Preston Dillard
Gründer bei 3Chopt Investment Partners LLC
Profil
Mr. Stuart P.
Dillard is a Founder & Managing Director at 3Chopt Investment Partners LLC.
He has over 22 years of investment industry experience, managing equities and fixed income and guiding clients on important financial matters.
Most recently, Mr. Dillard spent 17 years at Thompson, Siegel & Walmsley LLC.
As Head of Strategic Advisory, Preston led a team of specialists delivering investment management and advisory services for families and organizations totaling $2 billion in assets under management.
Prior to joining Thompson, Siegel & Walmsley LLC in 2005, he was a Portfolio Manager at Bank of America Private Bank managing multi-asset portfolios for a variety of client types.
Previously, he was employed by a Richmond based broker-dealer as an investment adviser.
He received his undergraduate degree from the University of Virginia.
Aktive Positionen von Preston Dillard
| Unternehmen | Position | Beginn |
|---|---|---|
| 3Chopt Investment Partners LLC | Gründer | - |
Ehemalige bekannte Positionen von Preston Dillard
| Unternehmen | Position | Ende |
|---|---|---|
Thompson, Siegel & Walmsley LLC
 Thompson, Siegel & Walmsley LLC Investment ManagersFinance Thompson, Siegel & Walmsley LLC (TSW) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1969 and is a subsidiary of Pendal USA, Inc., which is owned by Perpetual Ltd. (ASX: PPT) in Australia. TSW offers a full range of investment management strategies which includes US and Non-US Equities, Income Strategies, Balanced portfolio strategies and Alternatives for both Institutional and Strategic Advisory clients. | Portfolio Manager-Aktien | 01.07.2019 |
Anderson & Strudwick, Inc.
 Anderson & Strudwick, Inc. Investment Banks/BrokersFinance Founded in 1948, Anderson & Strudwick, Inc. is a full-service investment firm located in Richmond, Virginia. They have offices in Charleston, South Carolina, Charlotte, North Carolina, Charlottesville, Virginia, Columbia, South Carolina, Fredericksburg, Virginia, Knoxville, Tennessee and Norfolk, Virginia. The firm focuses on identifying securities with positive market strength and earnings acceleration which are undervalued on an asset basis. They follow the utilities, consumer durables and consumer specialties sectors. Anderson & Strudwick also tracks Virginia companies, including community banks. | Corporate Officer/Principal | - |
Bank of America Private Bank
 Bank of America Private Bank Investment ManagersFinance A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services. | Portfolio Manager-Aktien | - |
Ausbildung von Preston Dillard
| University of Virginia | 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 | 4 |
|---|---|
Bank of America Private Bank
Bank of America Private Bank Investment ManagersFinance A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services. | Finance |
Anderson & Strudwick, Inc.
Anderson & Strudwick, Inc. Investment Banks/BrokersFinance Founded in 1948, Anderson & Strudwick, Inc. is a full-service investment firm located in Richmond, Virginia. They have offices in Charleston, South Carolina, Charlotte, North Carolina, Charlottesville, Virginia, Columbia, South Carolina, Fredericksburg, Virginia, Knoxville, Tennessee and Norfolk, Virginia. The firm focuses on identifying securities with positive market strength and earnings acceleration which are undervalued on an asset basis. They follow the utilities, consumer durables and consumer specialties sectors. Anderson & Strudwick also tracks Virginia companies, including community banks. | Finance |
Thompson, Siegel & Walmsley LLC
Thompson, Siegel & Walmsley LLC Investment ManagersFinance Thompson, Siegel & Walmsley LLC (TSW) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1969 and is a subsidiary of Pendal USA, Inc., which is owned by Perpetual Ltd. (ASX: PPT) in Australia. TSW offers a full range of investment management strategies which includes US and Non-US Equities, Income Strategies, Balanced portfolio strategies and Alternatives for both Institutional and Strategic Advisory clients. | Finance |
| 3Chopt Investment Partners LLC |
