Marc Anthony Traverso
Portefeuillebeheerder-Aandelen bij Traverso Chambers Private Wealth Management LLC
Actieve functies van Marc Anthony Traverso
Bedrijven | Functie | Begin | Einde |
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Traverso Chambers Private Wealth Management LLC
Traverso Chambers Private Wealth Management LLC Investment ManagersFinance Traverso Chambers Private Wealth Management LLC (Traverso Chambers) is a SEC-registered investment adviser and wealth management firm headquartered in Santa Rosa, California. In 2024, the firm was acquired by MAI Capital Management LLC, ultimately owned by MAI Capital Management Holdings LLC. Traverso Chambers provides investment advisory services to high-net-worth individual and institutional clients. | Portefeuillebeheerder-Aandelen | 01-04-2018 | - |
Loopbaan van Marc Anthony Traverso
Eerdere bekende functies van Marc Anthony Traverso
Bedrijven | Functie | Begin | Einde |
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Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Corporate Officer/Principal | 01-10-2009 | 21-05-2018 |
Citigroup Global Markets, Inc. (Investment Management)
Citigroup Global Markets, Inc. (Investment Management) Investment ManagersFinance Citigroup Global Markets, Inc. (Investment Management) (CGMI-IM) is the investment management division of Citigroup Global Markets, Inc., a registered broker-dealer headquartered in New York City. The firm was founded in 1964 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI provides a variety of services designed to meet the varying investment advisory and related needs of individual and institutional clients. | Corporate Officer/Principal | 01-03-2001 | 01-06-2009 |
Statistieken
Internationaal
Verenigde Staten | 4 |
Operationeel
Corporate Officer/Principal | 2 |
Portfolio Manager-Equities | 1 |
Sectoraal
Finance | 4 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 3 |
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Traverso Chambers Private Wealth Management LLC
Traverso Chambers Private Wealth Management LLC Investment ManagersFinance Traverso Chambers Private Wealth Management LLC (Traverso Chambers) is a SEC-registered investment adviser and wealth management firm headquartered in Santa Rosa, California. In 2024, the firm was acquired by MAI Capital Management LLC, ultimately owned by MAI Capital Management Holdings LLC. Traverso Chambers provides investment advisory services to high-net-worth individual and institutional clients. | Finance |
Citigroup Global Markets, Inc. (Investment Management)
Citigroup Global Markets, Inc. (Investment Management) Investment ManagersFinance Citigroup Global Markets, Inc. (Investment Management) (CGMI-IM) is the investment management division of Citigroup Global Markets, Inc., a registered broker-dealer headquartered in New York City. The firm was founded in 1964 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI provides a variety of services designed to meet the varying investment advisory and related needs of individual and institutional clients. | Finance |
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Finance |