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Historique de carrière de Don Wilson
Anciens postes connus de Don Wilson
Sociétés | Poste | Début | Fin |
---|---|---|---|
Brightworth LLC
![]() Brightworth LLC Investment ManagersFinance Brightworth LLC is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 1997 by Dave Polstra, Chris Dardaman, Alan Gotthardt, and Ray Padrón. They are a subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSE: CIX) in Canada. Brightworth provides investment management services and wealth counsel to high net-worth individuals, families, trusts, estates, charitable organizations, small business owners, pension plans and profit-sharing plans. | Analyst-Equity | 01/06/1998 | 01/03/2023 |
Directeur en chef des Investissements | 01/01/2014 | 01/03/2023 | |
Membre du Comité d'Investissement | 01/01/2014 | 01/03/2023 | |
Gestionnaire de Portefeuille-Actions | 01/06/2001 | 01/03/2023 | |
Responsable de la banque privée | 01/01/2014 | 01/03/2023 |
Formation de Don Wilson
Georgia Institute of Technology | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 3 |
Opérationnelle
Analyst-Equity | 1 |
Chief Investment Officer | 1 |
Investment Committee Member | 1 |
Sectorielle
Finance | 2 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 1 |
---|---|
Brightworth LLC
![]() Brightworth LLC Investment ManagersFinance Brightworth LLC is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 1997 by Dave Polstra, Chris Dardaman, Alan Gotthardt, and Ray Padrón. They are a subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSE: CIX) in Canada. Brightworth provides investment management services and wealth counsel to high net-worth individuals, families, trusts, estates, charitable organizations, small business owners, pension plans and profit-sharing plans. | Finance |
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