Vance Brown
Gestor de Cartera-Acciones en Kestra Advisory Services LLC .
Cargos activos de Vance Brown
Empresas | Cargo | Inicio | Fin |
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Kestra Advisory Services LLC
Kestra Advisory Services LLC Investment ManagersFinance Kestra Advisory Services LLC (KAS) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm is a direct subsidiary of Kestra Financial, Inc. KAS provides investment advisory services to individuals, banking or thrift institutions, pension and profit-sharing plans, charitable organizations, insurance companies, and corporations and other business organizations. | Gestor de Cartera-Acciones | 01/04/2023 | - |
Historial de carrera de Vance Brown
Antiguos cargos conocidos de Vance Brown.
Empresas | Cargo | Inicio | Fin |
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Williams Jones Wealth Management LLC
Williams Jones Wealth Management LLC Investment ManagersFinance Williams Jones Wealth Management LLC (Williams Jones) is a registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 2006 by Williams P. Jones, Jr. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Williams Jones provides portfolio management services on a fee-only basis to high-net-worth individuals, pooled investment vehicles, corporations, charitable organizations and pension and profit-sharing plans. | Gestor de Cartera-Acciones | 26/06/2006 | 01/04/2023 |
Grisanti Capital Management LLC
Grisanti Capital Management LLC Investment ManagersFinance Founded in 1999, Grisanti Capital Management LLC is a wealth management firm and registered investment advisor located in New York City. The firm was formerly known as Grisanti Brown & Partners LLC and as Spears Grisanti & Brown LLC. They provide investment management services to individuals, charitable organizations (such as endowments and foundations), tax-exempt entities (such as pension and profit-sharing plans), corporations, partnerships and other entities, as well as to the GCM Opportunity Fund LP. | Fundador | 01/06/1999 | 31/12/2012 |
Gestor de Cartera-Acciones | 01/06/1999 | 31/12/2012 | |
Spears, Benzak, Salomon & Farrell, Inc.
Spears, Benzak, Salomon & Farrell, Inc. Investment ManagersFinance Part of KeyCorp, Spears, Benzak, Salomon & Farrell, Inc. is an investment management firm. The company is based in White Plains, NY. The company was founded by Vince D. Farrell. Spears, Benzak, Salomon & Farrell was acquired by KeyCorp on April 13, 1995. | Corporate Officer/Principal | 31/05/1999 | 31/05/1999 |
Greenhaven Associates, Inc.
Greenhaven Associates, Inc. Investment ManagersFinance Greenhaven Associates, Inc. (Greenhaven) is an independent, SEC-registered investment advisor headquartered in Purchase, New York. The firm was founded by Edgar (Ed) Wachenheim III in 1988. Greenhaven manages discrete investment portfolios for clients on a discretionary basis. The firm's clients include individuals, trusts, foundations, pension plans, IRAs and endowments. In addition, Greenhaven manages substantial portfolios owned or controlled by Ed Wachenheim and his immediate family. | Corporate Officer/Principal | 01/01/1995 | 31/12/1998 |
Prudential-Bache Securities Canada Ltd. | Corporate Officer/Principal | 31/12/1989 | 31/12/1989 |
Williams, Jones & Associates LLC
Williams, Jones & Associates LLC Investment ManagersFinance Founded in 1988, Williams, Jones & Associates LLC is a wealth management firm and registered investment advisor located in New York City. The firm is a subsidiary of Williams, Jones & Associates, Inc. They manage investments in equity and fixed-income securities and select outside managers for hedge fund investments. Williams, Jones & Associates provides customized investment management services to individuals, family groups, retirement plans, institutions, trusts, estates and not-for-profit organizations. | Gestor de Cartera-Acciones | - | - |
Formación de Vance Brown.
Brown University | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 8 |
Canadá | 2 |
Operativa
Portfolio Manager-Equities | 4 |
Corporate Officer/Principal | 3 |
Founder | 1 |
Sectorial
Finance | 7 |
Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 7 |
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Grisanti Capital Management LLC
Grisanti Capital Management LLC Investment ManagersFinance Founded in 1999, Grisanti Capital Management LLC is a wealth management firm and registered investment advisor located in New York City. The firm was formerly known as Grisanti Brown & Partners LLC and as Spears Grisanti & Brown LLC. They provide investment management services to individuals, charitable organizations (such as endowments and foundations), tax-exempt entities (such as pension and profit-sharing plans), corporations, partnerships and other entities, as well as to the GCM Opportunity Fund LP. | Finance |
Prudential-Bache Securities Canada Ltd. | |
Greenhaven Associates, Inc.
Greenhaven Associates, Inc. Investment ManagersFinance Greenhaven Associates, Inc. (Greenhaven) is an independent, SEC-registered investment advisor headquartered in Purchase, New York. The firm was founded by Edgar (Ed) Wachenheim III in 1988. Greenhaven manages discrete investment portfolios for clients on a discretionary basis. The firm's clients include individuals, trusts, foundations, pension plans, IRAs and endowments. In addition, Greenhaven manages substantial portfolios owned or controlled by Ed Wachenheim and his immediate family. | Finance |
Spears, Benzak, Salomon & Farrell, Inc.
Spears, Benzak, Salomon & Farrell, Inc. Investment ManagersFinance Part of KeyCorp, Spears, Benzak, Salomon & Farrell, Inc. is an investment management firm. The company is based in White Plains, NY. The company was founded by Vince D. Farrell. Spears, Benzak, Salomon & Farrell was acquired by KeyCorp on April 13, 1995. | Finance |
Williams, Jones & Associates LLC
Williams, Jones & Associates LLC Investment ManagersFinance Founded in 1988, Williams, Jones & Associates LLC is a wealth management firm and registered investment advisor located in New York City. The firm is a subsidiary of Williams, Jones & Associates, Inc. They manage investments in equity and fixed-income securities and select outside managers for hedge fund investments. Williams, Jones & Associates provides customized investment management services to individuals, family groups, retirement plans, institutions, trusts, estates and not-for-profit organizations. | Finance |
Williams Jones Wealth Management LLC
Williams Jones Wealth Management LLC Investment ManagersFinance Williams Jones Wealth Management LLC (Williams Jones) is a registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 2006 by Williams P. Jones, Jr. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Williams Jones provides portfolio management services on a fee-only basis to high-net-worth individuals, pooled investment vehicles, corporations, charitable organizations and pension and profit-sharing plans. | Finance |
Kestra Advisory Services LLC
Kestra Advisory Services LLC Investment ManagersFinance Kestra Advisory Services LLC (KAS) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm is a direct subsidiary of Kestra Financial, Inc. KAS provides investment advisory services to individuals, banking or thrift institutions, pension and profit-sharing plans, charitable organizations, insurance companies, and corporations and other business organizations. | Finance |
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