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Michael Claude Provine
Portefeuillebeheerder-Aandelen bij Cary Street Partners Investment Advisory LLC
Actieve functies van Michael Claude Provine
Bedrijven | Functie | Begin | Einde |
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Cary Street Partners Investment Advisory LLC
![]() Cary Street Partners Investment Advisory LLC Investment ManagersFinance Cary Street Partners Investment Advisory LLC (Cary Street Partners) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2003 and is a wholly-owned subsidiary of Cary Street Partners Financial LLC (formerly Luxon Financial LLC). Cary Street Partners provides individualized non-discretionary and discretionary advisory services to individuals, pension or profit-sharing plans, trusts, estates or non-profit organizations, corporations or other business entities and governmental entities, educational institutions, as well as banks or thrift institutions. | Portefeuillebeheerder-Aandelen | - | - |
Loopbaan van Michael Claude Provine
Eerdere bekende functies van Michael Claude Provine
Bedrijven | Functie | Begin | Einde |
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Tradition Asset Management LLC
![]() Tradition Asset Management LLC Investment ManagersFinance Tradition Asset Management LLC (Tradition AM) is an investment advisory firm headquartered in Richmond, Virginia. The firm was founded by Michael Provine and Christopher Trompeter in 2018 and is owned by Cary Street Partners Financial LLC. Tradition AM provides investment advice to individual and institutional clients. | Oprichter | 01-01-2018 | 01-06-2020 |
Portefeuillebeheerder-Aandelen | 01-01-2018 | 01-06-2020 | |
Candor Wealth Advisors LLC
![]() Candor Wealth Advisors LLC Investment ManagersFinance Candor Wealth Advisors LLC is a registered investment advisor located in Summit, New Jersey. The firm provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions and foundations, with emphasis on services to individuals and high net-worth individuals and their related entities. | Algemeen Directeur | - | 05-01-2016 |
Compliance Officer | - | 05-01-2016 | |
Oprichter | - | 05-01-2016 | |
Portefeuillebeheerder-Aandelen | - | 05-01-2016 | |
Portfolio Manager-Fixed Income | - | 05-01-2016 | |
Hoofd van Private Banking | - | 05-01-2016 | |
Brundage, Story & Rose LLC
![]() Brundage, Story & Rose LLC Investment ManagersFinance Brundage, Story & Rose LLC provides investment advice. The company is based in New York, NY. Brundage, Story & Rose was acquired by Bessemer Trust Co., NA on August 04, 2000. | Corporate Officer/Principal | - | - |
Tradition Capital Management LLC
![]() Tradition Capital Management LLC Investment ManagersFinance Founded in 2000 by Benjamin Halliburton and Christopher Trompeter, Tradition Capital Management LLC is a registered investment advisor located in Summit, New Jersey. | Compliance Officer | 01-01-2000 | - |
Oprichter | 01-01-2000 | - | |
Portefeuillebeheerder-Aandelen | 01-01-2000 | - |
Opleiding van Michael Claude Provine
St. Joseph's University | Undergraduate Degree |
Temple University (Pennsylvania) | Graduate Degree |
Statistieken
Internationaal
Verenigde Staten | 8 |
Operationeel
Portfolio Manager-Equities | 4 |
Founder | 3 |
Compliance Officer | 2 |
Sectoraal
Finance | 6 |
Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 5 |
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Tradition Capital Management LLC
![]() Tradition Capital Management LLC Investment ManagersFinance Founded in 2000 by Benjamin Halliburton and Christopher Trompeter, Tradition Capital Management LLC is a registered investment advisor located in Summit, New Jersey. | Finance |
Brundage, Story & Rose LLC
![]() Brundage, Story & Rose LLC Investment ManagersFinance Brundage, Story & Rose LLC provides investment advice. The company is based in New York, NY. Brundage, Story & Rose was acquired by Bessemer Trust Co., NA on August 04, 2000. | Finance |
Candor Wealth Advisors LLC
![]() Candor Wealth Advisors LLC Investment ManagersFinance Candor Wealth Advisors LLC is a registered investment advisor located in Summit, New Jersey. The firm provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions and foundations, with emphasis on services to individuals and high net-worth individuals and their related entities. | Finance |
Tradition Asset Management LLC
![]() Tradition Asset Management LLC Investment ManagersFinance Tradition Asset Management LLC (Tradition AM) is an investment advisory firm headquartered in Richmond, Virginia. The firm was founded by Michael Provine and Christopher Trompeter in 2018 and is owned by Cary Street Partners Financial LLC. Tradition AM provides investment advice to individual and institutional clients. | Finance |
Cary Street Partners Investment Advisory LLC
![]() Cary Street Partners Investment Advisory LLC Investment ManagersFinance Cary Street Partners Investment Advisory LLC (Cary Street Partners) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2003 and is a wholly-owned subsidiary of Cary Street Partners Financial LLC (formerly Luxon Financial LLC). Cary Street Partners provides individualized non-discretionary and discretionary advisory services to individuals, pension or profit-sharing plans, trusts, estates or non-profit organizations, corporations or other business entities and governmental entities, educational institutions, as well as banks or thrift institutions. | Finance |