Dale R. Weigand
Directeur Financier/CFO chez Boenning & Scattergood, Inc.
Profil
Mr. Dale R.
Weigand is a Chief Financial Officer, Treasurer & Managing Director at Boenning & Scattergood, Inc. and a Member at CFA Society of Philadelphia.
He joined the firm in June 2006.
Prior to joining Boenning & Scattergood, he held similar positions at U.S.
Trust Company, an asset management and trust company, from 1999 to 2006, Radnor Capital Management, a registered investment advisor, from 1993 to 1999 (Radnor was purchased by U.S.
Trust Company), and the Delaware Group of Mutual Funds (and its affiliates) from 1980 to 1993.
He earned a Bachelor of Science degree from Philadelphia University and a Master of Business Administration degree from Drexel University.
Postes actifs de Dale R. Weigand
| Sociétés | Poste | Début |
|---|---|---|
Boenning & Scattergood, Inc.
 Boenning & Scattergood, Inc. Investment ManagersFinance Boenning & Scattergood, Inc. (dba 1914 Advisors) is a SEC-registered investment advisor headquartered in West Conshohocken, Pennsylvania. The firm was founded in 1914 and is a subsidiary of Boenning & Scattergood Holdings, Inc. 1914 Advisors provides personalized fee-based financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Directeur Financier/CFO | 01/06/2006 |
| CFA Society of Philadelphia | Corporate Officer/Principal | - |
Anciens postes connus de Dale R. Weigand
| Sociétés | Poste | Fin |
|---|---|---|
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Corporate Officer/Principal | 31/12/2006 |
Radnor Capital Management, Inc.
 Radnor Capital Management, Inc. Investment ManagersFinance Part of Bank of America Corp., Radnor Capital Management, Inc. provides investment management services. The company is based in Wayne, PA. | Corporate Officer/Principal | 31/12/1999 |
| Delaware Group Adviser Funds | Corporate Officer/Principal | 31/12/1992 |
Formation de Dale R. Weigand
| Philadelphia University | Undergraduate Degree |
| Drexel University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
Radnor Capital Management, Inc.
Radnor Capital Management, Inc. Investment ManagersFinance Part of Bank of America Corp., Radnor Capital Management, Inc. provides investment management services. The company is based in Wayne, PA. | Finance |
| Delaware Group Adviser Funds | Miscellaneous |
Boenning & Scattergood, Inc.
Boenning & Scattergood, Inc. Investment ManagersFinance Boenning & Scattergood, Inc. (dba 1914 Advisors) is a SEC-registered investment advisor headquartered in West Conshohocken, Pennsylvania. The firm was founded in 1914 and is a subsidiary of Boenning & Scattergood Holdings, Inc. 1914 Advisors provides personalized fee-based financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Finance |
| CFA Society of Philadelphia |
