Karriereverlauf von Michael John Wilson
Ehemalige bekannte Positionen von Michael John Wilson
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Analyst-Equity | 01.10.2014 | 07.03.2018 |
Portfolio Manager-Aktien | 01.10.2014 | 07.03.2018 | |
Banyan Partners LLC
Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans. | Analyst-Equity | 02.10.2013 | 26.11.2014 |
Portfolio Manager-Aktien | 02.10.2013 | 26.11.2014 | |
Holt-Smith Advisors, Inc.
Holt-Smith Advisors, Inc. Investment ManagersFinance Founded in 1987 by Marilyn Holt-Smith and Kristin Yates, Holt-Smith Advisors, Inc. is a registered investment advisor located in Madison, Wisconsin. The firm manages portfolios for high net-worth individuals, corporate retirement plans, endowments, foundations, public employee pension plans and insurance companies. | Mitglied des Investmentausschusses | 01.01.2000 | 02.10.2013 |
Portfolio Manager-Aktien | 01.01.2000 | 02.10.2013 | |
Associated Investment Management LLC
Associated Investment Management LLC Investment ManagersFinance Founded in 1998, Associated Investment Management LLC is a registered investment advisor located in Green Bay, Wisconsin. The firm is a subsidiary of Kellogg Asset Management LLC and their ultimate parent is Associated Banc-Corp. (NASDAQ: ASBC). Associated Investment Management offers a range of investment management services from personal trust and investment management services to brokerage and other personal investment accounts and insurance services. The firm is a member of FINRA and the SIPC. | Corporate Officer/Principal | 01.01.1997 | 31.12.1999 |
Ausbildung von Michael John Wilson
University of Wisconsin | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 6 |
Operativ
Portfolio Manager-Equities | 3 |
Analyst-Equity | 2 |
Investment Committee Member | 1 |
Sektoral
Finance | 5 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 4 |
---|---|
Holt-Smith Advisors, Inc.
Holt-Smith Advisors, Inc. Investment ManagersFinance Founded in 1987 by Marilyn Holt-Smith and Kristin Yates, Holt-Smith Advisors, Inc. is a registered investment advisor located in Madison, Wisconsin. The firm manages portfolios for high net-worth individuals, corporate retirement plans, endowments, foundations, public employee pension plans and insurance companies. | Finance |
Associated Investment Management LLC
Associated Investment Management LLC Investment ManagersFinance Founded in 1998, Associated Investment Management LLC is a registered investment advisor located in Green Bay, Wisconsin. The firm is a subsidiary of Kellogg Asset Management LLC and their ultimate parent is Associated Banc-Corp. (NASDAQ: ASBC). Associated Investment Management offers a range of investment management services from personal trust and investment management services to brokerage and other personal investment accounts and insurance services. The firm is a member of FINRA and the SIPC. | Finance |
Banyan Partners LLC
Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans. | Finance |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Finance |
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