Michael Richard Linburn
Plus aucun poste en cours
Profil
Mr. Michael R.
Linburn is President at Wall Street Management Corp.
and Secretary, Chief Compliance Officer & Executive VP at CG Funds Trust.
Mr. Linburn was previously employed as Executive Vice President & Secretary by Evercore Wealth Management LLC, a Managing Director by Morse, Williams & Co., Inc., a Principal by Balcor Cos., a Principal by The NHP Foundation, and a Principal by Oppenheimer & Co., Inc.
He received his undergraduate degree from Yale University and an MBA from Harvard University.
Anciens postes connus de Michael Richard Linburn
| Sociétés | Poste | Fin |
|---|---|---|
CG Funds Trust
 CG Funds Trust Investment Trusts/Mutual FundsMiscellaneous CG Funds Trust engages in operation and carry on the business of an open-end management investment company. The primary investment objective is to produce growth of capital, with a secondary objective of realization of current income through the receipt of interest or dividends. The company was founded in 2013 and is headquartered in Charlotte, NC. | Compliance Officer | 02/09/2018 |
Morse, Williams & Co., Inc.
 Morse, Williams & Co., Inc. Investment ManagersFinance Founded in 1981, Morse, Williams & Co. is a registered investment advisor located in New York City. The firm is a subsidiary of Evercore Wealth Management LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Morse, Williams & Co. provides separate account management for tax-exempt institutions and taxable clients. Through an affiliate, they also manage The Wall Street Fund, a mutual fund focused on small- and mid-cap growth stocks. | Gestionnaire de Portefeuille-Actions | 03/05/2010 |
Oppenheimer & Co., Inc. (Broker)
 Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Corporate Officer/Principal | - |
The NHP Foundation
 The NHP Foundation Miscellaneous Commercial ServicesCommercial Services The NHP Foundation provides nonprofit real estate organization. It provides rental homes at affordable rates to families of all sizes, seniors, and persons with disabilities. The company was founded in 1989 and is headquartered in Washington, DC. | Corporate Officer/Principal | - |
Evercore Wealth Management LLC
 Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to individuals and institutional clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Gestionnaire de Portefeuille-Actions | - |
Formation de Michael Richard Linburn
| Harvard University | Masters Business Admin |
| Yale University | Undergraduate 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 | 6 |
|---|---|
Morse, Williams & Co., Inc.
Morse, Williams & Co., Inc. Investment ManagersFinance Founded in 1981, Morse, Williams & Co. is a registered investment advisor located in New York City. The firm is a subsidiary of Evercore Wealth Management LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Morse, Williams & Co. provides separate account management for tax-exempt institutions and taxable clients. Through an affiliate, they also manage The Wall Street Fund, a mutual fund focused on small- and mid-cap growth stocks. | Finance |
CG Funds Trust
CG Funds Trust Investment Trusts/Mutual FundsMiscellaneous CG Funds Trust engages in operation and carry on the business of an open-end management investment company. The primary investment objective is to produce growth of capital, with a secondary objective of realization of current income through the receipt of interest or dividends. The company was founded in 2013 and is headquartered in Charlotte, NC. | Miscellaneous |
Balcor Cos.
 Balcor Cos. Investment Banks/BrokersFinance Part of American Express Co., Balcor Cos. is an investment firm headquartered in the museum district of Houston, TX. Balcor is composed of three divisions: hospitality, commercial real estate, and private equity. The American company is known for creating market opportunities with class A developments and strong tenant partnerships. Balcor maintains a diverse portfolio of products such as class-A mixed-use, retail, office, hotel, multifamily, tech, and frozen dessert. The company's portfolio includes projects such as Park Binz I, Park Binz II, and Cloud 10 Creamery. The company continues to seek opportunities to deploy capital and add to their array of investments. The company was founded by Robert A. Judelson. | Finance |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Finance |
The NHP Foundation
The NHP Foundation Miscellaneous Commercial ServicesCommercial Services The NHP Foundation provides nonprofit real estate organization. It provides rental homes at affordable rates to families of all sizes, seniors, and persons with disabilities. The company was founded in 1989 and is headquartered in Washington, DC. | Commercial Services |
Evercore Wealth Management LLC
Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to individuals and institutional clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Finance |
