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Historique de carrière de Spencer M. Wheeler
Anciens postes connus de Spencer M. Wheeler
Sociétés | Poste | Début | Fin |
---|---|---|---|
Cotton Hall Asset Management LP
![]() Cotton Hall Asset Management LP Investment ManagersFinance Cotton Hall Asset Management LP is an independent hedge fund management firm headquartered in New York City. The firm was founded by Dominic Moross in 2006 and manages assets of high net worth clients. | Analyst-Equity | 01/02/2007 | 31/12/2008 |
Corporate Officer/Principal | 31/12/2008 | - | |
Fiduciary Group LLC
![]() Fiduciary Group LLC Investment ManagersFinance Fiduciary Group LLC, do-business-as The Fiduciary Group (TFG), is a wealth management firm and registered investment advisor headquartered in Savannah, Georgia. The firm was founded by Lee Butler in 1970 as Fiduciary Services Corp. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partner, Inc. (NASDAQ: FOCS). TFG provides wealth management services to high-net-worth individuals and families, and investment management services for trusts, estates, pension and profit-sharing plans, non-profit organizations, and other legal entities. These accounts are managed as separately managed accounts. They also serve as a fiduciary investment advisor under ERISA Section 3(38) to participant-directed 401(k) plans. | Analyst-Equity | 03/03/2010 | - |
Analyst-Fixed Income | 18/10/2010 | - |
Formation de Spencer M. Wheeler
University of Virginia | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 4 |
Opérationnelle
Analyst-Equity | 2 |
Analyst-Fixed Income | 1 |
Undergraduate Degree | 1 |
Sectorielle
Finance | 3 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 2 |
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Fiduciary Group LLC
![]() Fiduciary Group LLC Investment ManagersFinance Fiduciary Group LLC, do-business-as The Fiduciary Group (TFG), is a wealth management firm and registered investment advisor headquartered in Savannah, Georgia. The firm was founded by Lee Butler in 1970 as Fiduciary Services Corp. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partner, Inc. (NASDAQ: FOCS). TFG provides wealth management services to high-net-worth individuals and families, and investment management services for trusts, estates, pension and profit-sharing plans, non-profit organizations, and other legal entities. These accounts are managed as separately managed accounts. They also serve as a fiduciary investment advisor under ERISA Section 3(38) to participant-directed 401(k) plans. | Finance |
Cotton Hall Asset Management LP
![]() Cotton Hall Asset Management LP Investment ManagersFinance Cotton Hall Asset Management LP is an independent hedge fund management firm headquartered in New York City. The firm was founded by Dominic Moross in 2006 and manages assets of high net worth clients. | Finance |
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