Andy Wallerstein
Algemeen Directeur bij Avalon Trust Co.
Profiel
Mr. Andrew M.
Wallerstein is a Chief Executive Officer & Partner at Avalon Trust Co. He oversees the Company's longterm direction, ensuring that Avalon maximizes the strength of its independence and continues to build strategic relationships.
He is a member of the Avalon investment committee, actively manages client portfolios and conducts investment research.
He leads the Avalon team in resolving complex client concerns and coordinates the firm's network of qualified professionals to bring the full resources of Avalon to its clients.
Mr. Wallerstein was previously employed as a Vice President by Baldwin Brothers, Inc., a Founding Venture Partner by The Rhode Island Foundation, and a Founding Chairman by The Wolf School.
He received a bachelor's degree from Brown University and an MBA from the Anderson Graduate School of Management at UCLA.
Actieve functies van Andy Wallerstein
| Bedrijven | Functie | Begin |
|---|---|---|
Avalon Trust Co.
 Avalon Trust Co. Investment ManagersFinance Avalon Trust Co. is an independent investment firm headquartered in Santa Fe, New Mexico. The firm was founded in 1998 and was acquired by Clearstead Advisors LLC in 2023. Avalon Trust provides investment management services to individuals and families, trusts, non-profits and foundations. | Algemeen Directeur | - |
Eerdere bekende functies van Andy Wallerstein
| Bedrijven | Functie | Einde |
|---|---|---|
Baldwin Brothers LLC
 Baldwin Brothers LLC Investment ManagersFinance Baldwin Brothers LLC is an independent, SEC-registered investment advisor headquartered in Marion, Massachusetts. The firm was founded by Michael Baldwin in 1974 as Baldwin Brothers, Inc. They provide investment supervisory services on both a discretionary and non-discretionary basis to individuals, high net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, business development companies, an investment adviser firm and a variety of business entities. | Portefeuillebeheerder-Aandelen | 31-12-2007 |
The Rhode Island Foundation
 The Rhode Island Foundation Miscellaneous Commercial ServicesCommercial Services The Rhode Island Foundation operates as a community and philanthropic organization. The company was founded by Jesse H. Metcalf in 1916 and is headquartered in Providence, RI. | Corporate Officer/Principal | - |
| The Wolf School | Corporate Officer/Principal | - |
Opleiding van Andy Wallerstein
| Brown University | Undergraduate Degree |
| University of California, Los Angeles | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Baldwin Brothers LLC
Baldwin Brothers LLC Investment ManagersFinance Baldwin Brothers LLC is an independent, SEC-registered investment advisor headquartered in Marion, Massachusetts. The firm was founded by Michael Baldwin in 1974 as Baldwin Brothers, Inc. They provide investment supervisory services on both a discretionary and non-discretionary basis to individuals, high net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, business development companies, an investment adviser firm and a variety of business entities. | Finance |
Avalon Trust Co.
Avalon Trust Co. Investment ManagersFinance Avalon Trust Co. is an independent investment firm headquartered in Santa Fe, New Mexico. The firm was founded in 1998 and was acquired by Clearstead Advisors LLC in 2023. Avalon Trust provides investment management services to individuals and families, trusts, non-profits and foundations. | Finance |
| The Wolf School | |
The Rhode Island Foundation
The Rhode Island Foundation Miscellaneous Commercial ServicesCommercial Services The Rhode Island Foundation operates as a community and philanthropic organization. The company was founded by Jesse H. Metcalf in 1916 and is headquartered in Providence, RI. | Commercial Services |
