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Gilpin Willson Bartels
Lid van de Investeringscommissie bij Fiduciary Trust Company International of Pennsylvania
Actieve functies van Gilpin Willson Bartels
Bedrijven | Functie | Begin | Einde |
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Fiduciary Trust Company International of Pennsylvania
![]() Fiduciary Trust Company International of Pennsylvania Investment ManagersFinance Fiduciary Trust Co. International of Pennsylvania (FTCI-PA) is an investment management firm headquartered in Radnor, Pennsylvania. The firm was founded in 1986 as Pennsylvania Trust Co. and is a subsidiary of Fiduciary Trust Co. International, which is owned by Franklin Resources, Inc. (NYSE: BEN). FTCI-PA provides investment management and trust administration, tax, estate and related account services to individuals, families, institutions, endowments, and personal foundations. | Lid van de Investeringscommissie | 01-02-2012 | - |
Portefeuillebeheerder-Aandelen | 01-02-2012 | - |
Loopbaan van Gilpin Willson Bartels
Eerdere bekende functies van Gilpin Willson Bartels
Bedrijven | Functie | Begin | Einde |
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Spartan Capital Management LLC (Old)
![]() Spartan Capital Management LLC (Old) Investment ManagersFinance Founded in 2004 by David Robinson and Gilpin Bartels, Spartan Capital Management LLC is a registered investment advisor located in West Chester, Pennsylvania. The firm manages assets for high net-worth individuals and institutions. | Chief Investment Officer | 19-02-2010 | - |
Oprichter | 19-02-2010 | - | |
Portefeuillebeheerder-Aandelen | 19-02-2010 | - | |
Portfolio Manager-Fixed Income | 19-02-2010 | - | |
President | 19-02-2010 | - | |
Ballard Spahr LLP
![]() Ballard Spahr LLP Miscellaneous Commercial ServicesCommercial Services Ballard Spahr LLP provides legal services. It also provides counsel in litigation, business and finance, real estate, intellectual property, and public finance. The company was founded in 1885 and is headquartered in Philadelphia, PA. | Corporate Officer/Principal | - | - |
Prudential Securities | Corporate Officer/Principal | - | - |
The Haverford Trust Co.
![]() The Haverford Trust Co. Investment ManagersFinance Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to provide superior returns with less risk, primarily through investments in the securities of high-quality dividend-paying companies. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards. Haverford Trust may sell an asset that has appreciated significantly in value in order to maintain diversification and keep your portfolio from being too heavily dependent on a stock or sector. They maintain that high quality, intermediate-term bonds provide the most attractive risk-adjusted returns. | Corporate Officer/Principal | - | - |
Opleiding van Gilpin Willson Bartels
Harvard University | Undergraduate Degree |
The University of Pennsylvania Law School | Graduate Degree |
Statistieken
Internationaal
Verenigde Staten | 8 |
Operationeel
Corporate Officer/Principal | 3 |
Portfolio Manager-Equities | 2 |
Chief Investment Officer | 1 |
Sectoraal
Finance | 5 |
Consumer Services | 3 |
Commercial Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 5 |
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Spartan Capital Management LLC (Old)
![]() Spartan Capital Management LLC (Old) Investment ManagersFinance Founded in 2004 by David Robinson and Gilpin Bartels, Spartan Capital Management LLC is a registered investment advisor located in West Chester, Pennsylvania. The firm manages assets for high net-worth individuals and institutions. | Finance |
The Haverford Trust Co.
![]() The Haverford Trust Co. Investment ManagersFinance Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to provide superior returns with less risk, primarily through investments in the securities of high-quality dividend-paying companies. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards. Haverford Trust may sell an asset that has appreciated significantly in value in order to maintain diversification and keep your portfolio from being too heavily dependent on a stock or sector. They maintain that high quality, intermediate-term bonds provide the most attractive risk-adjusted returns. | Finance |
Prudential Securities | Finance |
Ballard Spahr LLP
![]() Ballard Spahr LLP Miscellaneous Commercial ServicesCommercial Services Ballard Spahr LLP provides legal services. It also provides counsel in litigation, business and finance, real estate, intellectual property, and public finance. The company was founded in 1885 and is headquartered in Philadelphia, PA. | Commercial Services |
Fiduciary Trust Company International of Pennsylvania
![]() Fiduciary Trust Company International of Pennsylvania Investment ManagersFinance Fiduciary Trust Co. International of Pennsylvania (FTCI-PA) is an investment management firm headquartered in Radnor, Pennsylvania. The firm was founded in 1986 as Pennsylvania Trust Co. and is a subsidiary of Fiduciary Trust Co. International, which is owned by Franklin Resources, Inc. (NYSE: BEN). FTCI-PA provides investment management and trust administration, tax, estate and related account services to individuals, families, institutions, endowments, and personal foundations. | Finance |