Profil
Juerg Grimm is currently a Portfolio Manager, Securities Analyst & Partner at Wilkinson Global Asset Management LLC since 2018.
Prior to this, he worked as a Portfolio Manager at Fiera Capital, Inc. from 2013 to 2018.
He also worked as a Principal at Swiss Bank Corp.
(New York) in 1992.
Postes actifs de Juerg Grimm
| Sociétés | Poste | Début |
|---|---|---|
Wilkinson Global Asset Management LLC
 Wilkinson Global Asset Management LLC Investment ManagersFinance Part of Wilkinson Global Capital Partners LLC, Wilkinson Global Asset Management LLC provides investment advice. The company is based in New York, NY. The company was founded in 2018. Donald McLean Wilkinson has been the CEO of the company since 2018. | Analyst-Equity | 01/12/2018 |
Anciens postes connus de Juerg Grimm
| Sociétés | Poste | Fin |
|---|---|---|
Fiera Capital, Inc.
 Fiera Capital, Inc. Investment ManagersFinance Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations. | Gestionnaire de Portefeuille-Actions | 01/11/2018 |
| Swiss Bank Corp. (New York) | Corporate Officer/Principal | 31/12/1992 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Fiera Capital, Inc.
Fiera Capital, Inc. Investment ManagersFinance Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations. | Finance |
| Swiss Bank Corp. (New York) | Finance |
Wilkinson Global Asset Management LLC
Wilkinson Global Asset Management LLC Investment ManagersFinance Part of Wilkinson Global Capital Partners LLC, Wilkinson Global Asset Management LLC provides investment advice. The company is based in New York, NY. The company was founded in 2018. Donald McLean Wilkinson has been the CEO of the company since 2018. | Finance |
