Daniel Pinard
Portfolio Manager-Aktien bei Westwood Advisors LLC
Aktive Positionen von Daniel Pinard
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Westwood Advisors LLC
Westwood Advisors LLC Investment ManagersFinance Westwood Advisors LLC is a SEC-registered wealth management firm headquartered in Dallas, Texas. The firm was founded in 1986 as McCarthy Group Advisors LLC and was acquired by Westwood Holdings Group, Inc. (NYSE: WHG) in 2010. Westwood Advisors offers high-conviction equity and outcome-oriented solutions to institutional investors, private wealth clients, and financial intermediaries. | Portfolio Manager-Aktien | 01.04.2015 | - |
Karriereverlauf von Daniel Pinard
Ehemalige bekannte Positionen von Daniel Pinard
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Woodway Financial Advisors
Woodway Financial Advisors Investment ManagersFinance Founded in 1982 by Judy Bozeman, Woodway Financial Advisors is an investment advisor located in Houston, Texas. The firm's services include financial planning, investment management and estate and trust administration. Their clients include individuals, families, estates, trusts and institutions. | Analyst-Equity | 01.08.2013 | 01.04.2015 |
Portfolio Manager-Aktien | 01.08.2013 | 01.04.2015 | |
Cougar Investment Fund LLC | Corporate Officer/Principal | 31.07.2013 | 31.07.2013 |
Ausbildung von Daniel Pinard
Texas A&M University | Undergraduate Degree |
University of Houston | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 6 |
Operativ
Portfolio Manager-Equities | 2 |
Analyst-Equity | 1 |
Corporate Officer/Principal | 1 |
Sektoral
Finance | 3 |
Consumer Services | 3 |
Miscellaneous | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 3 |
---|---|
Cougar Investment Fund LLC | Miscellaneous |
Woodway Financial Advisors
Woodway Financial Advisors Investment ManagersFinance Founded in 1982 by Judy Bozeman, Woodway Financial Advisors is an investment advisor located in Houston, Texas. The firm's services include financial planning, investment management and estate and trust administration. Their clients include individuals, families, estates, trusts and institutions. | Finance |
Westwood Advisors LLC
Westwood Advisors LLC Investment ManagersFinance Westwood Advisors LLC is a SEC-registered wealth management firm headquartered in Dallas, Texas. The firm was founded in 1986 as McCarthy Group Advisors LLC and was acquired by Westwood Holdings Group, Inc. (NYSE: WHG) in 2010. Westwood Advisors offers high-conviction equity and outcome-oriented solutions to institutional investors, private wealth clients, and financial intermediaries. | Finance |
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