Perry Vaughn Olson
Gestionnaire de Portefeuille-Actions chez The Bank of New York Mellon Corp. (Wealth Management)
Postes actifs de Perry Vaughn Olson
Sociétés | Poste | Début | Fin |
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The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Gestionnaire de Portefeuille-Actions | 30/04/2016 | - |
Historique de carrière de Perry Vaughn Olson
Anciens postes connus de Perry Vaughn Olson
Sociétés | Poste | Début | Fin |
---|---|---|---|
Atherton Lane Advisers LLC
Atherton Lane Advisers LLC Investment ManagersFinance Founded in 2005, Atherton Lane Advisers LLC is a registered investment advisor based in Menlo Park, California. The firm provides wealth management and investment counseling services to their clients. Their clients include individuals, high net worth individuals, family entities, pension and profit sharing plans, trusts, estates, charitable organizations, academic endowments, corporations and other business entities. | Directeur Général | - | 30/04/2016 |
Membre du Comité d'Investissement | 06/01/2011 | 30/04/2016 | |
Gestionnaire de Portefeuille-Actions | 06/01/2011 | 30/04/2016 | |
Bailard Biehl & Kaiser Real Estate Investment Trust
Bailard Biehl & Kaiser Real Estate Investment Trust Real Estate Investment TrustsFinance Bailard Biehl & Kaiser Real Estate Investment Trust is an American company that operates as a Real Estate Investment Trust (REIT). | Corporate Officer/Principal | - | - |
The Portola Group, Inc.
The Portola Group, Inc. Investment ManagersFinance The Portola Group, Inc. (Portola) is an independent wealth management firm headquartered in Saint Helena, California. The firm was founded in 1979 by Robert Fitzwilson. Portola manages individual accounts for high-net worth individuals and families. | Analyst-Equity | 01/01/1981 | 31/01/2005 |
Analyst-Fixed Income | 01/01/1981 | 31/01/2005 | |
Directeur en chef des Investissements | 01/01/1981 | 31/01/2005 | |
Gestionnaire de Portefeuille-Actions | 01/01/1981 | 31/01/2005 | |
Portfolio Manager-Fixed Income | 01/01/1981 | 31/01/2005 | |
Corporate Officer/Principal | 01/01/1981 | 31/01/2005 |
Formation de Perry Vaughn Olson
University of Wisconsin | Graduate Degree |
Statistiques
Internationale
Etats-Unis | 6 |
Opérationnelle
Portfolio Manager-Equities | 3 |
Corporate Officer/Principal | 2 |
Analyst-Equity | 1 |
Sectorielle
Finance | 5 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 4 |
---|---|
The Portola Group, Inc.
The Portola Group, Inc. Investment ManagersFinance The Portola Group, Inc. (Portola) is an independent wealth management firm headquartered in Saint Helena, California. The firm was founded in 1979 by Robert Fitzwilson. Portola manages individual accounts for high-net worth individuals and families. | Finance |
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Finance |
Atherton Lane Advisers LLC
Atherton Lane Advisers LLC Investment ManagersFinance Founded in 2005, Atherton Lane Advisers LLC is a registered investment advisor based in Menlo Park, California. The firm provides wealth management and investment counseling services to their clients. Their clients include individuals, high net worth individuals, family entities, pension and profit sharing plans, trusts, estates, charitable organizations, academic endowments, corporations and other business entities. | Finance |
Bailard Biehl & Kaiser Real Estate Investment Trust
Bailard Biehl & Kaiser Real Estate Investment Trust Real Estate Investment TrustsFinance Bailard Biehl & Kaiser Real Estate Investment Trust is an American company that operates as a Real Estate Investment Trust (REIT). | Finance |
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