Bill Dunn
Analyst-Equity chez Charter Research & Investment Group, Inc.
Postes actifs de Bill Dunn
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
Charter Research & Investment Group, Inc.
 Charter Research & Investment Group, Inc. Investment ManagersFinance Charter Research & Investment Group, Inc. (Charter) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Southport, Connecticut. The firm was founded by Paula Luciani in 1988. Charter provides asset management services to high net-worth individuals and families. | Analyst-Equity | 01/06/2003 | - |
Historique de carrière de Bill Dunn
Anciens postes connus de Bill Dunn
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
| First Union Bank (New York Branch) | Corporate Officer/Principal | - | - |
State Street Bank & Trust Co., NA
 State Street Bank & Trust Co., NA Regional BanksFinance Part of State Street Corp., State Street Bank & Trust Co., NA is a nationally chartered commercial bank providing trust and other banking services. The company is based in New York, NY. | Corporate Officer/Principal | - | - |
Wright Investors' Service, Inc.
 Wright Investors' Service, Inc. Investment ManagersFinance Wright Investors' Service, Inc. (Wright) is a SEC-registered investment adviser headquartered in Shelton, Connecticut. The firm was founded in 1996 and is a wholly owned subsidiary of The Winthrop Corp., which is wholly owned by Khandwala Capital Management, Inc. Wright manages the equity and fixed income assets of individuals, corporations, municipalities, multi-employer benefit plans, endowments, foundations and trust funds, and providing sub-advisory services to bank trust departments. The firm also offers discretionary investment management services to clients through several wrap programs, for which Wright does not serve as the sponsor. | Corporate Officer/Principal | - | - |
Formation de Bill Dunn
| Norwich University | Undergraduate Degree |
| Fairleigh Dickinson University | Masters Business Admin |
Statistiques
Internationale
| Etats-Unis | 7 |
Opérationnelle
| Corporate Officer/Principal | 3 |
| Analyst-Equity | 1 |
| Undergraduate Degree | 1 |
Sectorielle
| Finance | 5 |
| Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Charter Research & Investment Group, Inc.
Charter Research & Investment Group, Inc. Investment ManagersFinance Charter Research & Investment Group, Inc. (Charter) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Southport, Connecticut. The firm was founded by Paula Luciani in 1988. Charter provides asset management services to high net-worth individuals and families. | Finance |
Wright Investors' Service, Inc.
Wright Investors' Service, Inc. Investment ManagersFinance Wright Investors' Service, Inc. (Wright) is a SEC-registered investment adviser headquartered in Shelton, Connecticut. The firm was founded in 1996 and is a wholly owned subsidiary of The Winthrop Corp., which is wholly owned by Khandwala Capital Management, Inc. Wright manages the equity and fixed income assets of individuals, corporations, municipalities, multi-employer benefit plans, endowments, foundations and trust funds, and providing sub-advisory services to bank trust departments. The firm also offers discretionary investment management services to clients through several wrap programs, for which Wright does not serve as the sponsor. | Finance |
| First Union Bank (New York Branch) | Finance |
State Street Bank & Trust Co., NA
State Street Bank & Trust Co., NA Regional BanksFinance Part of State Street Corp., State Street Bank & Trust Co., NA is a nationally chartered commercial bank providing trust and other banking services. The company is based in New York, NY. | Finance |
