Profiel
William Dudley Moyer worked as a Portfolio Manager at Transform Wealth LLC from 2002 to 2017.
Prior to that, he worked as a Director of Research at First Affirmative Financial Network LLC, a Principal at American Century Mutual Funds, Inc., and a Portfolio Manager & Vice President at Springfield Trust Co. Moyer earned an MBA from Regis University in 1997 and completed his undergraduate studies at the University of Oklahoma.
Eerdere bekende functies van William Dudley Moyer
| Bedrijven | Functie | Einde |
|---|---|---|
Transform Wealth LLC
 Transform Wealth LLC Investment ManagersFinance Transform Wealth LLC is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded in 1975 to assume the investment advisory business of Carnick & Co., Inc., which was purchased by David Kubik and Nathan Kubik in 2011. In 2016, Carnick & Kubik became a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners Inc. (NASDAQ: FOCS). At the time they were acquired by Focus Operating, Carnick & Kubik changed their name to Carnick & Kubik Group LLC and subsequently became Transform Wealth LLC in 2020. The firm provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Analyst-Equity | 01-12-2017 |
| American Century Mutual Funds, Inc. | Corporate Officer/Principal | - |
First Affirmative Financial Network LLC
 First Affirmative Financial Network LLC Investment ManagersFinance First Affirmative Financial Network LLC (First Affirmative) is an independent registered investment advisor headquartered in Colorado Springs, Colorado. Founded in 1999, the firm provides discretionary investment advisory services to individual and institutional clients. First Affirmative provides investment advice consistent with the philosophies of sustainable, responsible, impact (SRI) investing. | Corporate Officer/Principal | - |
Springfield Trust Co.
 Springfield Trust Co. Investment ManagersFinance Founded in 1991, Springfield Trust Co. is a trust company and investment advisor located in Springfield, Missouri | Corporate Officer/Principal | - |
Opleiding van William Dudley Moyer
| Regis University | Masters Business Admin |
| University of Oklahoma | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
| American Century Mutual Funds, Inc. | Miscellaneous |
Springfield Trust Co.
Springfield Trust Co. Investment ManagersFinance Founded in 1991, Springfield Trust Co. is a trust company and investment advisor located in Springfield, Missouri | Finance |
First Affirmative Financial Network LLC
First Affirmative Financial Network LLC Investment ManagersFinance First Affirmative Financial Network LLC (First Affirmative) is an independent registered investment advisor headquartered in Colorado Springs, Colorado. Founded in 1999, the firm provides discretionary investment advisory services to individual and institutional clients. First Affirmative provides investment advice consistent with the philosophies of sustainable, responsible, impact (SRI) investing. | Finance |
Transform Wealth LLC
Transform Wealth LLC Investment ManagersFinance Transform Wealth LLC is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded in 1975 to assume the investment advisory business of Carnick & Co., Inc., which was purchased by David Kubik and Nathan Kubik in 2011. In 2016, Carnick & Kubik became a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners Inc. (NASDAQ: FOCS). At the time they were acquired by Focus Operating, Carnick & Kubik changed their name to Carnick & Kubik Group LLC and subsequently became Transform Wealth LLC in 2020. The firm provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
