![Chris Harvey](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Chris Harvey is a Head of Equity Strategy, Global Research, Economics & Strategy at Wells Fargo Securities LLC.
Mr. Harvey was previously employed as a Senior Analyst by Weeden & Co. LP, a Vice President by MEAG New York Corp., a Principal by Vantage Investment Advisors LLC, State Street Global Markets LLC, and a Financial Analyst by Merrill Lynch & Co., Inc. /Old/.
He also served on the board at Kellogg Partners Institutional Services LLC.
He received his undergraduate degree from Bucknell University and an MBA from New York University.
Aktive Positionen von Chris Harvey
| Unternehmen | Position | Beginn |
|---|---|---|
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Marktstratege | 01.01.2013 |
Ehemalige bekannte Positionen von Chris Harvey
| Unternehmen | Position | Ende |
|---|---|---|
Weeden & Co. LP
 Weeden & Co. LP Investment Banks/BrokersFinance Provides brokerage services | Analyst-Festverzinsliche Wertpapiere | 01.04.2013 |
MEAG New York Corp.
 MEAG New York Corp. Investment ManagersFinance MEAG NY manages all the main asset classes such as interest-bearing securities, equities, real estate, renewable energies and infrastructure, under one roof. | Chief Investment Officer | 31.05.2006 |
State Street Global Markets LLC
 State Street Global Markets LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Mariner Wealth Advisors /Old/
 Mariner Wealth Advisors /Old/ Investment ManagersFinance Vantage Investment Advisors' investment approach focuses on asset allocation. The firm may make changes to the asset class weightings within a client's long-term asset allocation in response to changes in economic conditions, analyst forecasts or market trends. Changes to the asset allocation may also occur periodically to ensure that the portfolio complements each client's investment goals and individual circumstances. Through rebalancing, a buy low, sell high investment strategy is implemented to return clients to their target asset mix. The firm does not view rebalancing as an automatic process. Instead, they carefully review current economic conditions, the client's individual profile and potential tax consequences before making adjustments. The firm primarily allocates client investment assets among various individual equity (stocks), debt (bonds) and fixed income securities, mutual funds and/or ETFs, and independent investment managers on a discretionary and non-discretionary basis in accordance with the client’s designated investment objectives. | Corporate Officer/Principal | - |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
Ausbildung von Chris Harvey
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
96
Beziehungen ersten Grades
9
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 9 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
MEAG New York Corp.
MEAG New York Corp. Investment ManagersFinance MEAG NY manages all the main asset classes such as interest-bearing securities, equities, real estate, renewable energies and infrastructure, under one roof. | Finance |
Weeden & Co. LP
Weeden & Co. LP Investment Banks/BrokersFinance Provides brokerage services | Finance |
State Street Global Markets LLC
State Street Global Markets LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Kellogg Partners Institutional Services LLC | |
Mariner Wealth Advisors /Old/
Mariner Wealth Advisors /Old/ Investment ManagersFinance Vantage Investment Advisors' investment approach focuses on asset allocation. The firm may make changes to the asset class weightings within a client's long-term asset allocation in response to changes in economic conditions, analyst forecasts or market trends. Changes to the asset allocation may also occur periodically to ensure that the portfolio complements each client's investment goals and individual circumstances. Through rebalancing, a buy low, sell high investment strategy is implemented to return clients to their target asset mix. The firm does not view rebalancing as an automatic process. Instead, they carefully review current economic conditions, the client's individual profile and potential tax consequences before making adjustments. The firm primarily allocates client investment assets among various individual equity (stocks), debt (bonds) and fixed income securities, mutual funds and/or ETFs, and independent investment managers on a discretionary and non-discretionary basis in accordance with the client’s designated investment objectives. | Finance |
Bucknell University
 Bucknell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
