![Ed L. Brundick](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Ed Brundick is a Managing Director & Head of Private Client Group at Duncan Williams, Inc. He joined Duncan Williams in January 2011.
Previously, he worked for Waddell & Associates as a Chief Operating Officer & Chief Compliance Officer from February 2010 until December 2010.
He also worked at Morgan Keegan from August 2003 until December 2009.
Mr. Brundick received his undergraduate degree from the University of Memphis in 1998 and an MBA from the University of Memphis in 1999.
Anciens postes connus de Ed L. Brundick
| Sociétés | Poste | Fin |
|---|---|---|
AMWJR, Inc.
 AMWJR, Inc. Investment ManagersFinance Waddell & Associates recommends investments in no-load mutual funds, ETFs, individual securities, money market funds, CDs, corporate bonds, US Treasury bonds and municipal bonds. The firm typically creates portfolios of no-load mutual funds, using model portfolios which match clients' unique investment objectives. They monitor the performance of these funds, adjusting portfolio positions in response to changing economic and market conditions. While W&A typically invests in no-load mutual funds, they may also invest in conservative fixed-income securities. W&A's investment philosophy is not constrained by capitalization size or domicile. Based on a variety of research methods, the firm develops a global, macro-economic view of the investing landscape. W&A then conducts extensive searches for relevant fund managers to coincide with their macroeconomic views. The managers use a combination of fundamental, technical, bottom-up and top-down analysis to make buy and sell decisions. When analyzing managers, W&A focuses on a variety of factors, including but not limited to manager tenure, performance track record, peer group representation, investing philosophy, portfolio composition, beta, r-squared, upside/downside capture, current conditions and future outlook of the markets. | Directeur des opérations | 31/12/2010 |
Morgan Keegan & Co., Inc. (Old)
 Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/12/2009 |
SouthState DuncanWilliams Securities Corp.
 SouthState DuncanWilliams Securities Corp. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Formation de Ed L. Brundick
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
95
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Morgan Keegan & Co., Inc. (Old)
Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Provides brokerage services | Finance |
SouthState DuncanWilliams Securities Corp.
SouthState DuncanWilliams Securities Corp. Investment Banks/BrokersFinance Provides brokerage services | Finance |
AMWJR, Inc.
AMWJR, Inc. Investment ManagersFinance Waddell & Associates recommends investments in no-load mutual funds, ETFs, individual securities, money market funds, CDs, corporate bonds, US Treasury bonds and municipal bonds. The firm typically creates portfolios of no-load mutual funds, using model portfolios which match clients' unique investment objectives. They monitor the performance of these funds, adjusting portfolio positions in response to changing economic and market conditions. While W&A typically invests in no-load mutual funds, they may also invest in conservative fixed-income securities. W&A's investment philosophy is not constrained by capitalization size or domicile. Based on a variety of research methods, the firm develops a global, macro-economic view of the investing landscape. W&A then conducts extensive searches for relevant fund managers to coincide with their macroeconomic views. The managers use a combination of fundamental, technical, bottom-up and top-down analysis to make buy and sell decisions. When analyzing managers, W&A focuses on a variety of factors, including but not limited to manager tenure, performance track record, peer group representation, investing philosophy, portfolio composition, beta, r-squared, upside/downside capture, current conditions and future outlook of the markets. | Finance |
University of Memphis
 University of Memphis Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
