Bob Willen
Portefeuillebeheerder-Aandelen bij WBH Advisory, Inc.
Actieve functies van Bob Willen
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
WBH Advisory, Inc.
 WBH Advisory, Inc. Investment ManagersFinance WBH Advisory, Inc. is an independent registered investment advisory firm headquartered in Baltimore, Maryland. The firm was founded in 1986 as Wagner Bowman Management Corp. and changed its name in 2017 when ownership was transferred from founder Daniel E. Wagner to long-time investment professional and chief compliance officer Marc J. Hertzberg. WBH Advisory provides investment advice to individuals, trusts, retirement plans, non-profit and charitable organizations, corporations, partnerships, and LLCs. | Portefeuillebeheerder-Aandelen | 01-01-2000 | - |
Loopbaan van Bob Willen
Eerdere bekende functies van Bob Willen
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
Wagner Capital Management Corp.
 Wagner Capital Management Corp. Investment ManagersFinance Wagner Capital Management Corp. is a registered investment advisor that specializes in investment, tax, retirement and estate planning. The firm is located in Baltimore. | Portefeuillebeheerder-Aandelen | - | 31-12-2008 |
| Portfolio Manager-Fixed Income | - | 31-12-2008 |
Opleiding van Bob Willen
| Tufts University | Undergraduate Degree |
| Robert H. Smith School of Business | Masters Business Admin |
Statistieken
Internationaal
| Verenigde Staten | 5 |
Operationeel
| Portfolio Manager-Equities | 2 |
| Portfolio Manager-Fixed Income | 1 |
| Masters Business Admin | 1 |
Sectoraal
| Finance | 3 |
| Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Wagner Capital Management Corp.
Wagner Capital Management Corp. Investment ManagersFinance Wagner Capital Management Corp. is a registered investment advisor that specializes in investment, tax, retirement and estate planning. The firm is located in Baltimore. | Finance |
WBH Advisory, Inc.
WBH Advisory, Inc. Investment ManagersFinance WBH Advisory, Inc. is an independent registered investment advisory firm headquartered in Baltimore, Maryland. The firm was founded in 1986 as Wagner Bowman Management Corp. and changed its name in 2017 when ownership was transferred from founder Daniel E. Wagner to long-time investment professional and chief compliance officer Marc J. Hertzberg. WBH Advisory provides investment advice to individuals, trusts, retirement plans, non-profit and charitable organizations, corporations, partnerships, and LLCs. | Finance |
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