![Lisa M. Wesolek](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profiel
Lisa M.
Wesolek worked as a Managing Director at Banc One Investment Advisors from 1994 to 2004.
She then worked as a Managing Director at Evergreen Investment Management LLC from 2005 to 2008.
From 2008 to 2010, she was the National Sales Manager at Allspring Global Investments LLC and Allspring Funds Management LLC.
Finally, from 2014 to 2018, she served as the Chief Operating Officer at Diamond Hill Investment Group, Inc. Ms. Wesolek received an undergraduate degree from Franklin University.
Eerdere bekende functies van Lisa M. Wesolek
Bedrijven | Functie | Einde |
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DIAMOND HILL INVESTMENT GROUP, INC. | Operationeel Directeur | 30-04-2018 |
Allspring Global Investments LLC
![]() Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Verkoop & Marketing | 01-01-2010 |
Allspring Funds Management LLC
![]() Allspring Funds Management LLC Investment ManagersFinance Allspring Funds Management LLC (AFM) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded as Wells Fargo Funds Management LLC (WFFM) in 2001 to succeed the former mutual fund advisory responsibilities of Wells Fargo Bank, N.A. In November 2021, Wells Fargo & Co. sells its asset management business, which includes WFFM and certain affiliates, to a third-party purchaser. As part of the sale, WFFM has changed its name to Allspring Funds Management LLC. AFM is a wholly owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. The firm serves as investment adviser for the portfolios of the Allspring Funds. The firm also participates as an investment adviser in several managed account programs offered by other financial institutions to their respective clients. | Verkoop & Marketing | 01-01-2010 |
Evergreen Investment Management LLC
![]() Evergreen Investment Management LLC Financial ConglomeratesFinance Evergreen Investment Management LLC provides financial services. | Corporate Officer/Principal | 01-01-2008 |
Banc One Investment Advisors
![]() Banc One Investment Advisors Major BanksFinance Founded in 1992, Banc One Investment Advisors (BOIA) is a multi-style money manager delivering individually managed portfolios and mutual funds to a broad spectrum of institutional and individual clients. BOIA an indirect subsidiary of Bank One Corporation (NYSE: ONE). | Corporate Officer/Principal | 01-01-2004 |
Opleiding van Lisa M. Wesolek
Franklin University | 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 |
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DIAMOND HILL INVESTMENT GROUP, INC. | Finance |
Bedrijven in privébezit | 4 |
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Allspring Global Investments LLC
![]() Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Finance |
Allspring Funds Management LLC
![]() Allspring Funds Management LLC Investment ManagersFinance Allspring Funds Management LLC (AFM) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded as Wells Fargo Funds Management LLC (WFFM) in 2001 to succeed the former mutual fund advisory responsibilities of Wells Fargo Bank, N.A. In November 2021, Wells Fargo & Co. sells its asset management business, which includes WFFM and certain affiliates, to a third-party purchaser. As part of the sale, WFFM has changed its name to Allspring Funds Management LLC. AFM is a wholly owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. The firm serves as investment adviser for the portfolios of the Allspring Funds. The firm also participates as an investment adviser in several managed account programs offered by other financial institutions to their respective clients. | Finance |
Banc One Investment Advisors
![]() Banc One Investment Advisors Major BanksFinance Founded in 1992, Banc One Investment Advisors (BOIA) is a multi-style money manager delivering individually managed portfolios and mutual funds to a broad spectrum of institutional and individual clients. BOIA an indirect subsidiary of Bank One Corporation (NYSE: ONE). | Finance |
Evergreen Investment Management LLC
![]() Evergreen Investment Management LLC Financial ConglomeratesFinance Evergreen Investment Management LLC provides financial services. | Finance |