Adrian Helfert
Corporate Officer/Principal bij WESTWOOD HOLDINGS GROUP, INC.
Vermogen: 2 M $ op 31-05-2024
Actieve functies van Adrian Helfert
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
WESTWOOD HOLDINGS GROUP, INC. | Corporate Officer/Principal | 28-01-2019 | - |
Chief Investment Officer | 28-01-2019 | - | |
Westwood Management Corp. (Texas)
Westwood Management Corp. (Texas) Investment ManagersFinance Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, and pooled investment vehicles. | Portefeuillebeheerder-Aandelen | - | - |
Loopbaan van Adrian Helfert
Eerdere bekende functies van Adrian Helfert
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
Amundi Smith Breeden LLC
Amundi Smith Breeden LLC Investment ManagersFinance Amundi Smith Breeden is an investment advisor headquartered in Durham, North Carolina. The firm is a subsidiary of Amundi Pioneer Asset Management, Inc. after their merger with Pioneer Investment Management, Inc. The firm was founded in 1999 and is headquartered in Durham, NC. | Head-Fixed Income Invts | 30-09-2013 | 08-01-2018 |
Portfolio Manager-Fixed Income | 30-09-2013 | 08-01-2018 |
Opleiding van Adrian Helfert
The Fuqua School of Business | Masters Business Admin |
University of Virginia | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 6 |
Operationeel
Head-Fixed Income Invts | 1 |
Portfolio Manager-Fixed Income | 1 |
Masters Business Admin | 1 |
Sectoraal
Finance | 4 |
Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Beursgenoteerde bedrijven | 1 |
---|---|
WESTWOOD HOLDINGS GROUP, INC. | Finance |
Bedrijven in privébezit | 2 |
---|---|
Amundi Smith Breeden LLC
Amundi Smith Breeden LLC Investment ManagersFinance Amundi Smith Breeden is an investment advisor headquartered in Durham, North Carolina. The firm is a subsidiary of Amundi Pioneer Asset Management, Inc. after their merger with Pioneer Investment Management, Inc. The firm was founded in 1999 and is headquartered in Durham, NC. | Finance |
Westwood Management Corp. (Texas)
Westwood Management Corp. (Texas) Investment ManagersFinance Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, and pooled investment vehicles. | Finance |
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