Brendan James Wagner
Analyst-Equity chez A. Montag & Associates, Inc.
Postes actifs de Brendan James Wagner
Sociétés | Poste | Début | Fin |
---|---|---|---|
A. Montag & Associates, Inc.
A. Montag & Associates, Inc. Investment ManagersFinance A. Montag & Associates, Inc. (MONTAG) is an independent wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Louis Anthony (Tony) Montag in 1982. MONTAG provides portfolio management and general consulting services to individuals, families, trusts, estates, charitable organizations and foundations and other endowed institutions. | Analyst-Equity | 01/04/2017 | - |
Gestionnaire de Portefeuille-Actions | 01/04/2017 | - |
Historique de carrière de Brendan James Wagner
Anciens postes connus de Brendan James Wagner
Sociétés | Poste | Début | Fin |
---|---|---|---|
Gratus Capital LLC
Gratus Capital LLC Investment ManagersFinance Gratus Capital LLC is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Hank McLarty in 2006 as Gratus Capital Management LLC. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Gratus Capital provides investment management services on a discretionary and non-discretionary basis to individuals, families, high net worth individuals, retirement accounts, ERISA plans, charities, limited partnerships, and other businesses. They also serve as the investment manager of several private funds. | Analyst-Equity | 01/05/2016 | 01/04/2017 |
Trading-Equity | 01/05/2016 | 01/04/2017 | |
Spectrum Advisory Services, Inc.
Spectrum Advisory Services, Inc. Investment ManagersFinance Founded in 1991, Spectrum Advisory Services, Inc. (SAS) is an investment advisor located in Atlanta, Georgia. The firm is a subsidiary of Gratus Capital LLC and their ultimate parent is Focus Financial Partners LLC. The firm provides personalized confidential investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses. | Analyst-Equity | 01/06/2010 | 30/04/2016 |
Analyst-Fixed Income | 01/06/2010 | 30/04/2016 | |
Gestionnaire de Portefeuille-Actions | 01/06/2010 | 30/04/2016 | |
Trading-Fixed Income | 01/06/2010 | 30/04/2016 |
Formation de Brendan James Wagner
Boston College | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 5 |
Opérationnelle
Analyst-Equity | 3 |
Portfolio Manager-Equities | 2 |
Analyst-Fixed Income | 1 |
Sectorielle
Finance | 4 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 3 |
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Spectrum Advisory Services, Inc.
Spectrum Advisory Services, Inc. Investment ManagersFinance Founded in 1991, Spectrum Advisory Services, Inc. (SAS) is an investment advisor located in Atlanta, Georgia. The firm is a subsidiary of Gratus Capital LLC and their ultimate parent is Focus Financial Partners LLC. The firm provides personalized confidential investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses. | Finance |
Gratus Capital LLC
Gratus Capital LLC Investment ManagersFinance Gratus Capital LLC is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Hank McLarty in 2006 as Gratus Capital Management LLC. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Gratus Capital provides investment management services on a discretionary and non-discretionary basis to individuals, families, high net worth individuals, retirement accounts, ERISA plans, charities, limited partnerships, and other businesses. They also serve as the investment manager of several private funds. | Finance |
A. Montag & Associates, Inc.
A. Montag & Associates, Inc. Investment ManagersFinance A. Montag & Associates, Inc. (MONTAG) is an independent wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Louis Anthony (Tony) Montag in 1982. MONTAG provides portfolio management and general consulting services to individuals, families, trusts, estates, charitable organizations and foundations and other endowed institutions. | Finance |
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