Tom Gerhardt
Gestionnaire de Portefeuille-Actions chez Pettyjohn, Wood & White, Inc.
Provenance du réseau au premier degré de Tom Gerhardt
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Pettyjohn, Wood & White, Inc.
 Pettyjohn, Wood & White, Inc. Investment ManagersFinance Pettyjohn, Wood & White, Inc. (PWW) is a SEC-registered investment advisor headquartered in Lynchburg, Virginia. The firm was initially formed as The Pettyjohn Co. in 1978 by the late Clunet H. Pettyjohn, Jr. They were acquired by Gorham “Bunny” Wood and Charles B. White in 2012. Mr. Wood and Mr. White were the founding principals and owners of the Lynchburg-based investment advisory firm of Wood & White Investment Advisors LLC (Wood & White). In 2014, the operations of Wood & White were merged into The Pettyjohn Co., Inc. and the combined firm was renamed Pettyjohn, Wood & White, Inc. The firm became wholly owned by Bank of the James Financial Group, Inc. (NASDAQ: BOTJ) in 2021. PWW specializes in customized portfolio management mainly for individuals and families, retirement plans, trusts, estates and foundations.
6
| Subsidiary | Investment Managers | 6 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Tom Gerhardt via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
| McIntire School of Commerce | College/University | Undergraduate Degree Undergraduate Degree | |
| Notre Dame Academy | College/University | Undergraduate Degree | |
Wells Fargo Clearing Services LLC
 Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal | |
| James Madison University | College/University | Undergraduate Degree | |
| CASA of Central Virginia | Corporate Officer/Principal |
Statistiques
Internationale
| Etats-Unis | 8 |
Sectorielle
| Consumer Services | 4 |
| Finance | 4 |
Opérationnelle
| Portfolio Manager-Equities | 4 |
| Undergraduate Degree | 4 |
| Corporate Officer/Principal | 4 |
| Chairman | 2 |
Relations les plus connectées
- Bourse
- Insiders
- Tom Gerhardt
- Connexions Sociétés
