Joshua Wein
Portfolio Manager-Aktien bei Hennessy Advisors, Inc. (Investment Management)
Profil
Mr. Lawrence J.
Wein is a Portfolio Manager at Hennessy Advisors, Inc.
Prior to joining Hennessy Funds in 2018, Mr. Wein served as Director of Alternative Investments and Co-Portfolio Manager at Sterling Capital Management and as Portfolio Manager at Bellator Capital Partners.
He also worked as an associate equity research analyst at First Union Securities.
He received a BBA in Finance from Emory University and an MBA from Vanderbilt University.
He is a CAIA charterholder and member of the CFA Society North Carolina and the Chartered Financial Analyst Institute.
Aktive Positionen von Joshua Wein
| Unternehmen | Position | Beginn |
|---|---|---|
Hennessy Advisors, Inc. (Investment Management)
 Hennessy Advisors, Inc. (Investment Management) Investment ManagersFinance Hennessy Advisors, Inc. (Investment Management) (Hennessy-IM) is the investment management division of Hennessy Advisors, Inc. (NASDAQ: HNNA), a publicly traded firm headquartered in Novato, California. The firm was founded by Neil J. Hennessy in 1989. Hennessy-IM provides investment advisory services to no-load mutual funds, as well as high-net worth investors primarily located in the US. The firm oversees, services, and markets the family of Hennessy Funds. | Portfolio Manager-Aktien | 01.01.2018 |
Ehemalige bekannte Positionen von Joshua Wein
| Unternehmen | Position | Ende |
|---|---|---|
BB&T Asset Management, Inc.
 BB&T Asset Management, Inc. Investment ManagersFinance Founded in 2000, BB&T Asset Management, Inc. is a registered investment advisor headquartered n Raleigh, North Carolina. The firm is a wholly owned subsidiary of BB&T Corporation (NYSE: BBT). BB&T Asset Management's clients include corporations, institutions, endowments, foundations, employee benefit and retirement plans, governmental entities, wealthy families and individuals. The firm manages separate client-focused equity, fixed-income and balanced portfolios. They also manage a variety of mutual funds. | Corporate Officer/Principal | 30.09.2010 |
Sterling Capital Management LLC
 Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (Sterling) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970 and is an independently operated subsidiary of Truist Financial Corp. (NYSE: TFC). Sterling provides investment management services to a diverse group of clients ranging from retail to corporations and non-profits. | Analyst-Equity | - |
| First Union Securities | Analyst-Equity | - |
Bellator Capital Partners LLC
 Bellator Capital Partners LLC Investment ManagersFinance Bellator Capital Partners LLC is a hedge fund company located in Sea Cliff, New York. | Chief Investment Officer | 31.12.2007 |
Ausbildung von Joshua Wein
| Vanderbilt University | Masters Business Admin |
| Goizueta Business School-Emory | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 5 |
|---|---|
Sterling Capital Management LLC
Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (Sterling) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970 and is an independently operated subsidiary of Truist Financial Corp. (NYSE: TFC). Sterling provides investment management services to a diverse group of clients ranging from retail to corporations and non-profits. | Finance |
BB&T Asset Management, Inc.
BB&T Asset Management, Inc. Investment ManagersFinance Founded in 2000, BB&T Asset Management, Inc. is a registered investment advisor headquartered n Raleigh, North Carolina. The firm is a wholly owned subsidiary of BB&T Corporation (NYSE: BBT). BB&T Asset Management's clients include corporations, institutions, endowments, foundations, employee benefit and retirement plans, governmental entities, wealthy families and individuals. The firm manages separate client-focused equity, fixed-income and balanced portfolios. They also manage a variety of mutual funds. | Finance |
Hennessy Advisors, Inc. (Investment Management)
Hennessy Advisors, Inc. (Investment Management) Investment ManagersFinance Hennessy Advisors, Inc. (Investment Management) (Hennessy-IM) is the investment management division of Hennessy Advisors, Inc. (NASDAQ: HNNA), a publicly traded firm headquartered in Novato, California. The firm was founded by Neil J. Hennessy in 1989. Hennessy-IM provides investment advisory services to no-load mutual funds, as well as high-net worth investors primarily located in the US. The firm oversees, services, and markets the family of Hennessy Funds. | Finance |
| First Union Securities | Finance |
Bellator Capital Partners LLC
Bellator Capital Partners LLC Investment ManagersFinance Bellator Capital Partners LLC is a hedge fund company located in Sea Cliff, New York. | Finance |
