Karriereverlauf von Susan L. Schroeder
Ehemalige bekannte Positionen von Susan L. Schroeder
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Wright Investors' Service, Inc.
Wright Investors' Service, Inc. Investment ManagersFinance Wright Investors' Service, Inc. (Wright) is a SEC-registered investment adviser headquartered in Shelton, Connecticut. The firm was founded in 1996 and is a wholly owned subsidiary of The Winthrop Corp., which is wholly owned by Khandwala Capital Management, Inc. Wright manages the equity and fixed income assets of individuals, corporations, municipalities, multi-employer benefit plans, endowments, foundations and trust funds, and providing sub-advisory services to bank trust departments. The firm also offers discretionary investment management services to clients through several wrap programs, for which Wright does not serve as the sponsor. | Corporate Officer/Principal | 01.04.2000 | 01.04.2000 |
GSB Wealth Management LLC
GSB Wealth Management LLC Investment ManagersFinance GSB Wealth Management LLC (GSBWM) is a registered wealth management firm headquartered in Guilford, Connecticut. The firm was founded in 1999 as Asset & Retirement Investment Associates LLC. Following the 2016 merger of Guilford Savings Bank’s Infinex brokerage unit and their subsidiary, Asset & Retirement Investment Associates, the newly formed firm was renamed GSB Wealth Management. GSBWM primarily provides individualized asset management to high net-worth clients. | Portfolio Manager-Aktien | 01.01.2015 | - |
People's Securities, Inc.
People's Securities, Inc. Investment ManagersFinance People's Securities, Inc. is an investment management firm headquartered in Bridgeport, Connecticut. The firm was founded in 1983 and is a wholly-owned subsidiary of People’s United Bank, N.A., ultimately held by M&T Bank Corp. (NYSE: MTB). People's Securities offers customized solutions including ESG, liquidity management, endowment and foundation and advisory services for individuals, families and institutions. | Portfolio Manager-Aktien | 01.04.2000 | - |
Ausbildung von Susan L. Schroeder
Keene State College | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 5 |
Operativ
Portfolio Manager-Equities | 2 |
Undergraduate Degree | 1 |
Corporate Officer/Principal | 1 |
Sektoral
Finance | 4 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 3 |
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People's Securities, Inc.
People's Securities, Inc. Investment ManagersFinance People's Securities, Inc. is an investment management firm headquartered in Bridgeport, Connecticut. The firm was founded in 1983 and is a wholly-owned subsidiary of People’s United Bank, N.A., ultimately held by M&T Bank Corp. (NYSE: MTB). People's Securities offers customized solutions including ESG, liquidity management, endowment and foundation and advisory services for individuals, families and institutions. | Finance |
Wright Investors' Service, Inc.
Wright Investors' Service, Inc. Investment ManagersFinance Wright Investors' Service, Inc. (Wright) is a SEC-registered investment adviser headquartered in Shelton, Connecticut. The firm was founded in 1996 and is a wholly owned subsidiary of The Winthrop Corp., which is wholly owned by Khandwala Capital Management, Inc. Wright manages the equity and fixed income assets of individuals, corporations, municipalities, multi-employer benefit plans, endowments, foundations and trust funds, and providing sub-advisory services to bank trust departments. The firm also offers discretionary investment management services to clients through several wrap programs, for which Wright does not serve as the sponsor. | Finance |
GSB Wealth Management LLC
GSB Wealth Management LLC Investment ManagersFinance GSB Wealth Management LLC (GSBWM) is a registered wealth management firm headquartered in Guilford, Connecticut. The firm was founded in 1999 as Asset & Retirement Investment Associates LLC. Following the 2016 merger of Guilford Savings Bank’s Infinex brokerage unit and their subsidiary, Asset & Retirement Investment Associates, the newly formed firm was renamed GSB Wealth Management. GSBWM primarily provides individualized asset management to high net-worth clients. | Finance |
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