Phil C. Horowitz
Plus aucun poste en cours
Profil
Mr. Horowitz joined Wentworth, Hauser and Violich in 2002 and was promoted to Client Service Officer for broker-sponsored programs in 2005 and in 2006 was promoted to Assistant Vice President.
Prior to that, he was the Voyager High Net Worth department in 2001.
He began his career in the investment industry in 2000.
with a position at the Vanguard Group Inc. in the Investor Information department as a Registered Representative.
Anciens postes connus de Phil C. Horowitz
| Sociétés | Poste | Fin |
|---|---|---|
WHV Investments, Inc.
 WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | Sales & Marketing | - |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
WHV Investments, Inc.
WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | Finance |
