![Andy Wallerstein](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Andy Wallerstein
Directeur Général chez
Avalon Trust Co.
Profil
Mr. Andrew M.
Wallerstein is a Chief Executive Officer & Partner at Avalon Trust Co. He oversees the Company's longterm direction, ensuring that Avalon maximizes the strength of its independence and continues to build strategic relationships.
He is a member of the Avalon investment committee, actively manages client portfolios and conducts investment research.
He leads the Avalon team in resolving complex client concerns and coordinates the firm's network of qualified professionals to bring the full resources of Avalon to its clients.
Mr. Wallerstein was previously employed as a Vice President by Baldwin Brothers, Inc., a Founding Venture Partner by The Rhode Island Foundation, and a Founding Chairman by The Wolf School.
He received a bachelor's degree from Brown University and an MBA from the Anderson Graduate School of Management at UCLA.
Postes actifs de Andy Wallerstein
| Sociétés | Poste | Début |
|---|---|---|
Avalon Trust Co.
 Avalon Trust Co. Investment ManagersFinance Avalon Trust utilizes independent, fundamental research. The firm complements their bottom-up approach with top-down research that considers the broad economic factors and trends that impact client’s investments. Portfolios are diversified across asset classes, industries and global geographies to preserve and grow client’s wealth. | Directeur Général | - |
Anciens postes connus de Andy Wallerstein
| Sociétés | Poste | Fin |
|---|---|---|
Baldwin Wealth Partners LLC
 Baldwin Wealth Partners LLC Investment ManagersFinance Baldwin is an active, long-term manager which manages portfolios that are invested in equities, fixed-income securities, hedge funds, private equity and environmentally and socially responsible investments. They also manage investments in REITs, MLPs, specialty metals, currencies, regional/country specific strategies and macro or theme-based strategies. The firm’s investment process combines both a top-down thematic approach and fundamental bottom-up due diligence. | Gestionnaire de Portefeuille-Actions | 31/12/2007 |
The Rhode Island Foundation
 The Rhode Island Foundation Miscellaneous Commercial ServicesCommercial Services Provides grant making services | Corporate Officer/Principal | - |
The Wolf School
 The Wolf School Other Consumer ServicesConsumer Services Operates as a special school for children with special needs | Corporate Officer/Principal | - |
Formation de Andy Wallerstein
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
91
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Baldwin Wealth Partners LLC
Baldwin Wealth Partners LLC Investment ManagersFinance Baldwin is an active, long-term manager which manages portfolios that are invested in equities, fixed-income securities, hedge funds, private equity and environmentally and socially responsible investments. They also manage investments in REITs, MLPs, specialty metals, currencies, regional/country specific strategies and macro or theme-based strategies. The firm’s investment process combines both a top-down thematic approach and fundamental bottom-up due diligence. | Finance |
Brown University
 Brown University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Avalon Trust Co.
Avalon Trust Co. Investment ManagersFinance Avalon Trust utilizes independent, fundamental research. The firm complements their bottom-up approach with top-down research that considers the broad economic factors and trends that impact client’s investments. Portfolios are diversified across asset classes, industries and global geographies to preserve and grow client’s wealth. | Finance |
University of California, Los Angeles
 University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Rhode Island Foundation
The Rhode Island Foundation Miscellaneous Commercial ServicesCommercial Services Provides grant making services | Commercial Services |
The Wolf School
The Wolf School Other Consumer ServicesConsumer Services Operates as a special school for children with special needs | Consumer Services |
