, North Carolina) Major BanksFinance Provides commercial banking services | Finance |
Campbell University
 Campbell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
James Madison University
 James Madison University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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