Profil
Mr. Francis joined Walnut in 2002 and has more than 25 years of experience in securities research and portfolio management.
Prior to Walnut, he was Vice President of Addison Capital Management where he shared responsibilities for the management of their Large and Mid-Cap Value portfolios as well as their Exchange Traded funds (ETF) strategies.
Before Addison, Mr. Francis was Vice President and Manager of the Asset Management Group within the Private Banking Department of Wilmington Trust Company.
Rounding out his experience were positions with Landis Associates, a private advisory firm and PNC Bank.
He is a member of the Financial Analysts of Philadelphia and the Association for Investment Management and Research.
He currently serves as an adjunct professor of finance at Drexel University's Graduate School of Business.
Mr. Francis received his B.A.
from Allegheny University.
Anciens postes connus de William A. Francis
| Sociétés | Poste | Fin |
|---|---|---|
Walnut Asset Management LLC
 Walnut Asset Management LLC Investment ManagersFinance Founded in 1988, Walnut Asset Management LLC is an investment advisor firm located in Philadelphia. In 2002, the firm merged with Addison Capital Management LLC, also of Philadelphia. Walnut is a subsidiary of Phoenix Investment Partners, Ltd., the investment management arm of The Phoenix Companies (NYSE: PNX). | Directeur de la Recherche - Actions | 01/01/2006 |
| Addison Capital Management, LLC | Gestionnaire de Portefeuille-Actions | 01/01/2002 |
Wilmington Trust of Pennsylvania
 Wilmington Trust of Pennsylvania Investment ManagersFinance Wilmington Trust of Pennsylvania (WTP), located in Villanova, Pennsylvania, is a subsidiary of Wilmington Trust Investment Management LLC. Their ultimate parent is Wilmington Trust Corporation (NYSE: WL). They also have an office in Philadelphia. | Gestionnaire de Portefeuille-Actions | 01/01/2002 |
Landis Associates LLC
 Landis Associates LLC Investment ManagersFinance Michael L. Hershey established Landis Associates LLC in 1986 to manage investments for various members of the DuPont family. The firm offers the Henlopen Fund, as well as individual portfolio management to meet the needs of private investors, retirement accounts and institutional investors. They are located in Kennett Square, Pennsylvania. | Corporate Officer/Principal | 01/01/2002 |
PNC Bank, NA (Investment Management)
 PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Corporate Officer/Principal | 01/01/2002 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Walnut Asset Management LLC
Walnut Asset Management LLC Investment ManagersFinance Founded in 1988, Walnut Asset Management LLC is an investment advisor firm located in Philadelphia. In 2002, the firm merged with Addison Capital Management LLC, also of Philadelphia. Walnut is a subsidiary of Phoenix Investment Partners, Ltd., the investment management arm of The Phoenix Companies (NYSE: PNX). | Finance |
| Addison Capital Management, LLC | Finance |
Wilmington Trust of Pennsylvania
Wilmington Trust of Pennsylvania Investment ManagersFinance Wilmington Trust of Pennsylvania (WTP), located in Villanova, Pennsylvania, is a subsidiary of Wilmington Trust Investment Management LLC. Their ultimate parent is Wilmington Trust Corporation (NYSE: WL). They also have an office in Philadelphia. | Finance |
Landis Associates LLC
Landis Associates LLC Investment ManagersFinance Michael L. Hershey established Landis Associates LLC in 1986 to manage investments for various members of the DuPont family. The firm offers the Henlopen Fund, as well as individual portfolio management to meet the needs of private investors, retirement accounts and institutional investors. They are located in Kennett Square, Pennsylvania. | Finance |
PNC Bank, NA (Investment Management)
PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Finance |
