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William Elliot Driscoll
Directeur van Onderzoek - Eigen Vermogen bij Oak Family Advisors LLC
Actieve functies van William Elliot Driscoll
Bedrijven | Functie | Begin | Einde |
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Oak Family Advisors LLC
![]() Oak Family Advisors LLC Investment ManagersFinance Oak Family Advisors LLC (OFA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was formerly known as Betterman Investment Group LLC and is principally owned by Oak Family Holdings LLC. OFA provides personalized confidential investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Directeur van Onderzoek - Eigen Vermogen | 01-10-2019 | - |
Loopbaan van William Elliot Driscoll
Eerdere bekende functies van William Elliot Driscoll
Bedrijven | Functie | Begin | Einde |
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Curi RMB Capital LLC
![]() Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. | Portefeuillebeheerder-Aandelen | 01-03-2006 | 01-03-2015 |
Talon Asset Management, Inc.
![]() Talon Asset Management, Inc. Investment ManagersFinance Founded in 1994 by Terry Diamond and Alan Wilson, Talon Asset Management LLC is a registered investment advisor located in Chicago, Illinois. The firm also serves as an ERISA qualified manager. They offer a variety of investment vehicles and services, including: (1) individually managed equity, fixed-income and balanced portfolio accounts (2) hedge funds and (3) private equity/venture capital investment opportunities. Their clients include managing equity, fixed-income and balanced portfolios for individuals, retirement funds, foundations and family partnerships. They manage the Talon Sharpridge QO LLC and the Talon Opportunity Partners LP. | Analyst-Equity | 01-05-2004 | 31-03-2006 |
Evergreen Asset Management, Inc. | Corporate Officer/Principal | - | - |
Alex. Brown & Sons, Inc. | Corporate Officer/Principal | - | - |
Opleiding van William Elliot Driscoll
Colby College | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 7 |
Operationeel
Corporate Officer/Principal | 2 |
Analyst-Equity | 1 |
Portfolio Manager-Equities | 1 |
Sectoraal
Finance | 6 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 5 |
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Talon Asset Management, Inc.
![]() Talon Asset Management, Inc. Investment ManagersFinance Founded in 1994 by Terry Diamond and Alan Wilson, Talon Asset Management LLC is a registered investment advisor located in Chicago, Illinois. The firm also serves as an ERISA qualified manager. They offer a variety of investment vehicles and services, including: (1) individually managed equity, fixed-income and balanced portfolio accounts (2) hedge funds and (3) private equity/venture capital investment opportunities. Their clients include managing equity, fixed-income and balanced portfolios for individuals, retirement funds, foundations and family partnerships. They manage the Talon Sharpridge QO LLC and the Talon Opportunity Partners LP. | Finance |
Curi RMB Capital LLC
![]() Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. | Finance |
Evergreen Asset Management, Inc. | Finance |
Alex. Brown & Sons, Inc. | Finance |
Oak Family Advisors LLC
![]() Oak Family Advisors LLC Investment ManagersFinance Oak Family Advisors LLC (OFA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was formerly known as Betterman Investment Group LLC and is principally owned by Oak Family Holdings LLC. OFA provides personalized confidential investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Finance |