Donna Black
Plus aucun poste en cours
Profil
Ms. Donna Black, CPA, is a Director-Operations at WestEnd Advisors LLC.
Prior to joining WestEnd Advisors in 2005, Ms. Black worked for 10 years as an Assistant Vice-President with First Carolina Investors, where she was an equity analyst focused on the banking and savings and loan industries.
She also helped the firm with its SEC reporting and financial statement preparation.
Before First Carolina Investors, she worked for KPMG Peat Marwick in the auditing department specializing in audits of savings and loan clients.
Ms. Black has her CPA certificate, and is a graduate of The University of North Carolina at Chapel Hill.
Anciens postes connus de Donna Black
| Sociétés | Poste | Fin |
|---|---|---|
First Carolina Investors, Inc.
 First Carolina Investors, Inc. Investment Trusts/Mutual FundsMiscellaneous Founded in 1971, First Carolina Investors, Inc. is a closed-end mutual fund company located in Fort Mill, South Carolina. | Analyst-Equity | 31/12/2004 |
| KPMG Peat Marwick LLP | Corporate Officer/Principal | - |
WestEnd Advisors LLC
 WestEnd Advisors LLC Investment ManagersFinance WestEnd Advisors LLC (WestEnd) is a registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Robert L. Pharr in 2004 as Southview Partners LLC. They were acquired in 2022 by Victory Capital Holdings, Inc. (NASDAQ: VCTR). WestEnd manages equity and fixed-income portfolios for institutional and individual investors. Additionally, the firm participates as a portfolio manager in several wrap-fee programs. | Corporate Officer/Principal | - |
Formation de Donna Black
| The University of North Carolina at Charlotte | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
WestEnd Advisors LLC
WestEnd Advisors LLC Investment ManagersFinance WestEnd Advisors LLC (WestEnd) is a registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Robert L. Pharr in 2004 as Southview Partners LLC. They were acquired in 2022 by Victory Capital Holdings, Inc. (NASDAQ: VCTR). WestEnd manages equity and fixed-income portfolios for institutional and individual investors. Additionally, the firm participates as a portfolio manager in several wrap-fee programs. | Finance |
First Carolina Investors, Inc.
First Carolina Investors, Inc. Investment Trusts/Mutual FundsMiscellaneous Founded in 1971, First Carolina Investors, Inc. is a closed-end mutual fund company located in Fort Mill, South Carolina. | Miscellaneous |
| KPMG Peat Marwick LLP | Commercial Services |
