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Andrew David Lein
Portefeuillebeheerder-Aandelen bij Girard Advisory Services LLC
Actieve functies van Andrew David Lein
Bedrijven | Functie | Begin | Einde |
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Girard Advisory Services LLC
![]() Girard Advisory Services LLC Investment ManagersFinance Girard Advisory Services LLC (Girard) is a SEC-registered investment advisor headquartered in King of Prussia, Pennsylvania. The firm was founded by Michael W. McCort in 1995 under the name Girard Partners Ltd. They are a wholly-owned subsidiary of Univest Bank & Trust Co., itself a wholly-owned subsidiary of Univest Financial Corp. (NASDAQ: UVSP). Girard provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. | Portefeuillebeheerder-Aandelen | 01-11-2021 | - |
Corporate Officer/Principal | 01-08-2017 | 01-11-2021 |
Loopbaan van Andrew David Lein
Statistieken
Internationaal
Verenigde Staten | 2 |
Operationeel
Portfolio Manager-Equities | 1 |
Corporate Officer/Principal | 1 |
Sectoraal
Finance | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 1 |
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Girard Advisory Services LLC
![]() Girard Advisory Services LLC Investment ManagersFinance Girard Advisory Services LLC (Girard) is a SEC-registered investment advisor headquartered in King of Prussia, Pennsylvania. The firm was founded by Michael W. McCort in 1995 under the name Girard Partners Ltd. They are a wholly-owned subsidiary of Univest Bank & Trust Co., itself a wholly-owned subsidiary of Univest Financial Corp. (NASDAQ: UVSP). Girard provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. | Finance |
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