Clifford Padgett Hodge
Directeur en chef des Investissements chez Cornerstone Wealth Group LLC
Profil
Mr. Clifford P.
Hodge is a Chief Investment Officer at Cornerstone Wealth Group LLC.
He oversees all aspects of investment due diligence for the firm, with a focus on asset allocation research, security analysis, manager due diligence and portfolio construction.
He also leads the firm’s investment committee and partners with committee members to set the firm’s investment strategy.
He brings a passion for the markets and a data-driven process to macroeconomic analysis and portfolio construction.
Mr. Hodge started in the investment industry in 2008, launching his career with Vanguard, and later served as an Investment Analyst for GNI Capital, a long-short hedge fund and as Portfolio Manager for FinTrust Capital Partners.
He received his BA in Economics degree from Clemson University and an MBA with finance concentration from Darla Moore School of Business.
He is a member of the SC and NC CFA Society, Clemson University and University of South Carolina Alumni Associations, is the board of UofSC’s Veteran’s Day 5k, and St. Pat’s in Five Points.
Postes actifs de Clifford Padgett Hodge
| Sociétés | Poste | Début |
|---|---|---|
Cornerstone Wealth Group LLC
 Cornerstone Wealth Group LLC Investment ManagersFinance Cornerstone Wealth Group LLC (Cornerstone Wealth) is a SEC-registered investment advisor headquartered in Huntersville, North Carolina. The firm is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Cornerstone Wealth provides individuals and other types of clients with a wide array of investment advisory services. | Directeur en chef des Investissements | 01/01/2020 |
Anciens postes connus de Clifford Padgett Hodge
| Sociétés | Poste | Fin |
|---|---|---|
FinTrust Brokerage Services LLC
 FinTrust Brokerage Services LLC Investment ManagersFinance Part of United Community Banks, Inc., FinTrust Brokerage Services LLC is a financial advisory firm based in Greenville, SC. The company's credentialed professionals handle personal, corporate, and institutional planning. | Analyst-Equity | 01/04/2018 |
FinTrust Investment Advisory Services LLC
 FinTrust Investment Advisory Services LLC Investment ManagersFinance Founded in 2008, FinTrust Investment Advisory Services LLC is a registered investment advisor located in Greenville, South Carolina. The firm is a subsidiary of FinTrust Advisors LLC. They were formerly known as Elliott Davis Investment Advisors. FinTrust Investment Advisory Services provides portfolio management services to individuals, corporations and business entities, pension and profit-sharing plans, charitable institutions, foundations, endowments, estates and trusts. | Gestionnaire de Portefeuille-Actions | 29/03/2018 |
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Corporate Officer/Principal | 01/07/2015 |
| University of South Carolina | Corporate Officer/Principal | - |
Formation de Clifford Padgett Hodge
| Clemson University | Undergraduate Degree |
| Darla Moore School of Business | Masters Business Admin |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Finance |
FinTrust Investment Advisory Services LLC
FinTrust Investment Advisory Services LLC Investment ManagersFinance Founded in 2008, FinTrust Investment Advisory Services LLC is a registered investment advisor located in Greenville, South Carolina. The firm is a subsidiary of FinTrust Advisors LLC. They were formerly known as Elliott Davis Investment Advisors. FinTrust Investment Advisory Services provides portfolio management services to individuals, corporations and business entities, pension and profit-sharing plans, charitable institutions, foundations, endowments, estates and trusts. | Finance |
FinTrust Brokerage Services LLC
FinTrust Brokerage Services LLC Investment ManagersFinance Part of United Community Banks, Inc., FinTrust Brokerage Services LLC is a financial advisory firm based in Greenville, SC. The company's credentialed professionals handle personal, corporate, and institutional planning. | Finance |
Cornerstone Wealth Group LLC
Cornerstone Wealth Group LLC Investment ManagersFinance Cornerstone Wealth Group LLC (Cornerstone Wealth) is a SEC-registered investment advisor headquartered in Huntersville, North Carolina. The firm is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Cornerstone Wealth provides individuals and other types of clients with a wide array of investment advisory services. | Finance |
