Andy Wallerstein
Directeur Général chez Avalon Trust Co.
Postes actifs de Andy Wallerstein
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
Avalon Trust Co.
 Avalon Trust Co. Investment ManagersFinance Avalon Trust Co. is an independent investment firm headquartered in Santa Fe, New Mexico. The firm was founded in 1998 and was acquired by Clearstead Advisors LLC in 2023. Avalon Trust provides investment management services to individuals and families, trusts, non-profits and foundations. | Analyst-Equity | - | - |
| Directeur Général | - | - | |
| Membre du Comité d'Investissement | - | - | |
| Gestionnaire de Portefeuille-Actions | - | - |
Historique de carrière de Andy Wallerstein
Anciens postes connus de Andy Wallerstein
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
Baldwin Brothers LLC
 Baldwin Brothers LLC Investment ManagersFinance Baldwin Brothers LLC is an independent, SEC-registered investment advisor headquartered in Marion, Massachusetts. The firm was founded by Michael Baldwin in 1974 as Baldwin Brothers, Inc. They provide investment supervisory services on both a discretionary and non-discretionary basis to individuals, high net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, business development companies, an investment adviser firm and a variety of business entities. | Gestionnaire de Portefeuille-Actions | - | 31/12/2007 |
The Rhode Island Foundation
 The Rhode Island Foundation Miscellaneous Commercial ServicesCommercial Services The Rhode Island Foundation operates as a community and philanthropic organization. The company was founded by Jesse H. Metcalf in 1916 and is headquartered in Providence, RI. | Corporate Officer/Principal | - | - |
| The Wolf School | Corporate Officer/Principal | - | - |
Formation de Andy Wallerstein
| Brown University | Undergraduate Degree |
| University of California, Los Angeles | Masters Business Admin |
Statistiques
Internationale
| Etats-Unis | 7 |
Opérationnelle
| Corporate Officer/Principal | 2 |
| Portfolio Manager-Equities | 2 |
| Analyst-Equity | 1 |
Sectorielle
| Finance | 3 |
| Consumer Services | 3 |
| Commercial Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Baldwin Brothers LLC
Baldwin Brothers LLC Investment ManagersFinance Baldwin Brothers LLC is an independent, SEC-registered investment advisor headquartered in Marion, Massachusetts. The firm was founded by Michael Baldwin in 1974 as Baldwin Brothers, Inc. They provide investment supervisory services on both a discretionary and non-discretionary basis to individuals, high net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, business development companies, an investment adviser firm and a variety of business entities. | Finance |
Avalon Trust Co.
Avalon Trust Co. Investment ManagersFinance Avalon Trust Co. is an independent investment firm headquartered in Santa Fe, New Mexico. The firm was founded in 1998 and was acquired by Clearstead Advisors LLC in 2023. Avalon Trust provides investment management services to individuals and families, trusts, non-profits and foundations. | Finance |
| The Wolf School | |
The Rhode Island Foundation
The Rhode Island Foundation Miscellaneous Commercial ServicesCommercial Services The Rhode Island Foundation operates as a community and philanthropic organization. The company was founded by Jesse H. Metcalf in 1916 and is headquartered in Providence, RI. | Commercial Services |
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