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Actieve functies van Barclay D. Nelson
Bedrijven | Functie | Begin | Einde |
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Birch Capital Management LLC
![]() Birch Capital Management LLC Investment ManagersFinance Birch Capital Management LLC (Birch) is an independent registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was founded by Barclay D. Nelson in 2010. Birch provides tailored wealth and investment management services to individuals, trusts, and foundations. | Algemeen Directeur | 01-01-2010 | - |
Compliance Officer | 01-01-2010 | - | |
Oprichter | 01-01-2010 | - | |
Portefeuillebeheerder-Aandelen | 01-01-2010 | - |
Loopbaan van Barclay D. Nelson
Eerdere bekende functies van Barclay D. Nelson
Bedrijven | Functie | Begin | Einde |
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Wells Fargo Advisors Financial Network LLC
![]() Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Analyst-Equity | 01-04-2000 | 01-05-2002 |
Boatmen's Trust Co. (Missouri) | Corporate Officer/Principal | 01-03-1993 | 01-12-1995 |
Statistieken
Internationaal
Verenigde Staten | 4 |
Operationeel
Chief Executive Officer | 1 |
Compliance Officer | 1 |
Founder | 1 |
Sectoraal
Finance | 4 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 3 |
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Birch Capital Management LLC
![]() Birch Capital Management LLC Investment ManagersFinance Birch Capital Management LLC (Birch) is an independent registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was founded by Barclay D. Nelson in 2010. Birch provides tailored wealth and investment management services to individuals, trusts, and foundations. | Finance |
Boatmen's Trust Co. (Missouri) | Finance |
Wells Fargo Advisors Financial Network LLC
![]() Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Finance |
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