Profiel
Ms. Wilson came to Cheswick Wright Wealth Management in 2006 from Cheswick Investment Co. Previously, she spent 10 years at Scudder, Stevens and Clark where she was a Vice President and investment manager for high net worth individuals.
She was also a management trainee at Citibank in New York City where she specialized in high net worth clients.
As her interests turned toward marketing, she moved to Scudder to work with the AARP Investment Program.
Ms. Wilson became a Private Investment Counselor at Scudder in 1994, reflecting her growing interest in portfolio management.
She managed the investments of approximately seventy-five high net worth clients and their families, specializing in tailoring portfolios to each investor's short- and long-term goals.
Ms. Wilson is a graduate of Wellesley College, receiving a BA in 1980.
She attended night school at New York University's School of Business Administration and earned an MBA in Finance in 1989.
Eerdere bekende functies van Carol Cheswick Wilson
| Bedrijven | Functie | Einde |
|---|---|---|
Wright Private Asset Management LLC
 Wright Private Asset Management LLC Investment ManagersFinance Wright Private Asset Management LLC provides investment advices. The company is headquartered in Milford, CT. | Chief Investment Officer | 30-03-2009 |
Cheswick Investment Co., Inc.
 Cheswick Investment Co., Inc. Investment ManagersFinance Cheswick Investment Co., Inc. (CIC) based in Rowayton, Connecticut, manages discretionary investment accounts for individuals and their families, foundations, endowments and pension funds. | President | 31-01-2006 |
| Scudder Stevens & Clark Inc | Analyst-Equity | 31-12-2003 |
Citibank NA (New York)
 Citibank NA (New York) Major BanksFinance Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY. | Algemeen Adviseur | - |
Opleiding van Carol Cheswick Wilson
| Wellesley College | Undergraduate Degree |
| New York University | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Cheswick Investment Co., Inc.
Cheswick Investment Co., Inc. Investment ManagersFinance Cheswick Investment Co., Inc. (CIC) based in Rowayton, Connecticut, manages discretionary investment accounts for individuals and their families, foundations, endowments and pension funds. | Finance |
| Scudder Stevens & Clark Inc | Finance |
Wright Private Asset Management LLC
Wright Private Asset Management LLC Investment ManagersFinance Wright Private Asset Management LLC provides investment advices. The company is headquartered in Milford, CT. | Finance |
Citibank NA (New York)
Citibank NA (New York) Major BanksFinance Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY. | Finance |
