Nils Lawrence Berglund

Keine laufenden Positionen mehr

Finance

Consumer Services

Profil

Mr. Nils L.
Berglund is Senior Vice President at Pennsylvania Trust Co. His principal responsibilities are as a portfolio manager and as a member of the investment team that develops and implements investment policy, strategy and security selection.
He serves on the boards of the ZPT Foundation, Inc., and the Tredyffrin Township Library Foundation and is past president of both.
Mr. Berglund began his investment management career in 1975 as a registered representative.
In 1977, he joined Girard Bank’s (now Bank of NY Mellon) Trust Department where he served as an equity trader, an investment advisor to outside trust departments and a senior investment officer and portfolio manager.
Mr. Berglund subsequently worked at Janney Montgomery Scott and then at Fidelity Bank (now Wells Fargo) where he was an Assistant Vice President in the Special Accounts Group and co-manager of the firm’s Special Equity Fund.
He received his undergraduate degree from Lafayette College and an MBA from the University of Denver.

Ehemalige bekannte Positionen von Nils Lawrence Berglund

Unternehmen	Position	Ende
Fiduciary Trust Company International of Pennsylvania Fiduciary Trust Company International of Pennsylvania Investment ManagersFinance FTCI-PA provides a broad range of investment services for clients through separately managed portfolios that represent a variety of investment styles. Their portfolio managers invest across all asset classes, sectors and industries. Active risk management has always been core to the firm’s investment management approach, and their processes have been designed to help maintain appropriate risk/reward balances relative to client objectives through variable market environments.	Portfolio Manager-Aktien	01.05.2020
Fidelity Bank (Dearborn, Michigan) Fidelity Bank (Dearborn, Michigan) Regional BanksFinance State chartered commercial bank	Corporate Officer/Principal	-
The Bank of New York Mellon (New York) The Bank of New York Mellon (New York) Regional BanksFinance Operates as a state chartered commercial bank	Corporate Officer/Principal	-
Janney Montgomery Scott LLC Janney Montgomery Scott LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-

Sehen Sie sich die Erfahrung von Nils Lawrence Berglund im Detail an

Ausbildung von Nils Lawrence Berglund

Erfahrungen
Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Sehen Sie sich die Erfahrung von Nils Lawrence Berglund im Detail an

Beziehungen

Beziehungen ersten Grades

Unternehmen ersten Grades

Herr

Frau

Aufsichtsräte

Führungskräfte

Sehen Sie sich das persönliche Netzwerk an

Unternehmensverbindungen

Private Unternehmen	6
Fiduciary Trust Company International of Pennsylvania Fiduciary Trust Company International of Pennsylvania Investment ManagersFinance FTCI-PA provides a broad range of investment services for clients through separately managed portfolios that represent a variety of investment styles. Their portfolio managers invest across all asset classes, sectors and industries. Active risk management has always been core to the firm’s investment management approach, and their processes have been designed to help maintain appropriate risk/reward balances relative to client objectives through variable market environments.	Finance
Janney Montgomery Scott LLC Janney Montgomery Scott LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Lafayette College Lafayette College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Denver University of Denver Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Fidelity Bank (Dearborn, Michigan) Fidelity Bank (Dearborn, Michigan) Regional BanksFinance State chartered commercial bank	Finance
The Bank of New York Mellon (New York) The Bank of New York Mellon (New York) Regional BanksFinance Operates as a state chartered commercial bank	Finance