Charles Otto Posnecker
Trading-Equity bij Bryn Mawr Capital Management LLC
Profiel
Mr. Charles O.
Posnecker is a Director of Portfolio Management at Bryn Mawr Capital Management LLC.
His responsibilities include working closely with high net worth clients in managing their portfolios as well as assisting with trading functions.
Prior to joining the firm he was working for Christiana Trust, a division of WSFS Bank, for 12 years in their personal trust and investment groups.
He graduated from the University of Nevada, Las Vegas, where he received his BSBA in International Business and MBA-Finance concentration.
He obtained Chartered Financial Analyst designation in 2016
Actieve functies van Charles Otto Posnecker
| Bedrijven | Functie | Begin |
|---|---|---|
Bryn Mawr Capital Management LLC
 Bryn Mawr Capital Management LLC Investment ManagersFinance Bryn Mawr Capital Management LLC (BMCM) is a registered investment advisor headquartered in Philadelphia, Pennsylvania. Formerly known as WSFS Capital Management LLC, the firm was founded in 1994 as West Capital Management LLC. They are a wholly-owned subsidiary of WSFS Financial Corp. (NASDAQ: WSFS). BMCM provides financial planning, consulting and investment management services to individuals, qualified plans, trusts, estates, charitable organizations, corporations and business entities. | Trading-Equity | 01-01-2023 |
Eerdere bekende functies van Charles Otto Posnecker
| Bedrijven | Functie | Einde |
|---|---|---|
Cypress Capital Management LLC
 Cypress Capital Management LLC Investment ManagersFinance Cypress Capital Management LLC (Cypress) is a wealth management firm and registered investment advisor headquartered in Greenville, Delaware. The firm was founded by Richard Arvedlund in 1984 and is a wholly-owned subsidiary of WSFS Financial Corp. (NASDAQ: WSFS). Cypress provides portfolio management services to individuals, corporate pension and profit-sharing plans, charitable organizations, foundations, endowments, and trusts. | Trading-Equity | 01-01-2023 |
| Christiana Trust Wealth Management C (580532) | Corporate Officer/Principal | 01-09-2017 |
Opleiding van Charles Otto Posnecker
| University of Nevada | 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 | 3 |
|---|---|
Cypress Capital Management LLC
Cypress Capital Management LLC Investment ManagersFinance Cypress Capital Management LLC (Cypress) is a wealth management firm and registered investment advisor headquartered in Greenville, Delaware. The firm was founded by Richard Arvedlund in 1984 and is a wholly-owned subsidiary of WSFS Financial Corp. (NASDAQ: WSFS). Cypress provides portfolio management services to individuals, corporate pension and profit-sharing plans, charitable organizations, foundations, endowments, and trusts. | Finance |
Bryn Mawr Capital Management LLC
Bryn Mawr Capital Management LLC Investment ManagersFinance Bryn Mawr Capital Management LLC (BMCM) is a registered investment advisor headquartered in Philadelphia, Pennsylvania. Formerly known as WSFS Capital Management LLC, the firm was founded in 1994 as West Capital Management LLC. They are a wholly-owned subsidiary of WSFS Financial Corp. (NASDAQ: WSFS). BMCM provides financial planning, consulting and investment management services to individuals, qualified plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
| Christiana Trust Wealth Management C (580532) | Finance |
