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Karriereverlauf von Whitney Merrill
Ehemalige bekannte Positionen von Whitney Merrill
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Gilman Hill Asset Management LLC
![]() Gilman Hill Asset Management LLC Investment ManagersFinance Gilman Hill Asset Management LLC (GHAM) is an independent, SEC-registered investment advisor headquartered in New Canaan, Connecticut. The firm was founded by Whitney Merrill in 1999. GHAM provides investment advisory services to individuals, trusts, estates, endowments, foundations, charitable organizations, pensions, profit sharing plans, corporations, investment companies, other business entities, and governments and their agencies. They also provide portfolio management services to wrap fee programs on a dual contract basis. | Gründer | 01.05.1999 | 25.01.2017 |
Portfolio Manager-Aktien | 01.05.1999 | 25.01.2017 | |
Gintel Asset Management, Inc. | Corporate Officer/Principal | - | - |
Rothschild & Co. Asset Management US, Inc.
![]() Rothschild & Co. Asset Management US, Inc. Investment ManagersFinance Rothschild & Co. Asset Management US, Inc. (R&Co) is an asset management firm headquartered in Stamford, Connecticut. The firm was founded in 1962 and formerly known as Rothschild Asset Management, Inc. They are a wholly-owned subsidiary of Great Lakes Advisors LLC and their ultimate parent is Wintrust Financial Corp. (NASDAQ: WTFC). R&Co provides investment advisory and sub-advisory services on a discretionary basis to a broad range of clients. They also provide non-discretionary investment advice to various wrap model delivery managed account programs. | Corporate Officer/Principal | - | - |
PaineWebber, Inc. | Corporate Officer/Principal | - | - |
United States Trust Co., NA
![]() United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Corporate Officer/Principal | 01.01.1969 | - |
Ausbildung von Whitney Merrill
Ohio Wesleyan University | Undergraduate Degree |
Long Island University | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 8 |
Operativ
Corporate Officer/Principal | 4 |
Founder | 1 |
Portfolio Manager-Equities | 1 |
Sektoral
Finance | 6 |
Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 5 |
---|---|
Gilman Hill Asset Management LLC
![]() Gilman Hill Asset Management LLC Investment ManagersFinance Gilman Hill Asset Management LLC (GHAM) is an independent, SEC-registered investment advisor headquartered in New Canaan, Connecticut. The firm was founded by Whitney Merrill in 1999. GHAM provides investment advisory services to individuals, trusts, estates, endowments, foundations, charitable organizations, pensions, profit sharing plans, corporations, investment companies, other business entities, and governments and their agencies. They also provide portfolio management services to wrap fee programs on a dual contract basis. | Finance |
United States Trust Co., NA
![]() United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
PaineWebber, Inc. | Finance |
Rothschild & Co. Asset Management US, Inc.
![]() Rothschild & Co. Asset Management US, Inc. Investment ManagersFinance Rothschild & Co. Asset Management US, Inc. (R&Co) is an asset management firm headquartered in Stamford, Connecticut. The firm was founded in 1962 and formerly known as Rothschild Asset Management, Inc. They are a wholly-owned subsidiary of Great Lakes Advisors LLC and their ultimate parent is Wintrust Financial Corp. (NASDAQ: WTFC). R&Co provides investment advisory and sub-advisory services on a discretionary basis to a broad range of clients. They also provide non-discretionary investment advice to various wrap model delivery managed account programs. | Finance |
Gintel Asset Management, Inc. | Finance |
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