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Theresa Tran
Analyst-Equity bei Chartwell Investment Partners LLC
Aktive Positionen von Theresa Tran
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Chartwell Investment Partners LLC
![]() Chartwell Investment Partners LLC Investment ManagersFinance Chartwell Investment Partners LLC (Chartwell) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Timothy Riddle in 1997 and is a subsidiary of Carillon Tower Advisers, Inc. (dba Raymond James Investment Management), which is owned by Raymond James Financial, Inc. (NYSE: RJF) in Great Britain. Chartwell provides investment supervisory services on a continuous basis to a variety of individual, institutional, investment company, private fund and corporate clients. The firm is a sub-adviser to investment companies registered under the Investment Company Act of 1940. | Analyst-Equity | 01.07.2022 | - |
Portfolio Manager-Aktien | 01.07.2022 | - |
Karriereverlauf von Theresa Tran
Ehemalige bekannte Positionen von Theresa Tran
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Chartwell Investment Partners LLC
![]() Chartwell Investment Partners LLC Investment ManagersFinance Chartwell Investment Partners LLC (Chartwell) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Timothy Riddle in 1997 and is a subsidiary of Carillon Tower Advisers, Inc. (dba Raymond James Investment Management), which is owned by Raymond James Financial, Inc. (NYSE: RJF) in Great Britain. Chartwell provides investment supervisory services on a continuous basis to a variety of individual, institutional, investment company, private fund and corporate clients. The firm is a sub-adviser to investment companies registered under the Investment Company Act of 1940. | Analyst-Equity | 01.08.2017 | 01.04.2020 |
Turner Investments LLC
![]() Turner Investments LLC Investment ManagersFinance Formed in 2017 as a result of the merger of Turner Investments LLC and Turner Investments Holdings LP, Turner Investments LLC is a registered investment advisor located in Berwyn, Pennsylvania. The firm was originally formed in 1990 as Turner Investments LP. Turner provides investment management services to a wide variety of clients, including defined benefit and defined contribution plans, corporations, limited partnerships, limited liability companies, public pension plans, registered investment companies, Taft-Hartley plans and multi-employer plans, and managed account programs, among other types. | Corporate Officer/Principal | 01.01.2007 | 01.01.2014 |
Ausbildung von Theresa Tran
Fox School of Business | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 4 |
Operativ
Analyst-Equity | 2 |
Corporate Officer/Principal | 1 |
Undergraduate Degree | 1 |
Sektoral
Finance | 3 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
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Chartwell Investment Partners LLC
![]() Chartwell Investment Partners LLC Investment ManagersFinance Chartwell Investment Partners LLC (Chartwell) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Timothy Riddle in 1997 and is a subsidiary of Carillon Tower Advisers, Inc. (dba Raymond James Investment Management), which is owned by Raymond James Financial, Inc. (NYSE: RJF) in Great Britain. Chartwell provides investment supervisory services on a continuous basis to a variety of individual, institutional, investment company, private fund and corporate clients. The firm is a sub-adviser to investment companies registered under the Investment Company Act of 1940. | Finance |
Turner Investments LLC
![]() Turner Investments LLC Investment ManagersFinance Formed in 2017 as a result of the merger of Turner Investments LLC and Turner Investments Holdings LP, Turner Investments LLC is a registered investment advisor located in Berwyn, Pennsylvania. The firm was originally formed in 1990 as Turner Investments LP. Turner provides investment management services to a wide variety of clients, including defined benefit and defined contribution plans, corporations, limited partnerships, limited liability companies, public pension plans, registered investment companies, Taft-Hartley plans and multi-employer plans, and managed account programs, among other types. | Finance |
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