Wendy Nunez
Fondateur chez Champlain Investment Partners LLC
Postes actifs de Wendy Nunez
Sociétés | Poste | Début | Fin |
---|---|---|---|
Champlain Investment Partners LLC
Champlain Investment Partners LLC Investment ManagersFinance Champlain Investment Partners LLC (CIP) is a SEC-registered investment advisor headquartered in Burlington, Vermont. The firm was founded by Scott Brayman, Judith O’Connell, Wendy Nunez, and Mary Michel in 2004. They are a subsidiary of CIP Management Holdings LP. CIP provides investment advice to investment companies, pooled investment vehicles, corporate and public pension plans, health care and religious organizations, endowments and foundations, Taft-Harley plans, colleges and universities, family offices, private banks and corporations and other businesses. | Fondateur | 01/09/2004 | - |
Directeur des opérations | 01/09/2004 | 01/01/2022 |
Historique de carrière de Wendy Nunez
Anciens postes connus de Wendy Nunez
Sociétés | Poste | Début | Fin |
---|---|---|---|
Equity Services, Inc. (Vermont)
Equity Services, Inc. (Vermont) Investment ManagersFinance Part of National Life Insurance Co., Equity Services, Inc. (ESI) is a broker-dealer and registered investment adviser located in Montpelier, VT. The company helps businesses turn their visions into reality by providing commission and fee-based solutions, as well as offering flexibility in how businesses structure themselves and market their brand. ESI believes in doing good for their clients, employees, and community, and offers securities and investment advisory services through registered representatives and investment adviser representatives. The company's advisory platform, ESI Illuminations, is sponsored through an ongoing agreement with Envestnet. | Corporate Officer/Principal | 31/12/2003 | 31/12/2003 |
Zurich Scudder Investments, Inc. | Corporate Officer/Principal | - | - |
Formation de Wendy Nunez
University of Vermont | Undergraduate Degree |
Boston University | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 6 |
Opérationnelle
Corporate Officer/Principal | 2 |
Chief Operating Officer | 1 |
Founder | 1 |
Sectorielle
Finance | 4 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 3 |
---|---|
Champlain Investment Partners LLC
Champlain Investment Partners LLC Investment ManagersFinance Champlain Investment Partners LLC (CIP) is a SEC-registered investment advisor headquartered in Burlington, Vermont. The firm was founded by Scott Brayman, Judith O’Connell, Wendy Nunez, and Mary Michel in 2004. They are a subsidiary of CIP Management Holdings LP. CIP provides investment advice to investment companies, pooled investment vehicles, corporate and public pension plans, health care and religious organizations, endowments and foundations, Taft-Harley plans, colleges and universities, family offices, private banks and corporations and other businesses. | Finance |
Equity Services, Inc. (Vermont)
Equity Services, Inc. (Vermont) Investment ManagersFinance Part of National Life Insurance Co., Equity Services, Inc. (ESI) is a broker-dealer and registered investment adviser located in Montpelier, VT. The company helps businesses turn their visions into reality by providing commission and fee-based solutions, as well as offering flexibility in how businesses structure themselves and market their brand. ESI believes in doing good for their clients, employees, and community, and offers securities and investment advisory services through registered representatives and investment adviser representatives. The company's advisory platform, ESI Illuminations, is sponsored through an ongoing agreement with Envestnet. | Finance |
Zurich Scudder Investments, Inc. | Finance |
- Bourse
- Insiders
- Wendy Nunez
- Expérience