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Bill Stone
Chief Investment Officer bij The Glenview Trust Co.
Actieve functies van Bill Stone
Bedrijven | Functie | Begin | Einde |
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The Glenview Trust Co.
![]() The Glenview Trust Co. Investment ManagersFinance The Glenview Trust Co. is an independent, state-chartered trust and investment firm headquartered in Louisville, Kentucky. Glenview Trust was founded in 2001and offers the highest level of investment management, trust administration, and estate and financial planning services to individuals and their families. | Chief Investment Officer | 01-01-2021 | - |
Portefeuillebeheerder-Aandelen | 01-01-2021 | - |
Loopbaan van Bill Stone
Eerdere bekende functies van Bill Stone
Bedrijven | Functie | Begin | Einde |
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Avalon Advisors LLC
![]() Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Chief Investment Officer | 01-01-2019 | 01-01-2021 |
Head-Equity Investments | 01-10-2018 | 01-01-2019 | |
Hoofd van Private Banking | 01-01-2019 | 01-01-2021 | |
First Western Trust Bank
![]() First Western Trust Bank Investment ManagersFinance First Western Trust Bank is a private banking firm headquartered in Denver, Colorado. The firm was founded by Scott C. Wylie in 2002 and is a subsidiary of First Western Financial, Inc. (NASDAQ: MYFW). First Western Trust offers a unique combination of institutional quality investment management and a variety of financial services including wealth planning, investment management, private banking, personal trust, philanthropic services, retirement consulting, insurance and mortgage services. | Corporate Officer/Principal | - | - |
Salomon Brothers | Corporate Officer/Principal | - | - |
Smith Barney & Co., Inc. | Corporate Officer/Principal | - | - |
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. | Lid van de Investeringscommissie | - | - |
Marktstrateeg | - | - |
Opleiding van Bill Stone
University of Dayton | Undergraduate Degree |
University of Pittsburgh | Masters Business Admin |
Statistieken
Internationaal
Verenigde Staten | 9 |
Operationeel
Corporate Officer/Principal | 3 |
Chief Investment Officer | 2 |
Investment Committee Member | 1 |
Sectoraal
Finance | 7 |
Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 6 |
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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 |
Salomon Brothers | Finance |
Smith Barney & Co., Inc. | Finance |
First Western Trust Bank
![]() First Western Trust Bank Investment ManagersFinance First Western Trust Bank is a private banking firm headquartered in Denver, Colorado. The firm was founded by Scott C. Wylie in 2002 and is a subsidiary of First Western Financial, Inc. (NASDAQ: MYFW). First Western Trust offers a unique combination of institutional quality investment management and a variety of financial services including wealth planning, investment management, private banking, personal trust, philanthropic services, retirement consulting, insurance and mortgage services. | Finance |
Avalon Advisors LLC
![]() Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Finance |
The Glenview Trust Co.
![]() The Glenview Trust Co. Investment ManagersFinance The Glenview Trust Co. is an independent, state-chartered trust and investment firm headquartered in Louisville, Kentucky. Glenview Trust was founded in 2001and offers the highest level of investment management, trust administration, and estate and financial planning services to individuals and their families. | Finance |
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