![Eddie Carlisle](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Eddie Carlisle
Gestionnaire de Portefeuille-Actions chez Waverly Advisors LLC (Alabama)
Postes actifs de Eddie Carlisle
Sociétés | Poste | Début | Fin |
---|---|---|---|
Waverly Advisors LLC (Alabama)
![]() Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors LLC is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1999 and formerly known as Warren Averett Asset Management LLC and as WA Asset Management LLC. They are a subsidiary of WAAM Parent LLC, which is owned by WAAM Topco LLC. Waverly Advisors offers personal wealth management, family office, retirement plan and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Gestionnaire de Portefeuille-Actions | 01/09/2023 | - |
Historique de carrière de Eddie Carlisle
Anciens postes connus de Eddie Carlisle
Sociétés | Poste | Début | Fin |
---|---|---|---|
Soundpath Investment Advisors LLC
![]() Soundpath Investment Advisors LLC Investment ManagersFinance Soundpath Investment Advisors LLC (Soundpath) is an asset management firm headquartered in Ridgeland, Mississippi. The firm was formerly named Medley & Brown LLC and is the successor to Medley & Company, Inc. (dba Medley & Brown), which was founded in 1988. They were acquired in 2023 by Waverly Advisors LLC, which is ultimately owned by WAAM Topco LLC. Soundpath provides portfolio management services to individuals, high-net worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, or other business entities. | Compliance Officer | 01/05/2006 | 01/09/2023 |
Gestionnaire de Portefeuille-Actions | 01/05/2006 | 01/09/2023 | |
Watkins & Eager PLLC
![]() Watkins & Eager PLLC Miscellaneous Commercial ServicesCommercial Services Watkins & Eager PLLC provides legal services. Its practice areas includes litigation, business, government and administrative law. The company was founded by William Hamilton Watkins in 1895 and is headquartered in Jackson, MS. | Corporate Officer/Principal | - | - |
Formation de Eddie Carlisle
Mississippi College | Undergraduate Degree |
Vanderbilt University | Graduate Degree |
University of Florida | Graduate Degree |
Statistiques
Internationale
Etats-Unis | 7 |
Opérationnelle
Portfolio Manager-Equities | 2 |
Graduate Degree | 2 |
Compliance Officer | 1 |
Sectorielle
Consumer Services | 4 |
Finance | 3 |
Commercial Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 3 |
---|---|
Soundpath Investment Advisors LLC
![]() Soundpath Investment Advisors LLC Investment ManagersFinance Soundpath Investment Advisors LLC (Soundpath) is an asset management firm headquartered in Ridgeland, Mississippi. The firm was formerly named Medley & Brown LLC and is the successor to Medley & Company, Inc. (dba Medley & Brown), which was founded in 1988. They were acquired in 2023 by Waverly Advisors LLC, which is ultimately owned by WAAM Topco LLC. Soundpath provides portfolio management services to individuals, high-net worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, or other business entities. | Finance |
Watkins & Eager PLLC
![]() Watkins & Eager PLLC Miscellaneous Commercial ServicesCommercial Services Watkins & Eager PLLC provides legal services. Its practice areas includes litigation, business, government and administrative law. The company was founded by William Hamilton Watkins in 1895 and is headquartered in Jackson, MS. | Commercial Services |
Waverly Advisors LLC (Alabama)
![]() Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors LLC is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1999 and formerly known as Warren Averett Asset Management LLC and as WA Asset Management LLC. They are a subsidiary of WAAM Parent LLC, which is owned by WAAM Topco LLC. Waverly Advisors offers personal wealth management, family office, retirement plan and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Finance |
- Bourse
- Insiders
- Eddie Carlisle
- Expérience