Profil
Britt T.
Whitfield worked as a Principal at Wells Fargo Family Wealth and as a Regional Chief Investment Officer at Abbot Downing Investment Advisors.
Whitfield holds an MBA from Duke University and an undergraduate degree from North Carolina State University.
Anciens postes connus de Britt T. Whitfield
| Sociétés | Poste | Fin |
|---|---|---|
Wells Fargo Family Wealth
Wells Fargo Family Wealth Investment ManagersFinance Wells Fargo Family Wealth focuses on extensive manager research with the goal or providing a wide variety of sophisticated investment strategies that are not widely available to individual investors. The firm's ongoing Risk Optics approach seeks to align each client's investments with their overall risk tolerance. Though not limited by sector Wells Fargo Family Wealth tends to invest in the stocks of US mid-cap and large-cap companies in the finance, electronic technology, health technology and retail sectors. The firm maintains a low turnover rate. | Corporate Officer/Principal | - |
Abbot Downing Investment Advisors
Abbot Downing Investment Advisors Investment ManagersFinance Abbot Downing Investment Advisors subjects every potential investment to rigorous analysis of quantitative and qualitative risk factors to determine its merit. Their customized investment strategies include: (1) investment vehicles that track large, socioeconomic global trends (2) a core set of custom stock strategies in firms with large capitalization, those with small capitalization, international stocks, plus individually managed bonds (3) a traditional due diligence process that offers exclusive opportunities, including access to selected third-party managers and (4) access to hedge funds, private capital, private real estate and specialized capital managers that are not available to most investors. | Head-Equity Investments | - |
Formation de Britt T. Whitfield
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Duke University
Duke University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
North Carolina State University
North Carolina State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wells Fargo Family Wealth
Wells Fargo Family Wealth Investment ManagersFinance Wells Fargo Family Wealth focuses on extensive manager research with the goal or providing a wide variety of sophisticated investment strategies that are not widely available to individual investors. The firm's ongoing Risk Optics approach seeks to align each client's investments with their overall risk tolerance. Though not limited by sector Wells Fargo Family Wealth tends to invest in the stocks of US mid-cap and large-cap companies in the finance, electronic technology, health technology and retail sectors. The firm maintains a low turnover rate. | Finance |
Abbot Downing Investment Advisors
Abbot Downing Investment Advisors Investment ManagersFinance Abbot Downing Investment Advisors subjects every potential investment to rigorous analysis of quantitative and qualitative risk factors to determine its merit. Their customized investment strategies include: (1) investment vehicles that track large, socioeconomic global trends (2) a core set of custom stock strategies in firms with large capitalization, those with small capitalization, international stocks, plus individually managed bonds (3) a traditional due diligence process that offers exclusive opportunities, including access to selected third-party managers and (4) access to hedge funds, private capital, private real estate and specialized capital managers that are not available to most investors. | Finance |
















