Historial de carrera de Stewart P. Neff
Antiguos cargos conocidos de Stewart P. Neff.
Empresas | Cargo | Inicio | Fin |
---|---|---|---|
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | Gestor de Cartera-Acciones | 14/12/2010 | 05/12/2014 |
Fleet National Bank (Providence, Rhode Island) | Corporate Officer/Principal | 01/01/1982 | - |
Fleet Bank, NA (Hartford, Connecticut) | Corporate Officer/Principal | - | - |
Royal Bank of Scotland Group Plc /Insurance Services Bus (3)/ | Corporate Officer/Principal | - | - |
Formación de Stewart P. Neff.
Tufts University | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 6 |
Operativa
Corporate Officer/Principal | 3 |
Undergraduate Degree | 1 |
Portfolio Manager-Equities | 1 |
Sectorial
Finance | 5 |
Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 4 |
---|---|
Fleet National Bank (Providence, Rhode Island) | Finance |
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | Finance |
Fleet Bank, NA (Hartford, Connecticut) | Finance |
Royal Bank of Scotland Group Plc /Insurance Services Bus (3)/ | Finance |
- Bolsa de valores
- Insiders
- Stewart P. Neff
- Experiencia