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William Townson Grasty
Portefeuillebeheerder-Aandelen bij Bison Wealth LLC
Actieve functies van William Townson Grasty
Bedrijven | Functie | Begin | Einde |
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Bison Wealth LLC
![]() Bison Wealth LLC Investment ManagersFinance Bison Wealth LLC (Bison) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. It was founded by Robert S. Wilder in 2012 as Lakeview Capital Partners LLC and changed its name to Bison Wealth LLC in 2022. The firm is principally owned by Bison Holdings LLC, which in turn is owned by East Asset Management LLC. Bison provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations. | Portefeuillebeheerder-Aandelen | 01-08-2013 | - |
Loopbaan van William Townson Grasty
Eerdere bekende functies van William Townson Grasty
Bedrijven | Functie | Begin | Einde |
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Wealthtrust Advisors LLC
![]() Wealthtrust Advisors LLC Investment ManagersFinance Founded in 1997, WealthTrust Advisors, Inc. is a registered investment advisory firm located in Nashville, Tennessee with offices in Paducah, Kentucky and Charlotte, North Carolina. The firm provides investment advisory services to individuals, families, endowments and foundations. They are a subsidiary of WealthTrust Holdings LLC | Verkoop & Marketing | 01-01-2005 | 31-12-2008 |
Kingfisher Capital LLC
![]() Kingfisher Capital LLC Investment ManagersFinance Kingfisher Capital LLC (Kingfisher) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Alex Miles and H. K. Hallett II in 2009. They were acquired in 2023 by Mercer Global Advisors, Inc. and their ultimate parent is Mercer Advisors, Inc. Kingfisher provides advisory services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations, and small businesses. | Verkoop & Marketing | 17-02-2010 | - |
First Union Capital Markets Corp. | Corporate Officer/Principal | - | - |
HP INC. | Corporate Officer/Principal | - | - |
Opleiding van William Townson Grasty
Vanderbilt University | Masters Business Admin |
The University of North Carolina at Chapel Hill | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 7 |
Mauritius (Eiland) | 2 |
Operationeel
Sales & Marketing | 2 |
Corporate Officer/Principal | 2 |
Masters Business Admin | 1 |
Sectoraal
Finance | 5 |
Consumer Services | 3 |
Electronic Technology | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Beursgenoteerde bedrijven | 1 |
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HP INC. | Electronic Technology |
Bedrijven in privébezit | 4 |
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Wealthtrust Advisors LLC
![]() Wealthtrust Advisors LLC Investment ManagersFinance Founded in 1997, WealthTrust Advisors, Inc. is a registered investment advisory firm located in Nashville, Tennessee with offices in Paducah, Kentucky and Charlotte, North Carolina. The firm provides investment advisory services to individuals, families, endowments and foundations. They are a subsidiary of WealthTrust Holdings LLC | Finance |
First Union Capital Markets Corp. | Finance |
Kingfisher Capital LLC
![]() Kingfisher Capital LLC Investment ManagersFinance Kingfisher Capital LLC (Kingfisher) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Alex Miles and H. K. Hallett II in 2009. They were acquired in 2023 by Mercer Global Advisors, Inc. and their ultimate parent is Mercer Advisors, Inc. Kingfisher provides advisory services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations, and small businesses. | Finance |
Bison Wealth LLC
![]() Bison Wealth LLC Investment ManagersFinance Bison Wealth LLC (Bison) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. It was founded by Robert S. Wilder in 2012 as Lakeview Capital Partners LLC and changed its name to Bison Wealth LLC in 2022. The firm is principally owned by Bison Holdings LLC, which in turn is owned by East Asset Management LLC. Bison provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations. | Finance |