Will Wallbank
Analyst-Festverzinsliche Wertpapiere bei Telemus Capital LLC
Profil
Mr. William Wallbank is a Senior Portfolio Investment Analyst at Telemus Capital LLC.
As an Investment Analyst, he develops investment recommendations for the Chief Investment Officer and the Investment Committee.
He also serves on the Investment Committee, performs due diligence for model investments, and manages allocation of investment portfolios.
He oversees investment selection for 529 Plans, 401(k) and other employer retirement plans.
As Fixed Income Trader, he executes purchases, sales, and block orders.
He was a graduated summa cum laude from Wayne State University with a Bachelor’s of Science in Business Administration and Finance.
Aktive Positionen von Will Wallbank
| Unternehmen | Position | Beginn |
|---|---|---|
Telemus Capital LLC
 Telemus Capital LLC Investment ManagersFinance Telemus Capital LLC (Telemus) is a registered investment advisor headquartered in Southfield, Michigan. The firm was founded in 2013 and is a subsidiary of Focus Operating LLC., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Telemus offers comprehensive financial advisory, investment management and asset management solutions to high net worth individuals and families, endowments and foundations, and select institutions. | Analyst-Festverzinsliche Wertpapiere | 01.08.2013 |
Ausbildung von Will Wallbank
| Wayne State University (Michigan) | 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 | 1 |
|---|---|
Telemus Capital LLC
Telemus Capital LLC Investment ManagersFinance Telemus Capital LLC (Telemus) is a registered investment advisor headquartered in Southfield, Michigan. The firm was founded in 2013 and is a subsidiary of Focus Operating LLC., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Telemus offers comprehensive financial advisory, investment management and asset management solutions to high net worth individuals and families, endowments and foundations, and select institutions. | Finance |
