Profil
Fred Wetzel worked as a Senior Investment Analyst at Montag & Caldwell, Inc. from 1968 to 1982.
He then worked as a Portfolio Manager at Cornerstone Investment Partners LLC from 2013 to 2016.
Prior to that, he held Principal positions at Southern National Bank and Invesco Capital Management, Inc. Wetzel earned an undergraduate degree from The College of New Jersey in 1955 and an MBA from Georgia State University in 1966.
Anciens postes connus de Fred Wetzel
| Sociétés | Poste | Fin |
|---|---|---|
Cornerstone Investment Partners LLC
 Cornerstone Investment Partners LLC Investment ManagersFinance Cornerstone Investment Partners LLC (Cornerstone) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 2001 and is wholly-owned by CIM Holdings LLC. Cornerstone provides portfolio management services to pension and profit-sharing plans, corporations, state or municipal government entities, other pooled investment vehicles, Registered Investment Companies, trusts, estates, individuals and charitable organizations. | Analyst-Equity | 12/12/2016 |
Montag & Caldwell, Inc.
 Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | Analyst-Equity | 31/12/1982 |
| Invesco Capital Management, Inc. | Corporate Officer/Principal | - |
Southern National Bank
 Southern National Bank Major BanksFinance Southern National Bank is an American commercial banking company. Southern National Bank was acquired by Fourth Financial Corp. on August 14, 1992 for $7 million. | Corporate Officer/Principal | - |
Formation de Fred Wetzel
| The College of New Jersey | Undergraduate Degree |
| Georgia State University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Montag & Caldwell, Inc.
Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | Finance |
Cornerstone Investment Partners LLC
Cornerstone Investment Partners LLC Investment ManagersFinance Cornerstone Investment Partners LLC (Cornerstone) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 2001 and is wholly-owned by CIM Holdings LLC. Cornerstone provides portfolio management services to pension and profit-sharing plans, corporations, state or municipal government entities, other pooled investment vehicles, Registered Investment Companies, trusts, estates, individuals and charitable organizations. | Finance |
Southern National Bank
Southern National Bank Major BanksFinance Southern National Bank is an American commercial banking company. Southern National Bank was acquired by Fourth Financial Corp. on August 14, 1992 for $7 million. | Finance |
| Invesco Capital Management, Inc. |
