PJ Gardner
Oprichter bij Annis Gardner Whiting Capital Advisors LLC
Profiel
Mr. Peter J.
Gardner, CFA MBA, is a Principal & Co-Founder at Annis Gardner Whiting Capital Advisors LLC.
He is responsible for AGW’s investment research and strategy, leads the firm’s investment committee and manages a number of client relationships.
He co-founded AGW in 2009 after more than 15 years advising foundations, endowments, qualified plans and private clients on investment policy, asset allocation, investment manager research, and performance measurement and evaluation.
Mr. Gardner has held previous positions at CapTrust Financial Advisors, First Union Securities (the predecessor to Wells Fargo Securities) and Salomon Smith Barney.
He graduated with honors from The University of Florida with a degree in finance and a Master of Business Administration.
He has also completed multiple post-graduate courses at the Wharton School of Business, including the Certified Investment Strategist and CIMA® programs.
He is a Chartered Financial Analyst, Certified Financial Planner and Certified Investment Management Analyst.
Actieve functies van PJ Gardner
| Bedrijven | Functie | Begin |
|---|---|---|
Annis Gardner Whiting Capital Advisors LLC
 Annis Gardner Whiting Capital Advisors LLC Investment ManagersFinance Annis Gardner Whiting Capital Advisors LLC is a private company that specializes in managing investments. The company is based in Tampa, FL. The company's goal is to alleviate uncertainty for their clients by balancing risk and reward. The company understands that their clients are entrusting them with something more valuable than money. | Oprichter | 01-01-2009 |
Eerdere bekende functies van PJ Gardner
| Bedrijven | Functie | Einde |
|---|---|---|
CapFinancial Partners LLC
 CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families. | Corporate Officer/Principal | 01-04-2009 |
Opleiding van PJ Gardner
| University of Florida | Masters Business Admin |
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Annis Gardner Whiting Capital Advisors LLC
Annis Gardner Whiting Capital Advisors LLC Investment ManagersFinance Annis Gardner Whiting Capital Advisors LLC is a private company that specializes in managing investments. The company is based in Tampa, FL. The company's goal is to alleviate uncertainty for their clients by balancing risk and reward. The company understands that their clients are entrusting them with something more valuable than money. | Finance |
CapFinancial Partners LLC
CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families. | Finance |
