Gilpin Willson Bartels
Membre du Comité d'Investissement chez Fiduciary Trust Company International of Pennsylvania
Profil
Gilpin Willson Bartels is the founder of Spartan Capital Management LLC (Old).
He is currently a Managing Director & Senior Portfolio Manager at Fiduciary Trust Company International of Pennsylvania.
Previously, he worked as a Principal at Prudential Securities, Vice President & Portfolio Manager at The Haverford Trust Co., and Attorney at Ballard Spahr LLP.
He received his undergraduate degree from Harvard University and his graduate degree from The University of Pennsylvania Law School.
Postes actifs de Gilpin Willson Bartels
| Sociétés | Poste | Début |
|---|---|---|
Fiduciary Trust Company International of Pennsylvania
 Fiduciary Trust Company International of Pennsylvania Investment ManagersFinance Fiduciary Trust Co. International of Pennsylvania (FTCI-PA) is an investment management firm headquartered in Radnor, Pennsylvania. The firm was founded in 1986 as Pennsylvania Trust Co. and is a subsidiary of Fiduciary Trust Co. International, which is owned by Franklin Resources, Inc. (NYSE: BEN). FTCI-PA provides investment management and trust administration, tax, estate and related account services to individuals, families, institutions, endowments, and personal foundations. | Membre du Comité d'Investissement | 01/02/2012 |
Anciens postes connus de Gilpin Willson Bartels
| Sociétés | Poste | Fin |
|---|---|---|
Spartan Capital Management LLC (Old)
 Spartan Capital Management LLC (Old) Investment ManagersFinance Founded in 2004 by David Robinson and Gilpin Bartels, Spartan Capital Management LLC is a registered investment advisor located in West Chester, Pennsylvania. The firm manages assets for high net-worth individuals and institutions. | Fondateur | - |
Ballard Spahr LLP
 Ballard Spahr LLP Miscellaneous Commercial ServicesCommercial Services Ballard Spahr LLP provides legal services. It also provides counsel in litigation, business and finance, real estate, intellectual property, and public finance. The company was founded in 1885 and is headquartered in Philadelphia, PA. | Corporate Officer/Principal | - |
| Prudential Securities | Corporate Officer/Principal | - |
The Haverford Trust Co.
 The Haverford Trust Co. Investment ManagersFinance Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to provide superior returns with less risk, primarily through investments in the securities of high-quality dividend-paying companies. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards. Haverford Trust may sell an asset that has appreciated significantly in value in order to maintain diversification and keep your portfolio from being too heavily dependent on a stock or sector. They maintain that high quality, intermediate-term bonds provide the most attractive risk-adjusted returns. | Corporate Officer/Principal | - |
Formation de Gilpin Willson Bartels
| Harvard University | Undergraduate Degree |
| The University of Pennsylvania Law School | Graduate 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 |
|---|---|
Spartan Capital Management LLC (Old)
Spartan Capital Management LLC (Old) Investment ManagersFinance Founded in 2004 by David Robinson and Gilpin Bartels, Spartan Capital Management LLC is a registered investment advisor located in West Chester, Pennsylvania. The firm manages assets for high net-worth individuals and institutions. | Finance |
The Haverford Trust Co.
The Haverford Trust Co. Investment ManagersFinance Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to provide superior returns with less risk, primarily through investments in the securities of high-quality dividend-paying companies. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards. Haverford Trust may sell an asset that has appreciated significantly in value in order to maintain diversification and keep your portfolio from being too heavily dependent on a stock or sector. They maintain that high quality, intermediate-term bonds provide the most attractive risk-adjusted returns. | Finance |
| Prudential Securities | Finance |
Ballard Spahr LLP
Ballard Spahr LLP Miscellaneous Commercial ServicesCommercial Services Ballard Spahr LLP provides legal services. It also provides counsel in litigation, business and finance, real estate, intellectual property, and public finance. The company was founded in 1885 and is headquartered in Philadelphia, PA. | Commercial Services |
Fiduciary Trust Company International of Pennsylvania
Fiduciary Trust Company International of Pennsylvania Investment ManagersFinance Fiduciary Trust Co. International of Pennsylvania (FTCI-PA) is an investment management firm headquartered in Radnor, Pennsylvania. The firm was founded in 1986 as Pennsylvania Trust Co. and is a subsidiary of Fiduciary Trust Co. International, which is owned by Franklin Resources, Inc. (NYSE: BEN). FTCI-PA provides investment management and trust administration, tax, estate and related account services to individuals, families, institutions, endowments, and personal foundations. | Finance |
