Walter T. McCormick
Corporate Officer/Principal bij The Boston Security Analysts Society, Inc.
Profiel
Mr. Walter T.
McCormick, CFA MBA, is Senior Managing Director & Senior Portfolio Manager at Manulife Asset Management (US) LLC.
Prior to joining Manulife Asset Management in December 2010, Mr. McCormick was a Managing Director & Senior Portfolio Manager of the Berkeley Street Equity team at Wells Capital Management.
He also served in a similar role at Evergreen Investments.
Earlier, he was the Head of the Large Cap Growth Team at Keystone Investments and Head of the Large Cap Value Team at David L.
Babson & Co. He began his career as a Senior Portfolio Manager & Director of Equity Investments at Rhode Island Hospital Trust National Bank.
Mr. McCormick received his BA from Providence College and his MBA from Rutgers University.
Actieve functies van Walter T. McCormick
Bedrijven | Functie | Begin |
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The Boston Security Analysts Society, Inc. | Corporate Officer/Principal | - |
Eerdere bekende functies van Walter T. McCormick
Bedrijven | Functie | Einde |
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Manulife Investment Management (US) LLC
Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM-US) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately-offered unregistered investment funds. | Portefeuillebeheerder-Aandelen | 31-03-2016 |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Portefeuillebeheerder-Aandelen | 30-11-2010 |
Evergreen Investment Management Co., Inc.
Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts. | Portefeuillebeheerder-Aandelen | 31-05-2010 |
Keystone Investments, Inc. | Corporate Officer/Principal | 31-12-1997 |
Providence Society of Financial Analysts | Corporate Officer/Principal | - |
Opleiding van Walter T. McCormick
Providence College | Undergraduate Degree |
Rutgers State University of New Jersey | Masters Business Admin |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven in privébezit | 8 |
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Evergreen Investment Management Co., Inc.
Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts. | Finance |
Keystone Investments, Inc. | Finance |
Barings LLC
Barings LLC Investment ManagersFinance Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles. | Finance |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Finance |
Manulife Investment Management (US) LLC
Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM-US) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately-offered unregistered investment funds. | Finance |
Rhode Island Hospital Trust National Bank
Rhode Island Hospital Trust National Bank Major BanksFinance Rhode Island Hospital Trust National Bank provides banking services. The private company is based in Providence, RI. | Finance |
Providence Society of Financial Analysts | |
The Boston Security Analysts Society, Inc. |