Brad Swinsburg
Chief Investment Officer bij Smith & Howard Wealth Management LLC
Actieve functies van Brad Swinsburg
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
Smith & Howard Wealth Management LLC
Smith & Howard Wealth Management LLC Investment ManagersFinance Smith & Howard Wealth Management LLC (SHWM) is a registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Frederick S. Wright IV in 1999 and is a subsidiary of Smith & Howard Holding LLC. SHWM provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, corporations and charitable organizations. | Chief Investment Officer | 01-08-2019 | - |
Portefeuillebeheerder-Aandelen | 01-08-2016 | - | |
Hoofd van Private Banking | 01-08-2019 | - | |
Director of Investments | 01-08-2016 | 01-08-2019 |
Loopbaan van Brad Swinsburg
Eerdere bekende functies van Brad Swinsburg
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Corporate Officer/Principal | - | - |
Hirtle, Callaghan & Co. LLC
Hirtle, Callaghan & Co. LLC Investment ManagersFinance Hirtle, Callaghan & Co. LLC (HCC) is a SEC-registered investment advisor and holding firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Jonathan Hirtle and Donald Callaghan in 1988. HCC provides investment advisory services to individuals, trusts, pension plans, endowments, foundations, and other similar institutions. They also provide services to the private funds and HC Capital Trust. | Corporate Officer/Principal | - | - |
Statistieken
Internationaal
Verenigde Staten | 4 |
Operationeel
Corporate Officer/Principal | 2 |
Chief Investment Officer | 1 |
Director of Investments | 1 |
Sectoraal
Finance | 4 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 3 |
---|---|
Smith & Howard Wealth Management LLC
Smith & Howard Wealth Management LLC Investment ManagersFinance Smith & Howard Wealth Management LLC (SHWM) is a registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Frederick S. Wright IV in 1999 and is a subsidiary of Smith & Howard Holding LLC. SHWM provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, corporations and charitable organizations. | Finance |
Hirtle, Callaghan & Co. LLC
Hirtle, Callaghan & Co. LLC Investment ManagersFinance Hirtle, Callaghan & Co. LLC (HCC) is a SEC-registered investment advisor and holding firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Jonathan Hirtle and Donald Callaghan in 1988. HCC provides investment advisory services to individuals, trusts, pension plans, endowments, foundations, and other similar institutions. They also provide services to the private funds and HC Capital Trust. | Finance |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Finance |
- Beurs
- Insiders
- Brad Swinsburg
- Ervaring