Eddie Carlisle
Portefeuillebeheerder-Aandelen bij Waverly Advisors LLC (Alabama)
Actieve functies van Eddie Carlisle
Bedrijven | Functie | Begin | Einde |
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Waverly Advisors LLC (Alabama)
Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors LLC is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1999 and formerly known as Warren Averett Asset Management LLC and as WA Asset Management LLC. They are a subsidiary of WAAM Parent LLC, which is owned by WAAM Topco LLC. Waverly Advisors offers personal wealth management, family office, retirement plan and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Portefeuillebeheerder-Aandelen | 01-09-2023 | - |
Loopbaan van Eddie Carlisle
Eerdere bekende functies van Eddie Carlisle
Bedrijven | Functie | Begin | Einde |
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Soundpath Investment Advisors LLC
Soundpath Investment Advisors LLC Investment ManagersFinance Soundpath Investment Advisors LLC (Soundpath) is an asset management firm headquartered in Ridgeland, Mississippi. The firm was formerly named Medley & Brown LLC and is the successor to Medley & Company, Inc. (dba Medley & Brown), which was founded in 1988. They were acquired in 2023 by Waverly Advisors LLC, which is ultimately owned by WAAM Topco LLC. Soundpath provides portfolio management services to individuals, high-net worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, or other business entities. | Compliance Officer | 01-05-2006 | 01-09-2023 |
Portefeuillebeheerder-Aandelen | 01-05-2006 | 01-09-2023 | |
Watkins & Eager PLLC
Watkins & Eager PLLC Miscellaneous Commercial ServicesCommercial Services Watkins & Eager PLLC provides legal services. Its practice areas includes litigation, business, government and administrative law. The company was founded by William Hamilton Watkins in 1895 and is headquartered in Jackson, MS. | Corporate Officer/Principal | - | - |
Opleiding van Eddie Carlisle
Mississippi College | Undergraduate Degree |
Vanderbilt University | Graduate Degree |
University of Florida | Graduate Degree |
Statistieken
Internationaal
Verenigde Staten | 7 |
Operationeel
Portfolio Manager-Equities | 2 |
Graduate Degree | 2 |
Compliance Officer | 1 |
Sectoraal
Consumer Services | 4 |
Finance | 3 |
Commercial Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 3 |
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Soundpath Investment Advisors LLC
Soundpath Investment Advisors LLC Investment ManagersFinance Soundpath Investment Advisors LLC (Soundpath) is an asset management firm headquartered in Ridgeland, Mississippi. The firm was formerly named Medley & Brown LLC and is the successor to Medley & Company, Inc. (dba Medley & Brown), which was founded in 1988. They were acquired in 2023 by Waverly Advisors LLC, which is ultimately owned by WAAM Topco LLC. Soundpath provides portfolio management services to individuals, high-net worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, or other business entities. | Finance |
Watkins & Eager PLLC
Watkins & Eager PLLC Miscellaneous Commercial ServicesCommercial Services Watkins & Eager PLLC provides legal services. Its practice areas includes litigation, business, government and administrative law. The company was founded by William Hamilton Watkins in 1895 and is headquartered in Jackson, MS. | Commercial Services |
Waverly Advisors LLC (Alabama)
Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors LLC is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1999 and formerly known as Warren Averett Asset Management LLC and as WA Asset Management LLC. They are a subsidiary of WAAM Parent LLC, which is owned by WAAM Topco LLC. Waverly Advisors offers personal wealth management, family office, retirement plan and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Finance |
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