David Sewall Waddell
Algemeen Directeur bij Waddell & Associates LLC
Actieve functies van David Sewall Waddell
Bedrijven | Functie | Begin | Einde |
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Greater Memphis Chamber
Greater Memphis Chamber Miscellaneous Commercial ServicesCommercial Services The Greater Memphis Chamber is a Chamber of Commerce based in Memphis, TN. | Directeur/Bestuurslid | 01-01-2015 | - |
Waddell & Associates LLC
Waddell & Associates LLC Investment ManagersFinance Waddell & Associates LLC (W&A) is a SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 2016 and succeeded to the advisory business of its predecessor Waddell & Associates, Inc. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). W&A provides financial planning, investment management, and communications services to entrepreneurs, high-net-worth individuals, families, trusts, foundations, pension plans, and institutions. | Algemeen Directeur | 01-04-2016 | - |
Chief Investment Officer | 01-04-2016 | - | |
President | 01-04-2016 | - | |
Marktstrateeg | 01-04-2016 | - |
Loopbaan van David Sewall Waddell
Eerdere bekende functies van David Sewall Waddell
Bedrijven | Functie | Begin | Einde |
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AMWJR, Inc.
AMWJR, Inc. Investment ManagersFinance Founded in 1986, Waddell & Associates, Inc. is a registered investment advisor located in Memphis, Tennessee. The firm provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments and other US corporations. | Algemeen Directeur | 01-08-2000 | 01-04-2016 |
President | 01-08-2000 | 01-04-2016 | |
Marktstrateeg | 01-08-2000 | 01-04-2016 | |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - | - |
Opleiding van David Sewall Waddell
Babson College | Masters Business Admin |
Sewanee-The University of the South | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 7 |
Operationeel
Chief Executive Officer | 2 |
President | 2 |
Market Strategist | 2 |
Sectoraal
Finance | 4 |
Consumer Services | 3 |
Commercial Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 4 |
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Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
AMWJR, Inc.
AMWJR, Inc. Investment ManagersFinance Founded in 1986, Waddell & Associates, Inc. is a registered investment advisor located in Memphis, Tennessee. The firm provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments and other US corporations. | Finance |
Greater Memphis Chamber
Greater Memphis Chamber Miscellaneous Commercial ServicesCommercial Services The Greater Memphis Chamber is a Chamber of Commerce based in Memphis, TN. | Commercial Services |
Waddell & Associates LLC
Waddell & Associates LLC Investment ManagersFinance Waddell & Associates LLC (W&A) is a SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 2016 and succeeded to the advisory business of its predecessor Waddell & Associates, Inc. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). W&A provides financial planning, investment management, and communications services to entrepreneurs, high-net-worth individuals, families, trusts, foundations, pension plans, and institutions. | Finance |