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William Elliot Driscoll
Director de Investigación - Acciones en Oak Family Advisors LLC .
Cargos activos de William Elliot Driscoll
Empresas | Cargo | Inicio | Fin |
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Oak Family Advisors LLC
![]() Oak Family Advisors LLC Investment ManagersFinance Oak Family Advisors LLC (OFA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was formerly known as Betterman Investment Group LLC and is principally owned by Oak Family Holdings LLC. OFA provides personalized confidential investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Director de Investigación - Acciones | 01/10/2019 | - |
Historial de carrera de William Elliot Driscoll
Antiguos cargos conocidos de William Elliot Driscoll.
Empresas | Cargo | Inicio | Fin |
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Curi RMB Capital LLC
![]() Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. | Gestor de Cartera-Acciones | 01/03/2006 | 01/03/2015 |
Talon Asset Management, Inc.
![]() Talon Asset Management, Inc. Investment ManagersFinance Founded in 1994 by Terry Diamond and Alan Wilson, Talon Asset Management LLC is a registered investment advisor located in Chicago, Illinois. The firm also serves as an ERISA qualified manager. They offer a variety of investment vehicles and services, including: (1) individually managed equity, fixed-income and balanced portfolio accounts (2) hedge funds and (3) private equity/venture capital investment opportunities. Their clients include managing equity, fixed-income and balanced portfolios for individuals, retirement funds, foundations and family partnerships. They manage the Talon Sharpridge QO LLC and the Talon Opportunity Partners LP. | Analyst-Equity | 01/05/2004 | 31/03/2006 |
Evergreen Asset Management, Inc. | Corporate Officer/Principal | - | - |
Alex. Brown & Sons, Inc. | Corporate Officer/Principal | - | - |
Formación de William Elliot Driscoll.
Colby College | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 7 |
Operativa
Corporate Officer/Principal | 2 |
Analyst-Equity | 1 |
Portfolio Manager-Equities | 1 |
Sectorial
Finance | 6 |
Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 5 |
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Talon Asset Management, Inc.
![]() Talon Asset Management, Inc. Investment ManagersFinance Founded in 1994 by Terry Diamond and Alan Wilson, Talon Asset Management LLC is a registered investment advisor located in Chicago, Illinois. The firm also serves as an ERISA qualified manager. They offer a variety of investment vehicles and services, including: (1) individually managed equity, fixed-income and balanced portfolio accounts (2) hedge funds and (3) private equity/venture capital investment opportunities. Their clients include managing equity, fixed-income and balanced portfolios for individuals, retirement funds, foundations and family partnerships. They manage the Talon Sharpridge QO LLC and the Talon Opportunity Partners LP. | Finance |
Curi RMB Capital LLC
![]() Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. | Finance |
Alex. Brown & Sons, Inc. | Finance |
Evergreen Asset Management, Inc. | Finance |
Oak Family Advisors LLC
![]() Oak Family Advisors LLC Investment ManagersFinance Oak Family Advisors LLC (OFA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was formerly known as Betterman Investment Group LLC and is principally owned by Oak Family Holdings LLC. OFA provides personalized confidential investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Finance |