Karriereverlauf von Winston Winfield Way
Ehemalige bekannte Positionen von Winston Winfield Way
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
CAMG Solamere Management LLC
CAMG Solamere Management LLC Investment ManagersFinance CAMG Solamere Management LLC, do-business-as Queens Oak Advisors (Queens Oak), is a wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 2009 and was acquired in 2021 by MAI Capital Management LLC, a subsidiary of Edgewood Partners Insurance Center Corp. Queens Oak provides customized wealth and asset management services for high net worth individuals and families and institutional clients including retirement plans, corporations, charitable organizations, endowments, and foundations. | Portfolio Manager-Aktien | - | 07.01.2019 |
Buckhorn Capital Management LLC
Buckhorn Capital Management LLC Investment ManagersFinance Founded in 1990 by Winston Way, Buckhorn Capital Management LLC is a registered investment advisor located in Charlotte, North Carolina. The firm primarily provides services to households, small institutions and closely-held businesses in the southeastern US. | Chief Investment Officer | 01.01.1991 | 16.10.2013 |
Gründer | 02.10.2009 | 16.10.2013 | |
Portfolio Manager-Aktien | 19.04.2012 | 16.10.2013 | |
Portfolio Manager-Fixed Income | 19.04.2012 | 16.10.2013 | |
Präsident | 01.01.1991 | 16.10.2013 | |
Thomson McKinnon Securities, Inc. | Corporate Officer/Principal | 01.01.1982 | - |
Morgan Keegan & Co., Inc. (Old)
Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Founded in 1969, Morgan Keegan & Co., Inc. is a full-service regional investment firm and broker/dealer headquartered in Memphis, Tennessee. The firm is a subsidiary of Regions Financial Corp. (NYSE: RF). They offer equity-oriented investment banking functions, securities brokerage, trust services, asset management, research, trading and institutional sales | Corporate Officer/Principal | 01.01.1986 | 31.12.1988 |
Ausbildung von Winston Winfield Way
Vanderbilt University | Masters Business Admin |
Michigan State University | Doctorate Degree |
The University of Alabama | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 8 |
Operativ
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 2 |
Chief Investment Officer | 1 |
Sektoral
Finance | 5 |
Consumer Services | 4 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 4 |
---|---|
Buckhorn Capital Management LLC
Buckhorn Capital Management LLC Investment ManagersFinance Founded in 1990 by Winston Way, Buckhorn Capital Management LLC is a registered investment advisor located in Charlotte, North Carolina. The firm primarily provides services to households, small institutions and closely-held businesses in the southeastern US. | Finance |
Morgan Keegan & Co., Inc. (Old)
Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Founded in 1969, Morgan Keegan & Co., Inc. is a full-service regional investment firm and broker/dealer headquartered in Memphis, Tennessee. The firm is a subsidiary of Regions Financial Corp. (NYSE: RF). They offer equity-oriented investment banking functions, securities brokerage, trust services, asset management, research, trading and institutional sales | Finance |
Thomson McKinnon Securities, Inc. | Finance |
CAMG Solamere Management LLC
CAMG Solamere Management LLC Investment ManagersFinance CAMG Solamere Management LLC, do-business-as Queens Oak Advisors (Queens Oak), is a wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 2009 and was acquired in 2021 by MAI Capital Management LLC, a subsidiary of Edgewood Partners Insurance Center Corp. Queens Oak provides customized wealth and asset management services for high net worth individuals and families and institutional clients including retirement plans, corporations, charitable organizations, endowments, and foundations. | Finance |
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