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Wally Barre
Geen lopende functies
Loopbaan van Wally Barre
Eerdere bekende functies van Wally Barre
Bedrijven | Functie | Begin | Einde |
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Colonial Trust Group, Inc. (South Carolina)
![]() Colonial Trust Group, Inc. (South Carolina) Investment ManagersFinance Colonial Group, Inc. provides investment management services. Its services include estate tax planning, estate administration, trust services, personal representative of estates, investment strategy development, professional portfolio management, and corporate retirement planning services. The company was founded by R. B. Cleveland, Julian Calhoun and Thomas Screven in 1913 and is headquartered in Spartanburg, SC. | Voorzitter | - | 23-09-2013 |
The Robinson-Humphrey Co. LLC /Institutional Business/ | Corporate Officer/Principal | - | - |
Truist Securities, Inc.
![]() Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Corporate Officer/Principal | - | - |
Colonial Trust Advisors, Inc.
![]() Colonial Trust Advisors, Inc. Investment ManagersFinance Colonial Trust Advisors, Inc. (Colonial Trust) is a SEC-registered investment advisor headquartered in Spartanburg, South Carolina. The firm was founded in 1996 as Colonial Asset Management, Inc. They are principally owned by Colonial Trust Group, Inc. Colonial Trust provides investment, fiduciary, and advisory services to individuals, families, and institutions across South Carolina. | Voorzitter | 01-01-1996 | - |
Chief Investment Officer | 01-01-1996 | - | |
Portefeuillebeheerder-Aandelen | 01-01-1996 | - | |
Portfolio Manager-Fixed Income | 01-01-1996 | - |
Opleiding van Wally Barre
Emory University | Masters Business Admin |
Washington & Lee University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 7 |
Operationeel
Chairman | 2 |
Corporate Officer/Principal | 2 |
Chief Investment Officer | 1 |
Sectoraal
Finance | 5 |
Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 4 |
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Colonial Trust Advisors, Inc.
![]() Colonial Trust Advisors, Inc. Investment ManagersFinance Colonial Trust Advisors, Inc. (Colonial Trust) is a SEC-registered investment advisor headquartered in Spartanburg, South Carolina. The firm was founded in 1996 as Colonial Asset Management, Inc. They are principally owned by Colonial Trust Group, Inc. Colonial Trust provides investment, fiduciary, and advisory services to individuals, families, and institutions across South Carolina. | Finance |
Truist Securities, Inc.
![]() Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Finance |
Colonial Trust Group, Inc. (South Carolina)
![]() Colonial Trust Group, Inc. (South Carolina) Investment ManagersFinance Colonial Group, Inc. provides investment management services. Its services include estate tax planning, estate administration, trust services, personal representative of estates, investment strategy development, professional portfolio management, and corporate retirement planning services. The company was founded by R. B. Cleveland, Julian Calhoun and Thomas Screven in 1913 and is headquartered in Spartanburg, SC. | Finance |
The Robinson-Humphrey Co. LLC /Institutional Business/ | Finance |
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