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Theodore Wesley Brooks
Chief Investment Officer bij Nordwand Advisors LLC
Actieve functies van Theodore Wesley Brooks
Bedrijven | Functie | Begin | Einde |
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Nordwand Advisors LLC
![]() Nordwand Advisors LLC Investment ManagersFinance Nordwand Advisors LLC is a SEC-registered investment advisor and multi-family office headquartered in Radnor, Pennsylvania. The firm was founded in 2022 and is owned by Nordwand Capital LLC. Nordwand Advisors provides custom advisory services that range from investment management to trust and estate planning to philanthropic strategies to a select group of ultra-high-net worth families. | Chief Investment Officer | 01-11-2022 | - |
Loopbaan van Theodore Wesley Brooks
Eerdere bekende functies van Theodore Wesley Brooks
Bedrijven | Functie | Begin | Einde |
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CenterSquare Investment Management LLC
![]() CenterSquare Investment Management LLC Investment ManagersFinance CenterSquare Investment Management LLC (CenterSquare) is a SEC-registered investment advisor headquartered in Plymouth Meeting, Pennsylvania. The firm was founded in 2017 and is wholly owned by CenterSquare Investment Management Holdings LLC. CenterSquare provides discretionary and non-discretionary investment advisory services to institutional and high net worth investors in the form of separate accounts and pooled investment vehicles. | Portefeuillebeheerder-Aandelen | 05-01-2018 | 01-06-2021 |
CenterSquare Investment Management, Inc.
![]() CenterSquare Investment Management, Inc. Investment ManagersFinance Founded in 1987, CenterSquare Investment Management, Inc. is a registered investment advisor located in Plymouth Meeting, Pennsylvania. The firm was formerly known as Urdang Securities Management, Inc. They are a wholly-owned subsidiary of CenterSquare Investment Management Holdings, Inc., itself a wholly-owned subsidiary of The Bank of New York Mellon Corp. (NYSE: BK). | Portefeuillebeheerder-Aandelen | 01-01-2014 | 05-01-2018 |
Barclays Capital, Inc.
![]() Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Analyst-Equity | 01-09-2008 | 12-07-2011 |
Lehman Brothers, Inc.
![]() Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Analyst-Equity | - | 31-08-2007 |
Credit Suisse First Boston Corp. | Corporate Officer/Principal | 01-01-2004 | 31-12-2004 |
Opleiding van Theodore Wesley Brooks
College of the Holy Cross (Massachusetts) | Undergraduate Degree |
The Leonard N Stern School of Business | Masters Business Admin |
Statistieken
Internationaal
Verenigde Staten | 9 |
Operationeel
Analyst-Equity | 2 |
Portfolio Manager-Equities | 2 |
Undergraduate Degree | 1 |
Sectoraal
Finance | 7 |
Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 6 |
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Lehman Brothers, Inc.
![]() Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |
Credit Suisse First Boston Corp. | Finance |
Barclays Capital, Inc.
![]() Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Finance |
CenterSquare Investment Management LLC
![]() CenterSquare Investment Management LLC Investment ManagersFinance CenterSquare Investment Management LLC (CenterSquare) is a SEC-registered investment advisor headquartered in Plymouth Meeting, Pennsylvania. The firm was founded in 2017 and is wholly owned by CenterSquare Investment Management Holdings LLC. CenterSquare provides discretionary and non-discretionary investment advisory services to institutional and high net worth investors in the form of separate accounts and pooled investment vehicles. | Finance |
Nordwand Advisors LLC
![]() Nordwand Advisors LLC Investment ManagersFinance Nordwand Advisors LLC is a SEC-registered investment advisor and multi-family office headquartered in Radnor, Pennsylvania. The firm was founded in 2022 and is owned by Nordwand Capital LLC. Nordwand Advisors provides custom advisory services that range from investment management to trust and estate planning to philanthropic strategies to a select group of ultra-high-net worth families. | Finance |
CenterSquare Investment Management, Inc.
![]() CenterSquare Investment Management, Inc. Investment ManagersFinance Founded in 1987, CenterSquare Investment Management, Inc. is a registered investment advisor located in Plymouth Meeting, Pennsylvania. The firm was formerly known as Urdang Securities Management, Inc. They are a wholly-owned subsidiary of CenterSquare Investment Management Holdings, Inc., itself a wholly-owned subsidiary of The Bank of New York Mellon Corp. (NYSE: BK). | Finance |