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William Charles Carey
Plus aucun poste en cours
Profil
William Charles Carey formerly worked at AGF Investments LLC, as Chief Executive Officer & Director from 2013 to 2020, Financial Research Corp., as Director, Bank of America Corp., as Principal, OppenheimerFunds, Inc., as Head of Distribution, Aetna Capital Management LLC, as Principal, FMR LLC, as Principal, Fidelity Institutional Retirement Services Co., Inc., as President, and F-Squared Retirement Solutions LLC, as President.
Mr. Carey received his undergraduate degree from Bates College.
Anciens postes connus de William Charles Carey
| Sociétés | Poste | Fin |
|---|---|---|
AGF Investments LLC
 AGF Investments LLC Investment ManagersFinance AGFUS may use different strategies when constructing client portfolios such as Core Absolute Return ETF Strategy; US Sector Rotation Strategy; Multi-Asset Income ETF Strategy; Hedged US Equity Strategy; Multi-Factor Hedged US Equity Strategy; Conservative ETF Strategy; Balanced ETF Strategy; and Growth ETF Strategy. These investment strategies are offered to clients as separately managed accounts, licensed model portfolios and, for certain investment strategies, open-end mutual funds. Clients may impose restrictions on investments in certain securities or types of securities. | Directeur Général | 01/01/2020 |
Aetna Capital Management LLC
 Aetna Capital Management LLC Investment ManagersFinance Aetna Capital Management manages the alternative assets for Aetna Insurance Company. Specifically, the firm manages the Aetna Partners Diversified Fund, LLC and the Aetna Partners Diversified Fund (Cayman), Ltd. | Corporate Officer/Principal | - |
Fidelity Institutional Retirement Services Co., Inc. | Corporate Officer/Principal | - |
F-Squared Retirement Solutions LLC
 F-Squared Retirement Solutions LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Financial Research Corp.
 Financial Research Corp. Internet Software/ServicesTechnology Services Provides mutual fund data services | Directeur/Membre du Conseil | - |
Formation de William Charles Carey
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
1
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Bank of America Corp.
 Bank of America Corp. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer and global banking, markets brokerage & wealth and investment management services | Finance |
OppenheimerFunds, Inc.
 OppenheimerFunds, Inc. Investment ManagersFinance OFI focuses on delivering long-term results through active management and seeing opportunities where others may not. The firm’s methods of security analysis may include economic analysis, fundamental analysis, technical analysis, quantitative analysis and top-down analysis. OFI’s investment strategies may also be guided by (a) the investment objectives, policies, strategies, and restrictions set forth in an advisory or sub-advisory agreement, (b) any offering document or other governing document applicable to a client for whom OFI provides advisory services, and (c) applicable legal and regulatory requirements. OFI offers investment strategies in the following broad asset classes: equities, fixed income, alternatives and multi-asset. Equities include main street equity, small and mid cap growth equity, value and income equity, emerging markets equity and global equity. Fixed income has investment grade debt, high yield corporate debt, global debt, Rochester municipals, multi-sector fixed income and cash strategies. Alternatives asset class includes alternative strategies, real estate, gold and special minerals and global infrastructure securities. | Finance |
AGF Investments LLC
AGF Investments LLC Investment ManagersFinance AGFUS may use different strategies when constructing client portfolios such as Core Absolute Return ETF Strategy; US Sector Rotation Strategy; Multi-Asset Income ETF Strategy; Hedged US Equity Strategy; Multi-Factor Hedged US Equity Strategy; Conservative ETF Strategy; Balanced ETF Strategy; and Growth ETF Strategy. These investment strategies are offered to clients as separately managed accounts, licensed model portfolios and, for certain investment strategies, open-end mutual funds. Clients may impose restrictions on investments in certain securities or types of securities. | Finance |
Bates College
 Bates College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Aetna Capital Management LLC
Aetna Capital Management LLC Investment ManagersFinance Aetna Capital Management manages the alternative assets for Aetna Insurance Company. Specifically, the firm manages the Aetna Partners Diversified Fund, LLC and the Aetna Partners Diversified Fund (Cayman), Ltd. | Finance |
FMR LLC
 FMR LLC Investment ManagersFinance Provides investment advice | Finance |
Fidelity Institutional Retirement Services Co., Inc. | |
Financial Research Corp.
Financial Research Corp. Internet Software/ServicesTechnology Services Provides mutual fund data services | Technology Services |
F-Squared Retirement Solutions LLC
F-Squared Retirement Solutions LLC Investment ManagersFinance Provides investment advice | Finance |
