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Dudley Cunningham
Analyst-Equity bij SVB Wealth LLC
Actieve functies van Dudley Cunningham
Bedrijven | Functie | Begin | Einde |
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SVB Wealth LLC
![]() SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Analyst-Equity | 01-10-2014 | - |
Portefeuillebeheerder-Aandelen | 01-10-2014 | - |
Loopbaan van Dudley Cunningham
Eerdere bekende functies van Dudley Cunningham
Bedrijven | Functie | Begin | Einde |
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Boston Private Bank & Trust Co.
![]() Boston Private Bank & Trust Co. Regional BanksFinance Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA. | Corporate Officer/Principal | 01-07-1995 | 02-10-2014 |
Cunningham Henderson & Papin, Inc.
![]() Cunningham Henderson & Papin, Inc. Investment Trusts/Mutual FundsMiscellaneous Part of SVB Financial Group, Cunningham Henderson & Papin, Inc. is an investment management company. The company is based in Burlington, MA. The company was founded by Ron Holstein Henderson. Cunningham Henderson & Papin was acquired by Boston Private Bank & Trust Co. on August 02, 1995 for $4 million. | Corporate Officer/Principal | 01-01-1969 | - |
Opleiding van Dudley Cunningham
The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 5 |
Operationeel
Corporate Officer/Principal | 2 |
Undergraduate Degree | 1 |
Analyst-Equity | 1 |
Sectoraal
Finance | 3 |
Miscellaneous | 2 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 3 |
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Boston Private Bank & Trust Co.
![]() Boston Private Bank & Trust Co. Regional BanksFinance Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA. | Finance |
Cunningham Henderson & Papin, Inc.
![]() Cunningham Henderson & Papin, Inc. Investment Trusts/Mutual FundsMiscellaneous Part of SVB Financial Group, Cunningham Henderson & Papin, Inc. is an investment management company. The company is based in Burlington, MA. The company was founded by Ron Holstein Henderson. Cunningham Henderson & Papin was acquired by Boston Private Bank & Trust Co. on August 02, 1995 for $4 million. | Miscellaneous |
SVB Wealth LLC
![]() SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Finance |
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