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Karriereverlauf von Jennifer Ross Willson
Ehemalige bekannte Positionen von Jennifer Ross Willson
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
United Capital Financial Advisers LLC
![]() United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers. | Portfolio Manager-Aktien | 01.08.2008 | 05.03.2020 |
William Blair Capital Management LLC
![]() William Blair Capital Management LLC Investment ManagersFinance Founded by William McCormick Blair in 1935, William Blair Capital Management LLC is a registered investment advisor headquartered in Chicago. The firm is a subsidiary of William Blair & Co. LLC, an independent investment firm and broker/dealer that offers investment banking, equity research, institutional and private brokerage, asset management and private capital to individual, institutional and issuing clients. The firm was known as Blair, Bonner & Co. until 1941 | Analyst-Equity | 01.01.1998 | 31.12.2002 |
Harris Associates LP
![]() Harris Associates LP Investment ManagersFinance Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles. | Corporate Officer/Principal | 01.01.1993 | 31.12.1997 |
Integrated Financial Management. Inc.
![]() Integrated Financial Management. Inc. Investment ManagersFinance Founded in 1988 by Wheeler E. Chapman III, Integrated Financial Management, Inc. is an independent, registered investment advisor located in Northbrook, Illinois. The firm provides services to individuals, trusts, institutions and corporate retirement plans. | Analyst-Equity | 01.01.2003 | - |
Analyst-Festverzinsliche Wertpapiere | 01.01.2003 | - | |
Mitglied des Investmentausschusses | 01.01.2003 | - | |
Portfolio Manager-Aktien | 20.10.2010 | - | |
Portfolio Manager-Fixed Income | 20.10.2010 | - |
Ausbildung von Jennifer Ross Willson
Colgate University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 6 |
Operativ
Analyst-Equity | 2 |
Portfolio Manager-Equities | 2 |
Analyst-Fixed Income | 1 |
Sektoral
Finance | 5 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 4 |
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Integrated Financial Management. Inc.
![]() Integrated Financial Management. Inc. Investment ManagersFinance Founded in 1988 by Wheeler E. Chapman III, Integrated Financial Management, Inc. is an independent, registered investment advisor located in Northbrook, Illinois. The firm provides services to individuals, trusts, institutions and corporate retirement plans. | Finance |
William Blair Capital Management LLC
![]() William Blair Capital Management LLC Investment ManagersFinance Founded by William McCormick Blair in 1935, William Blair Capital Management LLC is a registered investment advisor headquartered in Chicago. The firm is a subsidiary of William Blair & Co. LLC, an independent investment firm and broker/dealer that offers investment banking, equity research, institutional and private brokerage, asset management and private capital to individual, institutional and issuing clients. The firm was known as Blair, Bonner & Co. until 1941 | Finance |
Harris Associates LP
![]() Harris Associates LP Investment ManagersFinance Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles. | Finance |
United Capital Financial Advisers LLC
![]() United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers. | Finance |
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