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Gary Robert Patterson
Portefeuillebeheerder-Aandelen bij The Bank of New York Mellon Corp. (Wealth Management)
Actieve functies van Gary Robert Patterson
Bedrijven | Functie | Begin | Einde |
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The Bank of New York Mellon Corp. (Wealth Management)
![]() The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Portefeuillebeheerder-Aandelen | 30-04-2016 | - |
Loopbaan van Gary Robert Patterson
Eerdere bekende functies van Gary Robert Patterson
Bedrijven | Functie | Begin | Einde |
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Atherton Lane Advisers LLC
![]() Atherton Lane Advisers LLC Investment ManagersFinance Founded in 2005, Atherton Lane Advisers LLC is a registered investment advisor based in Menlo Park, California. The firm provides wealth management and investment counseling services to their clients. Their clients include individuals, high net worth individuals, family entities, pension and profit sharing plans, trusts, estates, charitable organizations, academic endowments, corporations and other business entities. | Lid van de Investeringscommissie | 06-01-2011 | 30-06-2016 |
Portefeuillebeheerder-Aandelen | 01-04-2013 | 30-06-2016 | |
Sutro & Co., Inc. | Corporate Officer/Principal | 01-01-1983 | - |
Hambrecht & Quist LLC | Corporate Officer/Principal | - | - |
The Portola Group, Inc.
![]() The Portola Group, Inc. Investment ManagersFinance The Portola Group, Inc. (Portola) is an independent wealth management firm headquartered in Saint Helena, California. The firm was founded in 1979 by Robert Fitzwilson. Portola manages individual accounts for high-net worth individuals and families. | Corporate Officer/Principal | - | - |
Statistieken
Internationaal
Verenigde Staten | 6 |
Operationeel
Corporate Officer/Principal | 3 |
Portfolio Manager-Equities | 2 |
Investment Committee Member | 1 |
Sectoraal
Finance | 6 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 5 |
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Atherton Lane Advisers LLC
![]() Atherton Lane Advisers LLC Investment ManagersFinance Founded in 2005, Atherton Lane Advisers LLC is a registered investment advisor based in Menlo Park, California. The firm provides wealth management and investment counseling services to their clients. Their clients include individuals, high net worth individuals, family entities, pension and profit sharing plans, trusts, estates, charitable organizations, academic endowments, corporations and other business entities. | Finance |
The Portola Group, Inc.
![]() The Portola Group, Inc. Investment ManagersFinance The Portola Group, Inc. (Portola) is an independent wealth management firm headquartered in Saint Helena, California. The firm was founded in 1979 by Robert Fitzwilson. Portola manages individual accounts for high-net worth individuals and families. | Finance |
Hambrecht & Quist LLC | Finance |
Sutro & Co., Inc. | Finance |
The Bank of New York Mellon Corp. (Wealth Management)
![]() The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Finance |