Profil
Tristram Sanborn Millard has worked as a Portfolio Manager at NewEdge Advisors LLC since 2016.
Aktive Positionen von Tris Millard
| Unternehmen | Position | Beginn |
|---|---|---|
NewEdge Advisors LLC
 NewEdge Advisors LLC Investment ManagersFinance NewEdge Advisors LLC is a SEC-registered investment advisor headquartered in New Orleans, Louisiana. The firm was founded by Gerald Goss in 1980 and is a subsidiary of NewEdge Capital Group LLC, ultimately owned by EdgeCo Investor Holdings LP. NewEdge Advisors specializes in wrap and non-wrap comprehensive portfolio management, financial planning and consulting, retirement plan consulting, referrals to third-party money managers and, through certain investment adviser representatives (IARs), offers LPL sponsored advisory program services. | Portfolio Manager-Aktien | 01.10.2016 |
Erfahrungen
Besetzte Positionen
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Private Unternehmen
Beziehungen
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Herr
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Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
NewEdge Advisors LLC
NewEdge Advisors LLC Investment ManagersFinance NewEdge Advisors LLC is a SEC-registered investment advisor headquartered in New Orleans, Louisiana. The firm was founded by Gerald Goss in 1980 and is a subsidiary of NewEdge Capital Group LLC, ultimately owned by EdgeCo Investor Holdings LP. NewEdge Advisors specializes in wrap and non-wrap comprehensive portfolio management, financial planning and consulting, retirement plan consulting, referrals to third-party money managers and, through certain investment adviser representatives (IARs), offers LPL sponsored advisory program services. | Finance |
