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Callum Mark Wells
Portfolio Manager-Aktien bei Castlefield Investment Partners LLP
Profil
Mr. Callum M.
Wells is an Investment Manager at Castlefield Investment Partners LLP.
Mr. Wells was previously employed as an Associate Portfolio Manager by Brown Advisory Ltd.
He currently holds the CFA society’s Investment Management Certificate (IMC) and the Chartered Institute for Securities and Investment’s Investment Advice Diploma in securities.
He achieved his BA (Hons) in Accounting & Finance from Leeds Metropolitan University in 2013.
Aktive Positionen von Callum Mark Wells
Unternehmen | Position | Beginn |
---|---|---|
Castlefield Investment Partners LLP
![]() Castlefield Investment Partners LLP Investment ManagersFinance Castlefield Investment Partners LLP (Castlefield) is the investment management subsidiary of Castlefield Partners Ltd. in Great Britain. Established in 2002, the firm is based in Manchester is a specialist investment manager for institutional investors, primarily charities and group pension schemes. The firm operates under the trading name Castlefield Investments and manages the Castlefield Premier family of funds. | Portfolio Manager-Aktien | 01.10.2023 |
Ehemalige bekannte Positionen von Callum Mark Wells
Unternehmen | Position | Ende |
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Brown Advisory Ltd.
![]() Brown Advisory Ltd. Investment ManagersFinance Brown Advisory Ltd. is an investment management and strategic advisory firm headquartered in London, UK. The firm was founded in 2007 and is a wholly owned subsidiary of Brown Advisory Management LLC in the US. Brown Advisory provides discretionary investment management services to private clients who include high net-worth individuals and families, individual retirement plans, trusts, estates, charities, corporates and other taxable individual accounts. | Analyst-Equity | 01.05.2022 |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
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Unternehmen ersten Grades
Herr
Frau
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Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 2 |
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Brown Advisory Ltd.
![]() Brown Advisory Ltd. Investment ManagersFinance Brown Advisory Ltd. is an investment management and strategic advisory firm headquartered in London, UK. The firm was founded in 2007 and is a wholly owned subsidiary of Brown Advisory Management LLC in the US. Brown Advisory provides discretionary investment management services to private clients who include high net-worth individuals and families, individual retirement plans, trusts, estates, charities, corporates and other taxable individual accounts. | Finance |
Castlefield Investment Partners LLP
![]() Castlefield Investment Partners LLP Investment ManagersFinance Castlefield Investment Partners LLP (Castlefield) is the investment management subsidiary of Castlefield Partners Ltd. in Great Britain. Established in 2002, the firm is based in Manchester is a specialist investment manager for institutional investors, primarily charities and group pension schemes. The firm operates under the trading name Castlefield Investments and manages the Castlefield Premier family of funds. | Finance |