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Dan Powell
Analyst-Equity chez Wilbanks, Smith & Thomas Asset Management LLC
Postes actifs de Dan Powell
Sociétés | Poste | Début | Fin |
---|---|---|---|
Wilbanks, Smith & Thomas Asset Management LLC
![]() Wilbanks, Smith & Thomas Asset Management LLC Investment ManagersFinance Wilbanks, Smith & Thomas Asset Management LLC (WST) is a SEC-registered asset management firm headquartered in Norfolk, Virginia. In 2024, the firm was acquired by Clearstead Advisors LLC, a holding company. The firm was founded by Wayne Wilbanks in 1990. WST provides investment services for individuals, pension and profit-sharing plans, corporations, Taft Hartley organizations, municipalities, bank trust departments, trust companies, insurance companies, foundations, and endowments. | Analyst-Equity | 01/01/2016 | - |
Membre du Comité d'Investissement | 01/01/2016 | - | |
Gestionnaire de Portefeuille-Actions | 01/01/2016 | - |
Historique de carrière de Dan Powell
Anciens postes connus de Dan Powell
Sociétés | Poste | Début | Fin |
---|---|---|---|
Heritage Wealth Advisors LLC
![]() Heritage Wealth Advisors LLC Investment ManagersFinance Heritage Wealth Advisors LLC (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Richmond, Virginia. The firm was founded in 2005 by Dee Ann Remo. Heritage offers investment advisory services to individuals, high net worth individuals, families, trusts and estates, business entities, non-profit organizations, retirement plans and other profit-sharing plans. | Analyst-Equity | 05/02/2014 | 24/03/2016 |
Directeur de la Recherche - Actions | 05/02/2014 | 24/03/2016 | |
Godsey & Gibb, Inc.
![]() Godsey & Gibb, Inc. Investment ManagersFinance Godsey & Gibb, Inc., do-business-as Godsey & Gibb Wealth Management, is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by Frank Gibb III and Joseph Godsey Jr. in 1985. Godsey & Gibb provides investment management, tax planning and preparation, financial planning, family wealth advising, retirement planning, estate planning, and insurance consulting services to individual and institutional clients. | Directeur de la Recherche - Actions | 01/01/2007 | - |
Membre du Comité d'Investissement | 07/11/2012 | - | |
Gestionnaire de Portefeuille-Actions | 07/11/2012 | - | |
Portfolio Manager-Fixed Income | 07/11/2012 | - |
Formation de Dan Powell
University of Georgia | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 5 |
Opérationnelle
Director of Research - Equity | 2 |
Investment Committee Member | 2 |
Portfolio Manager-Equities | 2 |
Sectorielle
Finance | 4 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 3 |
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Godsey & Gibb, Inc.
![]() Godsey & Gibb, Inc. Investment ManagersFinance Godsey & Gibb, Inc., do-business-as Godsey & Gibb Wealth Management, is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by Frank Gibb III and Joseph Godsey Jr. in 1985. Godsey & Gibb provides investment management, tax planning and preparation, financial planning, family wealth advising, retirement planning, estate planning, and insurance consulting services to individual and institutional clients. | Finance |
Heritage Wealth Advisors LLC
![]() Heritage Wealth Advisors LLC Investment ManagersFinance Heritage Wealth Advisors LLC (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Richmond, Virginia. The firm was founded in 2005 by Dee Ann Remo. Heritage offers investment advisory services to individuals, high net worth individuals, families, trusts and estates, business entities, non-profit organizations, retirement plans and other profit-sharing plans. | Finance |
Wilbanks, Smith & Thomas Asset Management LLC
![]() Wilbanks, Smith & Thomas Asset Management LLC Investment ManagersFinance Wilbanks, Smith & Thomas Asset Management LLC (WST) is a SEC-registered asset management firm headquartered in Norfolk, Virginia. In 2024, the firm was acquired by Clearstead Advisors LLC, a holding company. The firm was founded by Wayne Wilbanks in 1990. WST provides investment services for individuals, pension and profit-sharing plans, corporations, Taft Hartley organizations, municipalities, bank trust departments, trust companies, insurance companies, foundations, and endowments. | Finance |
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