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Beverly Troxler O'Grady
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Historique de carrière de Beverly Troxler O'Grady
Anciens postes connus de Beverly Troxler O'Grady
Sociétés | Poste | Début | Fin |
---|---|---|---|
CHARLES SCHWAB | Directeur/Membre du Conseil | 01/01/1992 | 31/12/1993 |
THE SWISS HELVETIA FUND INC. | Fondateur | 01/01/1987 | - |
Fiera Capital, Inc.
![]() Fiera Capital, Inc. Investment ManagersFinance Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations. | Analyst-Equity | 01/01/1973 | - |
Analyst-Fixed Income | 01/01/1973 | - | |
Membre du Comité d'Investissement | 01/01/1973 | - | |
Gestionnaire de Portefeuille-Actions | 01/01/1973 | - | |
Portfolio Manager-Fixed Income | 29/08/2012 | - |
Formation de Beverly Troxler O'Grady
The Trustees of Columbia University in The City of New York | Graduate Degree |
St. Mary's College (Indiana) | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 6 |
Opérationnelle
Analyst-Equity | 1 |
Analyst-Fixed Income | 1 |
Investment Committee Member | 1 |
Sectorielle
Finance | 3 |
Consumer Services | 3 |
Miscellaneous | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Sociétés cotées | 1 |
---|---|
CHARLES SCHWAB | Finance |
Entreprise privées | 2 |
---|---|
Fiera Capital, Inc.
![]() Fiera Capital, Inc. Investment ManagersFinance Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations. | Finance |
The Swiss Helvetia Fund, Inc.
![]() The Swiss Helvetia Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous The Swiss Helvetia Fund, Inc. operates as a non-diversified, closed end investment fund. It intends to seek long-term capital appreciation through investment in equity and equity-linked securities of Swiss companies and it also intends to acquire and hold equity and equity-linked securities of non-Swiss companies in limited instances. The company was founded on October 24, 1986 and is headquartered in Milwaukee, WI. | Miscellaneous |
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