Perfil
Mr. Walter T.
Broughton, III CFA, is a Managing Director & Wealth Management Advisor at Merrill Lynch, Pierce, Fenner & Smith, Inc. He has over four decades of experience in financial services and joined Merrill Lynch in July 1987.
He is the founding member of the group and architect of the group’s research and investment methodologies.
Mr. Broughton focuses on portfolio management and select client relationships.
He is a designated Senior Portfolio Manager and over his 35 year career at Merrill has helped the company pioneer new investment management policies and platforms.
Mr. Broughton received his MBA in Finance at the University of Minnesota Twin Cities Campus and holds the Chartered Financial Analyst designation.
Cargos activos de Walter Thomas Broughton
| Empresas | Cargo | Inicio |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance MLPF&S uses various securities analysis methods, including fundamental, technical, quantitative and economic analyses. | Gestor de Cartera-Acciones | 01/07/1987 |
Antiguos cargos conocidos de Walter Thomas Broughton.
| Empresas | Cargo | Fin |
|---|---|---|
Merrill Lynch Private Client Group
Merrill Lynch Private Client Group Investment ManagersFinance Profile Unavailable | Gestor de Cartera-Acciones | - |
Formación de Walter Thomas Broughton.
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
University of Minnesota
University of Minnesota Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch Private Client Group
Merrill Lynch Private Client Group Investment ManagersFinance Profile Unavailable | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance MLPF&S uses various securities analysis methods, including fundamental, technical, quantitative and economic analyses. | Finance |
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