Phil C. Wagner
Plus aucun poste en cours
Historique de carrière de Phil C. Wagner
Anciens postes connus de Phil C. Wagner
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
Legacy Advisors LLC
 Legacy Advisors LLC Investment ManagersFinance Founded in 2006, Legacy Advisors LLC is a wealth management firm and registered investment advisor headquartered in Plymouth Meeting, Pennsylvania. The firm offers the following investment advisory services, which are personalized to each individual client: Financial Planning and Consulting Services and Portfolio Management Services. | Corporate Officer/Principal | 31/12/2009 | 31/12/2009 |
| SEI INVESTMENTS COMPANY | Corporate Officer/Principal | - | - |
Davidson Trust Co.
 Davidson Trust Co. Investment ManagersFinance Founded in 1974, Davidson Trust Co., formerly Davidson Capital Management, is a registered investment advisor located in Devon, Pennsylvania. The firm is a subsidiary of Bryn Mawr Trust Co. and their ultimate parent is the Bryn Mawr Bank Corp. (NASDAQ: BMTC), a publicly-held, one-bank holding company. They provide equity and fixed-income investments for our clients, which include affluent individuals, foundations, endowments, retirement plans and charitable trusts | Gestionnaire de Portefeuille-Actions | 10/06/2010 | - |
| Portfolio Manager-Fixed Income | 10/06/2010 | - |
Formation de Phil C. Wagner
| University of Richmond | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 5 |
Opérationnelle
| Corporate Officer/Principal | 2 |
| Portfolio Manager-Equities | 1 |
| Portfolio Manager-Fixed Income | 1 |
Sectorielle
| Finance | 4 |
| Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| SEI INVESTMENTS COMPANY | Finance |
| Entreprise privées | 2 |
|---|---|
Davidson Trust Co.
Davidson Trust Co. Investment ManagersFinance Founded in 1974, Davidson Trust Co., formerly Davidson Capital Management, is a registered investment advisor located in Devon, Pennsylvania. The firm is a subsidiary of Bryn Mawr Trust Co. and their ultimate parent is the Bryn Mawr Bank Corp. (NASDAQ: BMTC), a publicly-held, one-bank holding company. They provide equity and fixed-income investments for our clients, which include affluent individuals, foundations, endowments, retirement plans and charitable trusts | Finance |
Legacy Advisors LLC
Legacy Advisors LLC Investment ManagersFinance Founded in 2006, Legacy Advisors LLC is a wealth management firm and registered investment advisor headquartered in Plymouth Meeting, Pennsylvania. The firm offers the following investment advisory services, which are personalized to each individual client: Financial Planning and Consulting Services and Portfolio Management Services. | Finance |
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