Donald Frank Woodley
Fondateur chez Woodley Farra Manion Portfolio Management, Inc.
Profil
Donald Frank Woodley has founded Woodley Farra Manion Portfolio Management, Inc. in 1995 where he holds the title of Portfolio Manager.
He worked as a Special Agent at The Northwestern Mutual Life Insurance Co. from 1977 to 1979.
From 1980 to 1984, he worked as a Registered Representative at J.J.B.
Hilliard, W.L.
Lyons LLC.
He was a Vice President at JPMorgan Chase Bank, NA (Boston, Massachusetts) from 1991 to 1991.
He also worked as a Senior Vice President at Trust & Investment Advisors, Inc. from 1992 to 1995.
Mr. Woodley received his undergraduate degree from Indiana University in 1977.
Postes actifs de Donald Frank Woodley
| Sociétés | Poste | Début |
|---|---|---|
Woodley Farra Manion Portfolio Management, Inc.
 Woodley Farra Manion Portfolio Management, Inc. Investment ManagersFinance Woodley Farra Manion Portfolio Management, Inc. (dba Woodley Farra) is a wealth management firm and registered investment advisor headquartered in Indianapolis, Indiana. The firm was co-founded by Donal Woodley and George Farra in 1995. Woodley Farra provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations (and other business organizations). | Fondateur | 01/10/1995 |
Anciens postes connus de Donald Frank Woodley
| Sociétés | Poste | Fin |
|---|---|---|
Trust & Investment Advisors, Inc.
 Trust & Investment Advisors, Inc. Investment ManagersFinance Trust & Investment Advisors, Inc., do-business-as Trust Investment Advisors (TIA), is a wealth management firm headquartered in Indianapolis, Indiana. The firm was founded by Larry K. Pitts in 1987 and is owned by Street Capital Partners LLC. TIA manages investment portfolios for various clients. | Gestionnaire de Portefeuille-Actions | 01/01/1995 |
JPMorgan Chase Bank, NA (Boston, Massachusetts)
 JPMorgan Chase Bank, NA (Boston, Massachusetts) Financial ConglomeratesFinance JPMorgan Chase Bank NA is a fund distributor located in Boston. The firm is a subsidiary of JPMorgan Securities LLC. Their ultimate parent is JPMorgan Chase & Co., Inc. (NYSE: JPM) | Corporate Officer/Principal | 31/12/1991 |
J.J.B. Hilliard, W.L. Lyons LLC
 J.J.B. Hilliard, W.L. Lyons LLC Investment Banks/BrokersFinance J.J.B. Hilliard, W.L. Lyons LLC is a broker/dealer headquartered in Louisville, Kentucky. The firm is a subsidiary of HL Financial Services LLC. They provide a full array of investment services. J.J.B. Hilliard specializes in a variety of industries including banks, REITs, technology, healthcare, pharmaceuticals, specialty chemicals, utilities, telecommunications providers, entertainment and leisure. The firm focuses on companies that provide niche products or services not easily duplicated. The companies they recommend must exhibit a combination of attributes including high returns on assets and equity, reliable earnings that are growing and manageable debt. J.J.B. Hilliard also prefers companies that generate excess cash. Through its predecessors, the firm's origins can be traced to 1854. In 1965, J.J.B. Hilliard & Son and W.L. Lyons and Co. combined to become J.J.B. Hilliard, W.L. Lyons. In 1972, Hilliard Lyons exchanged its traditional partnership form of business for a corporation model. Then, in 1998, Hilliard Lyons was acquired by PNC Financial Services GroupI. In 2008, ownership of Hilliard Lyons was transitioned from PNC Financial Services Group to joint ownership by Hilliard Lyons’ own employees and Houchens Industries, Inc. of Bowling Green, Kentucky, a diversified, employee-owned company. | Corporate Officer/Principal | 31/12/1984 |
The Northwestern Mutual Life Insurance Co.
 The Northwestern Mutual Life Insurance Co. Life/Health InsuranceFinance The Northwestern Mutual Life Insurance Co. provides insurance and financial security solutions. The firm offers life insurance, long-term care insurance, disability insurance, annuities, and investment products. It also provides financial planning strategies and solutions. The company was founded by John C. Johnston on March 2, 1857 and is headquartered in Milwaukee, WI. | Corporate Officer/Principal | 31/12/1979 |
Formation de Donald Frank Woodley
| Indiana University | Undergraduate Degree |
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 | 5 |
|---|---|
Woodley Farra Manion Portfolio Management, Inc.
Woodley Farra Manion Portfolio Management, Inc. Investment ManagersFinance Woodley Farra Manion Portfolio Management, Inc. (dba Woodley Farra) is a wealth management firm and registered investment advisor headquartered in Indianapolis, Indiana. The firm was co-founded by Donal Woodley and George Farra in 1995. Woodley Farra provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations (and other business organizations). | Finance |
Trust & Investment Advisors, Inc.
Trust & Investment Advisors, Inc. Investment ManagersFinance Trust & Investment Advisors, Inc., do-business-as Trust Investment Advisors (TIA), is a wealth management firm headquartered in Indianapolis, Indiana. The firm was founded by Larry K. Pitts in 1987 and is owned by Street Capital Partners LLC. TIA manages investment portfolios for various clients. | Finance |
The Northwestern Mutual Life Insurance Co.
The Northwestern Mutual Life Insurance Co. Life/Health InsuranceFinance The Northwestern Mutual Life Insurance Co. provides insurance and financial security solutions. The firm offers life insurance, long-term care insurance, disability insurance, annuities, and investment products. It also provides financial planning strategies and solutions. The company was founded by John C. Johnston on March 2, 1857 and is headquartered in Milwaukee, WI. | Finance |
JPMorgan Chase Bank, NA (Boston, Massachusetts)
JPMorgan Chase Bank, NA (Boston, Massachusetts) Financial ConglomeratesFinance JPMorgan Chase Bank NA is a fund distributor located in Boston. The firm is a subsidiary of JPMorgan Securities LLC. Their ultimate parent is JPMorgan Chase & Co., Inc. (NYSE: JPM) | Finance |
J.J.B. Hilliard, W.L. Lyons LLC
J.J.B. Hilliard, W.L. Lyons LLC Investment Banks/BrokersFinance J.J.B. Hilliard, W.L. Lyons LLC is a broker/dealer headquartered in Louisville, Kentucky. The firm is a subsidiary of HL Financial Services LLC. They provide a full array of investment services. J.J.B. Hilliard specializes in a variety of industries including banks, REITs, technology, healthcare, pharmaceuticals, specialty chemicals, utilities, telecommunications providers, entertainment and leisure. The firm focuses on companies that provide niche products or services not easily duplicated. The companies they recommend must exhibit a combination of attributes including high returns on assets and equity, reliable earnings that are growing and manageable debt. J.J.B. Hilliard also prefers companies that generate excess cash. Through its predecessors, the firm's origins can be traced to 1854. In 1965, J.J.B. Hilliard & Son and W.L. Lyons and Co. combined to become J.J.B. Hilliard, W.L. Lyons. In 1972, Hilliard Lyons exchanged its traditional partnership form of business for a corporation model. Then, in 1998, Hilliard Lyons was acquired by PNC Financial Services GroupI. In 2008, ownership of Hilliard Lyons was transitioned from PNC Financial Services Group to joint ownership by Hilliard Lyons’ own employees and Houchens Industries, Inc. of Bowling Green, Kentucky, a diversified, employee-owned company. | Finance |