David Alfred Baratta
Chief Investment Officer bei Waypoint Capital Advisors LLC
Aktive Positionen von David Alfred Baratta
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Waypoint Capital Advisors LLC
Waypoint Capital Advisors LLC Investment ManagersFinance Waypoint Capital Advisors LLC (WCA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Minneapolis, Minnesota. The firm was formerly known as Sebago Capital LLC and changed their name to Waypoint Capital Advisors in 2015. WCA provides wealth management and investment advisory services to affluent individuals and families and their related entities that may include trusts, estates, charitable organizations and corporations. | Chief Investment Officer | 01.02.2005 | - |
Compliance Officer | 01.02.2005 | - | |
Portfolio Manager-Aktien | 01.02.2005 | - |
Karriereverlauf von David Alfred Baratta
Ehemalige bekannte Positionen von David Alfred Baratta
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Wall Street Associates LLC
Wall Street Associates LLC Investment ManagersFinance Founded in 1987, Wall Street Associates LLC is a registered investment advisor located in La Jolla, California. The firm is a subsidiary of Wall Street Associates II LLC. They manage growth portfolios primarily invested in domestic equity securities for institutional investors and private clients. WSA provides fully discretionary and model equity investment advisory services for a variety of clients. In addition, the firm serves as sub-advisor for accounts that are co-managed by other non-affiliated investment advisers. WSA also serves as a sub-advisor to open-ended mutual funds sponsored by unrelated NYSE member firms. | Portfolio Manager-Aktien | 01.01.1999 | 31.12.2006 |
Corporate Officer/Principal | 01.01.1999 | 31.12.2006 | |
Morgan Grenfell, Inc. | Corporate Officer/Principal | 01.06.1999 | 01.06.1999 |
Ausbildung von David Alfred Baratta
Fordham University | Masters Business Admin |
University of Southern Maine | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 6 |
Operativ
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 2 |
Chief Investment Officer | 1 |
Sektoral
Finance | 3 |
Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 3 |
---|---|
Wall Street Associates LLC
Wall Street Associates LLC Investment ManagersFinance Founded in 1987, Wall Street Associates LLC is a registered investment advisor located in La Jolla, California. The firm is a subsidiary of Wall Street Associates II LLC. They manage growth portfolios primarily invested in domestic equity securities for institutional investors and private clients. WSA provides fully discretionary and model equity investment advisory services for a variety of clients. In addition, the firm serves as sub-advisor for accounts that are co-managed by other non-affiliated investment advisers. WSA also serves as a sub-advisor to open-ended mutual funds sponsored by unrelated NYSE member firms. | Finance |
Waypoint Capital Advisors LLC
Waypoint Capital Advisors LLC Investment ManagersFinance Waypoint Capital Advisors LLC (WCA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Minneapolis, Minnesota. The firm was formerly known as Sebago Capital LLC and changed their name to Waypoint Capital Advisors in 2015. WCA provides wealth management and investment advisory services to affluent individuals and families and their related entities that may include trusts, estates, charitable organizations and corporations. | Finance |
Morgan Grenfell, Inc. |
- Börse
- Insiders
- David Alfred Baratta
- Erfahrung