William Alan Vogel
Gestionnaire de Portefeuille-Actions chez Montag & Caldwell LLC
Postes actifs de William Alan Vogel
Sociétés | Poste | Début | Fin |
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Montag & Caldwell LLC
Montag & Caldwell LLC Investment ManagersFinance Montag & Caldwell LLC (M&C) is an independent, SEC-registered investment adviser headquartered in Atlanta, Georgia. Founded in 1945, the firm was formerly known as Montag & Caldwell, Inc. and changed their name to Montag & Caldwell LLC after a successful employee-led buyout in 2010. M&C provides proprietary investment solutions to a wide range of institutional and individual clients through separate accounts. | Gestionnaire de Portefeuille-Actions | - | - |
Analyst-Equity | - | - | |
Directeur Général | - | 01/01/2018 | |
President | - | 01/03/2017 |
Historique de carrière de William Alan Vogel
Anciens postes connus de William Alan Vogel
Sociétés | Poste | Début | Fin |
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Montag & Caldwell, Inc.
Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | Gestionnaire de Portefeuille-Actions | 01/01/1988 | - |
Portfolio Manager-Fixed Income | 01/01/1988 | - | |
President | 23/04/2010 | - | |
Wachovia Bank, NA (Winston-Salem, North Carolina) | Corporate Officer/Principal | - | - |
First Union National Bank of Florida | Corporate Officer/Principal | 01/01/1976 | - |
Formation de William Alan Vogel
Bucknell University | Undergraduate Degree |
Duke University | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 7 |
Opérationnelle
Portfolio Manager-Equities | 2 |
President | 2 |
Corporate Officer/Principal | 2 |
Sectorielle
Finance | 5 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 4 |
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Montag & Caldwell, Inc.
Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | Finance |
Montag & Caldwell LLC
Montag & Caldwell LLC Investment ManagersFinance Montag & Caldwell LLC (M&C) is an independent, SEC-registered investment adviser headquartered in Atlanta, Georgia. Founded in 1945, the firm was formerly known as Montag & Caldwell, Inc. and changed their name to Montag & Caldwell LLC after a successful employee-led buyout in 2010. M&C provides proprietary investment solutions to a wide range of institutional and individual clients through separate accounts. | Finance |
First Union National Bank of Florida | Finance |
Wachovia Bank, NA (Winston-Salem, North Carolina) | Finance |
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