Paul Zepf
Geen lopende functies
Profiel
Prior to joining Banknorth, Mr. Zepf was the Senior Investment Officer with Greystone Financial Advisors in Concord.
He also worked for Strategic Advisors and for the Wellington Management Company in Boston.
Mr. Zepf was also a portfolio manager with Trapeze Asset Management.
Mr. Zepf holds an M.A.
degree in Economics from Northeastern University and a B.A.
in Economics from the University of Massachusetts at Boston.
He is a Chartered Financial Analyst and is a member of Boston Securities Analyst Society and the CFA Institute.
Eerdere bekende functies van Paul Zepf
| Bedrijven | Functie | Einde |
|---|---|---|
TD Banknorth Wealth Management Group
 TD Banknorth Wealth Management Group Investment ManagersFinance Founded in 2001, TD Banknorth Wealth Management Group (BWM) is a registered investment advisor headquartered in Portland, Maine. The firm delivers wealth advisory and investment management services to individuals and institutions. In 2006, Hudson United Wealth Management Services Group was merged into BWM. The firm is a subsidiary of Toronto-Dominion Bank (NYSE: TD). | Portefeuillebeheerder-Aandelen | 31-12-2008 |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Portefeuillebeheerder-Aandelen | - |
Generation PMCA Corp.
 Generation PMCA Corp. Investment ManagersFinance Generation PMCA Corp. is an investment management firm headquartered in Toronto, Canada. The firm was co-founded by Randall Abramson in 1999 and is a subsidiary of 1346049 Ontario Ltd. Generation PMCA provides discretionary portfolio management for institutions and high net worth individuals, primarily through separately managed accounts. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Paul Zepf
| Northwestern University | Graduate Degree |
| University of Massachusetts | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
TD Banknorth Wealth Management Group
TD Banknorth Wealth Management Group Investment ManagersFinance Founded in 2001, TD Banknorth Wealth Management Group (BWM) is a registered investment advisor headquartered in Portland, Maine. The firm delivers wealth advisory and investment management services to individuals and institutions. In 2006, Hudson United Wealth Management Services Group was merged into BWM. The firm is a subsidiary of Toronto-Dominion Bank (NYSE: TD). | Finance |
Generation PMCA Corp.
Generation PMCA Corp. Investment ManagersFinance Generation PMCA Corp. is an investment management firm headquartered in Toronto, Canada. The firm was co-founded by Randall Abramson in 1999 and is a subsidiary of 1346049 Ontario Ltd. Generation PMCA provides discretionary portfolio management for institutions and high net worth individuals, primarily through separately managed accounts. | Finance |
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Finance |
