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Michael Claude Provine
Gestionnaire de Portefeuille-Actions chez Cary Street Partners Investment Advisory LLC
Postes actifs de Michael Claude Provine
Sociétés | Poste | Début | Fin |
---|---|---|---|
Cary Street Partners Investment Advisory LLC
![]() Cary Street Partners Investment Advisory LLC Investment ManagersFinance Cary Street Partners Investment Advisory LLC (Cary Street Partners) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2003 and is a wholly-owned subsidiary of Cary Street Partners Financial LLC (formerly Luxon Financial LLC). Cary Street Partners provides individualized non-discretionary and discretionary advisory services to individuals, pension or profit-sharing plans, trusts, estates or non-profit organizations, corporations or other business entities and governmental entities, educational institutions, as well as banks or thrift institutions. | Gestionnaire de Portefeuille-Actions | - | - |
Historique de carrière de Michael Claude Provine
Anciens postes connus de Michael Claude Provine
Sociétés | Poste | Début | Fin |
---|---|---|---|
Tradition Asset Management LLC
![]() Tradition Asset Management LLC Investment ManagersFinance Tradition Asset Management LLC (Tradition AM) is an investment advisory firm headquartered in Richmond, Virginia. The firm was founded by Michael Provine and Christopher Trompeter in 2018 and is owned by Cary Street Partners Financial LLC. Tradition AM provides investment advice to individual and institutional clients. | Fondateur | 01/01/2018 | 01/06/2020 |
Gestionnaire de Portefeuille-Actions | 01/01/2018 | 01/06/2020 | |
Candor Wealth Advisors LLC
![]() Candor Wealth Advisors LLC Investment ManagersFinance Candor Wealth Advisors LLC is a registered investment advisor located in Summit, New Jersey. The firm provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions and foundations, with emphasis on services to individuals and high net-worth individuals and their related entities. | Directeur Général | - | 05/01/2016 |
Compliance Officer | - | 05/01/2016 | |
Fondateur | - | 05/01/2016 | |
Gestionnaire de Portefeuille-Actions | - | 05/01/2016 | |
Portfolio Manager-Fixed Income | - | 05/01/2016 | |
Responsable de la banque privée | - | 05/01/2016 | |
Brundage, Story & Rose LLC
![]() Brundage, Story & Rose LLC Investment ManagersFinance Brundage, Story & Rose LLC provides investment advice. The company is based in New York, NY. Brundage, Story & Rose was acquired by Bessemer Trust Co., NA on August 04, 2000. | Corporate Officer/Principal | - | - |
Tradition Capital Management LLC
![]() Tradition Capital Management LLC Investment ManagersFinance Founded in 2000 by Benjamin Halliburton and Christopher Trompeter, Tradition Capital Management LLC is a registered investment advisor located in Summit, New Jersey. | Compliance Officer | 01/01/2000 | - |
Fondateur | 01/01/2000 | - | |
Gestionnaire de Portefeuille-Actions | 01/01/2000 | - |
Formation de Michael Claude Provine
Temple University (Pennsylvania) | Graduate Degree |
St. Joseph's University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 8 |
Opérationnelle
Portfolio Manager-Equities | 4 |
Founder | 3 |
Compliance Officer | 2 |
Sectorielle
Finance | 6 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 5 |
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Brundage, Story & Rose LLC
![]() Brundage, Story & Rose LLC Investment ManagersFinance Brundage, Story & Rose LLC provides investment advice. The company is based in New York, NY. Brundage, Story & Rose was acquired by Bessemer Trust Co., NA on August 04, 2000. | Finance |
Tradition Capital Management LLC
![]() Tradition Capital Management LLC Investment ManagersFinance Founded in 2000 by Benjamin Halliburton and Christopher Trompeter, Tradition Capital Management LLC is a registered investment advisor located in Summit, New Jersey. | Finance |
Candor Wealth Advisors LLC
![]() Candor Wealth Advisors LLC Investment ManagersFinance Candor Wealth Advisors LLC is a registered investment advisor located in Summit, New Jersey. The firm provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions and foundations, with emphasis on services to individuals and high net-worth individuals and their related entities. | Finance |
Cary Street Partners Investment Advisory LLC
![]() Cary Street Partners Investment Advisory LLC Investment ManagersFinance Cary Street Partners Investment Advisory LLC (Cary Street Partners) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2003 and is a wholly-owned subsidiary of Cary Street Partners Financial LLC (formerly Luxon Financial LLC). Cary Street Partners provides individualized non-discretionary and discretionary advisory services to individuals, pension or profit-sharing plans, trusts, estates or non-profit organizations, corporations or other business entities and governmental entities, educational institutions, as well as banks or thrift institutions. | Finance |
Tradition Asset Management LLC
![]() Tradition Asset Management LLC Investment ManagersFinance Tradition Asset Management LLC (Tradition AM) is an investment advisory firm headquartered in Richmond, Virginia. The firm was founded by Michael Provine and Christopher Trompeter in 2018 and is owned by Cary Street Partners Financial LLC. Tradition AM provides investment advice to individual and institutional clients. | Finance |
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