Profiel
Ms. Judy R.
Stevens, CFA, is President, CEO & Portfolio Manager at Wentworth, Hauser & Violich, Inc. since 1975.
Ms. Stevens was employed at IBM where she was responsible for customer service of computer systems.
Ms. Stevens entered the investment business in
1971, working for the securities brokerage firms of L.F.
Rothschild & Co. and Paine, Webber, Jackson and Curtis.
Ms. Stevens received a BA in 1969 from the University of Texas.
In 1984, Ms. Stevens was awarded the Chartered Financial Analyst designation.
Eerdere bekende functies van Judy R. Stevens
| Bedrijven | Functie | Einde |
|---|---|---|
WHV Investments, Inc.
 WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | President | 31-01-2013 |
| IBM | Corporate Officer/Principal | 31-12-1970 |
Opleiding van Judy R. Stevens
| The University of Texas at Austin | Undergraduate Degree |
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
| Beursgenoteerde bedrijven | 1 |
|---|---|
| IBM | Technology Services |
| Bedrijven in privébezit | 1 |
|---|---|
WHV Investments, Inc.
WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | Finance |
