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Loopbaan van Max Holvik
Eerdere bekende functies van Max Holvik
Bedrijven | Functie | Begin | Einde |
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Private Ocean LLC
![]() Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | Analyst-Equity | 01-05-2014 | 01-05-2019 |
Directeur van Onderzoek - Eigen Vermogen | 01-05-2014 | 01-05-2019 | |
Lid van de Investeringscommissie | 01-05-2014 | 01-05-2019 | |
Barclays Capital Securities Ltd.
![]() Barclays Capital Securities Ltd. Investment Banks/BrokersFinance Barclays Capital Securities Ltd. (BCS) is the brokerage subsidiary of Barclays Bank plc, which is owned by Barclays Plc (LON: BARC), an international financial services group in Great Britain. The firm was founded in 1985 and is headquartered in London with offices worldwide. BCS provides prime brokerage services which include equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics. | Analyst-Equity | 19-09-2011 | 01-10-2012 |
Opleiding van Max Holvik
San Diego State University | Undergraduate Degree |
Instituto de Estudios Superiores de la Empresa | Masters Business Admin |
Statistieken
Internationaal
Verenigde Staten | 3 |
Verenigd Koninkrijk | 2 |
Spanje | 2 |
Operationeel
Analyst-Equity | 2 |
Director of Research - Equity | 1 |
Investment Committee Member | 1 |
Sectoraal
Finance | 3 |
Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 2 |
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Barclays Capital Securities Ltd.
![]() Barclays Capital Securities Ltd. Investment Banks/BrokersFinance Barclays Capital Securities Ltd. (BCS) is the brokerage subsidiary of Barclays Bank plc, which is owned by Barclays Plc (LON: BARC), an international financial services group in Great Britain. The firm was founded in 1985 and is headquartered in London with offices worldwide. BCS provides prime brokerage services which include equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics. | Finance |
Private Ocean LLC
![]() Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | Finance |
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