Carlton Oldis Savoye
Portefeuillebeheerder-Aandelen bij Peapack-Gladstone Bank (Investment Management)
Actieve functies van Carlton Oldis Savoye
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
Peapack-Gladstone Bank (Investment Management)
Peapack-Gladstone Bank (Investment Management) Investment ManagersFinance Peapack-Gladstone Bank (Investment Management), dba Peapack Private Wealth Management (Peapack Private), is the wealth management division of Peapack-Gladstone Bank, a commercial bank headquartered in Bedminster, New Jersey. The firm was founded in 1921 and is a subsidiary of Peapack-Gladstone Financial Corp. (NASDAQ: PGC). Peapack Private provides comprehensive financial, tax, fiduciary and investment advice to individuals, families, privately-held businesses, family offices, and not-for-profit organizations. | Portefeuillebeheerder-Aandelen | 01-07-2021 | - |
Loopbaan van Carlton Oldis Savoye
Eerdere bekende functies van Carlton Oldis Savoye
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
Princeton Capital Management, Inc.
Princeton Capital Management, Inc. Investment ManagersFinance Founded in 1988 by James Fitzpatrick, Princeton Capital Management, Inc. is an investment advisor firm located in Princeton, New Jersey | Portefeuillebeheerder-Aandelen | 01-01-2007 | 30-09-2011 |
Portfolio Manager-Fixed Income | 01-01-2007 | 28-09-2010 | |
Wachovia Wealth Management
Wachovia Wealth Management Investment ManagersFinance Wachovia Wealth Management is an investment management firm located in Winston-Salem North Carolina with an additional office in New York City. The firm is a division of Wells Fargo & Co. (NYSE: WFC) | Portefeuillebeheerder-Aandelen | - | 30-12-2001 |
PNC Bank, NA (Investment Management)
PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Portefeuillebeheerder-Aandelen | - | 30-12-2001 |
Mellon Private Asset Management | Corporate Officer/Principal | - | - |
The Glenmede Trust Co., NA
The Glenmede Trust Co., NA Investment ManagersFinance The Glenmede Trust Co. NA provides investment trust services. Its services include wealth management, investment management, tax services and planning, fiduciary services, charitable and retirement planning, portfolio management, asset allocation, and fiduciary tax returns. The company was founded by Joseph N. Anderson Pew and Mary Anderson Pew in 1956 and is headquartered in Philadelphia, PA. | Corporate Officer/Principal | - | - |
Davidson Capital Management, Inc.
Davidson Capital Management, Inc. Investment ManagersFinance Davidson Capital Management, Inc. (DCM) is an independent, SEC-registered investment advisor headquartered in Corpus Christi Texas. The firm was founded by John Davidson in 1989. DCM provides investment management and retirement planning for individuals, businesses and endowments. | Portefeuillebeheerder-Aandelen | - | - |
Princeton Portfolio Strategies Group LLC
Princeton Portfolio Strategies Group LLC Investment ManagersFinance Princeton Portfolio Strategies Group LLC (PPSG) is an investment advisory firm headquartered in Princeton, New Jersey. The firm was founded by Robert Hoffman in 2011 and is a subsidiary of Peapack-Gladstone Financial Corp. PPSG provides wealth and portfolio management services to individuals and families, trusts and estates, charitable organizations, qualified retirement plans, other business entities, and family offices and other wealth advisers. | Analyst-Equity | 01-01-2011 | - |
Oprichter | 01-01-2011 | - | |
Portefeuillebeheerder-Aandelen | 01-01-2011 | - |
Opleiding van Carlton Oldis Savoye
New York University | Masters Business Admin |
San Francisco State University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 11 |
Operationeel
Portfolio Manager-Equities | 6 |
Corporate Officer/Principal | 2 |
Portfolio Manager-Fixed Income | 1 |
Sectoraal
Finance | 8 |
Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 8 |
---|---|
PNC Bank, NA (Investment Management)
PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Finance |
Princeton Capital Management, Inc.
Princeton Capital Management, Inc. Investment ManagersFinance Founded in 1988 by James Fitzpatrick, Princeton Capital Management, Inc. is an investment advisor firm located in Princeton, New Jersey | Finance |
Peapack-Gladstone Bank (Investment Management)
Peapack-Gladstone Bank (Investment Management) Investment ManagersFinance Peapack-Gladstone Bank (Investment Management), dba Peapack Private Wealth Management (Peapack Private), is the wealth management division of Peapack-Gladstone Bank, a commercial bank headquartered in Bedminster, New Jersey. The firm was founded in 1921 and is a subsidiary of Peapack-Gladstone Financial Corp. (NASDAQ: PGC). Peapack Private provides comprehensive financial, tax, fiduciary and investment advice to individuals, families, privately-held businesses, family offices, and not-for-profit organizations. | Finance |
Wachovia Wealth Management
Wachovia Wealth Management Investment ManagersFinance Wachovia Wealth Management is an investment management firm located in Winston-Salem North Carolina with an additional office in New York City. The firm is a division of Wells Fargo & Co. (NYSE: WFC) | Finance |
The Glenmede Trust Co., NA
The Glenmede Trust Co., NA Investment ManagersFinance The Glenmede Trust Co. NA provides investment trust services. Its services include wealth management, investment management, tax services and planning, fiduciary services, charitable and retirement planning, portfolio management, asset allocation, and fiduciary tax returns. The company was founded by Joseph N. Anderson Pew and Mary Anderson Pew in 1956 and is headquartered in Philadelphia, PA. | Finance |
Davidson Capital Management, Inc.
Davidson Capital Management, Inc. Investment ManagersFinance Davidson Capital Management, Inc. (DCM) is an independent, SEC-registered investment advisor headquartered in Corpus Christi Texas. The firm was founded by John Davidson in 1989. DCM provides investment management and retirement planning for individuals, businesses and endowments. | Finance |
Mellon Private Asset Management | |
Princeton Portfolio Strategies Group LLC
Princeton Portfolio Strategies Group LLC Investment ManagersFinance Princeton Portfolio Strategies Group LLC (PPSG) is an investment advisory firm headquartered in Princeton, New Jersey. The firm was founded by Robert Hoffman in 2011 and is a subsidiary of Peapack-Gladstone Financial Corp. PPSG provides wealth and portfolio management services to individuals and families, trusts and estates, charitable organizations, qualified retirement plans, other business entities, and family offices and other wealth advisers. | Finance |