Andrew David Lein
Gestionnaire de Portefeuille-Actions chez Girard Advisory Services LLC
Postes actifs de Andrew David Lein
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
Girard Advisory Services LLC
 Girard Advisory Services LLC Investment ManagersFinance Girard Advisory Services LLC (Girard) is a SEC-registered investment advisor headquartered in King of Prussia, Pennsylvania. The firm was founded by Michael W. McCort in 1995 under the name Girard Partners Ltd. They are a wholly-owned subsidiary of Univest Bank & Trust Co., itself a wholly-owned subsidiary of Univest Financial Corp. (NASDAQ: UVSP). Girard provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. | Gestionnaire de Portefeuille-Actions | 01/11/2021 | - |
| Corporate Officer/Principal | 01/08/2017 | 01/11/2021 |
Historique de carrière de Andrew David Lein
Statistiques
Internationale
| Etats-Unis | 2 |
Opérationnelle
| Portfolio Manager-Equities | 1 |
| Corporate Officer/Principal | 1 |
Sectorielle
| Finance | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Girard Advisory Services LLC
Girard Advisory Services LLC Investment ManagersFinance Girard Advisory Services LLC (Girard) is a SEC-registered investment advisor headquartered in King of Prussia, Pennsylvania. The firm was founded by Michael W. McCort in 1995 under the name Girard Partners Ltd. They are a wholly-owned subsidiary of Univest Bank & Trust Co., itself a wholly-owned subsidiary of Univest Financial Corp. (NASDAQ: UVSP). Girard provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. | Finance |
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