Gregory R. Beard
Corporate Officer/Principal chez Salem Trust Co.
Profil
Gregory R.
Beard is currently a Vice President at Salem Trust Co. He was previously a Senior Vice President at Pennant Management, Inc. and GreatBanc Trust Co. (Investment Management) from 2004 to 2015.
He received his graduate degree from Ohio Northern University in 1974 and his undergraduate degree from Wittenberg University in 1970.
Postes actifs de Gregory R. Beard
| Sociétés | Poste | Début |
|---|---|---|
Salem Trust Co.
 Salem Trust Co. Investment Trusts/Mutual FundsMiscellaneous Salem Trust Co. operates an investment trust. It's services include benefit and invoice payments, global tax reclamation, class action lawsuit processing, and annual verification letter. The company is headquartered in Tampa, FL. | Corporate Officer/Principal | - |
Anciens postes connus de Gregory R. Beard
| Sociétés | Poste | Fin |
|---|---|---|
GreatBanc Trust Co. (Investment Management)
 GreatBanc Trust Co. (Investment Management) Investment ManagersFinance GreatBanc Trust Co. (Investment Management) (GreatBanc-IM) is the investment management division of GreatBanc Trust Co., a full-service trust company headquartered in Lisle, Illinois. The firm was founded in 1989 by Michael Welgat and is a subsidiary of US Fiduciary Services, Inc. GreatBanc-IM provides ESOP services to municipalities, endowments, corporations, financial institutions and individuals. | Gestionnaire de Portefeuille-Actions | 01/11/2015 |
Pennant Management, Inc.
 Pennant Management, Inc. Investment ManagersFinance Founded in 1992 by Mark Elste, Pennant Management, Inc. is a registered investment advisor located in Milwaukee, Wisconsin with an additional office in Oakbrook, Illinois. The firm is a subsidiary of U.S. Fiduciary Services, Inc. They manage investment portfolios for individuals, as well as, insurance companies, community banks, healthcare organizations, governmental units, employee benefit trusts and other organizations. Pennant Management is the sub-advisor to the Accessor Limited Duration U.S. Government Fund (ticker ALTDX) and the Accessor Total Return Fund. | Corporate Officer/Principal | - |
Formation de Gregory R. Beard
| Ohio Northern University | Graduate Degree |
| Wittenberg University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Pennant Management, Inc.
Pennant Management, Inc. Investment ManagersFinance Founded in 1992 by Mark Elste, Pennant Management, Inc. is a registered investment advisor located in Milwaukee, Wisconsin with an additional office in Oakbrook, Illinois. The firm is a subsidiary of U.S. Fiduciary Services, Inc. They manage investment portfolios for individuals, as well as, insurance companies, community banks, healthcare organizations, governmental units, employee benefit trusts and other organizations. Pennant Management is the sub-advisor to the Accessor Limited Duration U.S. Government Fund (ticker ALTDX) and the Accessor Total Return Fund. | Finance |
GreatBanc Trust Co. (Investment Management)
GreatBanc Trust Co. (Investment Management) Investment ManagersFinance GreatBanc Trust Co. (Investment Management) (GreatBanc-IM) is the investment management division of GreatBanc Trust Co., a full-service trust company headquartered in Lisle, Illinois. The firm was founded in 1989 by Michael Welgat and is a subsidiary of US Fiduciary Services, Inc. GreatBanc-IM provides ESOP services to municipalities, endowments, corporations, financial institutions and individuals. | Finance |
Salem Trust Co.
Salem Trust Co. Investment Trusts/Mutual FundsMiscellaneous Salem Trust Co. operates an investment trust. It's services include benefit and invoice payments, global tax reclamation, class action lawsuit processing, and annual verification letter. The company is headquartered in Tampa, FL. | Miscellaneous |
