![Gregory Walter Halter](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profiel
Gregory Walter Halter worked as a Senior Equity Portfolio Manager at Homestead Advisers Corp.
from 2015 to 2017.
He was also a Research Analyst at Soleil Securities Corp.
Additionally, he worked as a Bank Examiner at the Federal Reserve Bank of Cleveland from 1988 to 1995 and as a Vice President at Premier Bank & Trust, NA.
He also worked as an Analyst at Great Lakes Review.
Halter received his undergraduate degree from Cleveland State University in 1985.
Eerdere bekende functies van Gregory Walter Halter
Bedrijven | Functie | Einde |
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Homestead Advisers Corp.
![]() Homestead Advisers Corp. Investment ManagersFinance Homestead Advisers Corp. is a SEC-registered investment adviser headquartered in Arlington, Virginia. It was founded in 1990 as RE Advisers Corp. and became Homestead Advisers Corp. in 2022. The firm is a direct, wholly-owned subsidiary of Homestead Financial Services Corp. (formerly RE Investment Corp.), which is a direct, wholly-owned subsidiary of NRECA United, Inc., a holding company of the National Rural Electric Cooperative Association (NRECA). Homestead Advisers provides investment supervisory services to investment companies, employee benefit plans, pension and profit-sharing plans, corporations and other business entities. They also provide retirement planning services to individuals that participate in NRECA’s sponsored 401(k) Pension Plan or Retirement Security Plan. | Portefeuillebeheerder-Aandelen | 01-02-2017 |
Soleil Securities Corp.
![]() Soleil Securities Corp. Investment Banks/BrokersFinance Founded in 2003, Soleil Securities Corp. is a broker/dealer headquartered in New York City. The firm is a subsidiary of Ticonderoga Securities LLC and their ultimate parent is Cayman Islands-based GEROVA Financial Group Ltd. (NYSE: GFC). Soleil Securities Corp. is a member of FINRA and the SIPC. The firm offers in-depth company-specific equity research to institutional clients. They provide coverage across a variety of significant growth sectors of the economy. Soleil Securities Corp.'s research process integrates macroeconomic considerations with investment-relevant policy insights. They seek to produce alpha-generating, actionable information that can help their clients achieve their investment objectives. The firm covers the following industries: (1) basic materials including agricultural chemicals, specialty chemicals and paper/forest products (2) capital goods and industrials including autos and auto parts (3) consumer including gaming, lodging, eTravel, agribusiness, sustainable agriculture, specialty foods, specialty retail, homebuilders and retailing/automotive (4) financial institutions including financial services, property and casualty and regional banks (5) healthcare including pharmaceuticals, medical technology, biotechnology and medical devices (6) special situations (7) strategy and policy (8) technology including software/Internet, semiconductors and solar power (9) telecommunications and telecommunications equipment (10) transportation (11) airlines and (12) utilities | Analyst-Equity | 05-04-2011 |
Federal Reserve Bank of Cleveland | Corporate Officer/Principal | 01-01-1995 |
Premier Bank & Trust, NA (North Canton, Ohio)
![]() Premier Bank & Trust, NA (North Canton, Ohio) Major BanksFinance Premier Bank & Trust, NA focuses on national commercial banks. It offers all the products of a larger bank, including trust, private banking, retirement services, wealth management and investment brokerage services. The company was founded by Rick L. Hull and Denise Penz in February 2010 and is headquartered in North Canton, OH. | Corporate Officer/Principal | - |
Great Lakes Review
![]() Great Lakes Review Investment ManagersFinance Founded in 1982 by Elliot Schlang, Great Lakes Review is an investment research firm located in Cleveland, Ohio. The firm is a division of Wellington Shields & Co. LLC and their ultimate parent is Wellington Shields Holdings LLC. Great Lakes Review provides company analysis and rating services to institutional clients including asset managers, broker/dealers, corporations, financial intermediaries, hedge funds and plan sponsors. Their products include thematics, statistics, individual company reports, company-specific news updates, weekly updates and periodic telephone updates. The firm maintains a buy list that is generally comprised of about 30 mid-cap companies located in the Midwestern region of the US. Great Lakes Review seeks to identify companies with true specialty niches, significant competitive advantages, above-average returns on both sales and equity, self-funding balance sheets with little debt, substantial inside ownership, few institutional shareholders, domestic orientations, constructive labor relations and reasonable price-to-earnings ratios. | Analyst-Equity | - |
Opleiding van Gregory Walter Halter
Cleveland State University | Undergraduate Degree |
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Bedrijven in privébezit | 5 |
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Homestead Advisers Corp.
![]() Homestead Advisers Corp. Investment ManagersFinance Homestead Advisers Corp. is a SEC-registered investment adviser headquartered in Arlington, Virginia. It was founded in 1990 as RE Advisers Corp. and became Homestead Advisers Corp. in 2022. The firm is a direct, wholly-owned subsidiary of Homestead Financial Services Corp. (formerly RE Investment Corp.), which is a direct, wholly-owned subsidiary of NRECA United, Inc., a holding company of the National Rural Electric Cooperative Association (NRECA). Homestead Advisers provides investment supervisory services to investment companies, employee benefit plans, pension and profit-sharing plans, corporations and other business entities. They also provide retirement planning services to individuals that participate in NRECA’s sponsored 401(k) Pension Plan or Retirement Security Plan. | Finance |
Soleil Securities Corp.
![]() Soleil Securities Corp. Investment Banks/BrokersFinance Founded in 2003, Soleil Securities Corp. is a broker/dealer headquartered in New York City. The firm is a subsidiary of Ticonderoga Securities LLC and their ultimate parent is Cayman Islands-based GEROVA Financial Group Ltd. (NYSE: GFC). Soleil Securities Corp. is a member of FINRA and the SIPC. The firm offers in-depth company-specific equity research to institutional clients. They provide coverage across a variety of significant growth sectors of the economy. Soleil Securities Corp.'s research process integrates macroeconomic considerations with investment-relevant policy insights. They seek to produce alpha-generating, actionable information that can help their clients achieve their investment objectives. The firm covers the following industries: (1) basic materials including agricultural chemicals, specialty chemicals and paper/forest products (2) capital goods and industrials including autos and auto parts (3) consumer including gaming, lodging, eTravel, agribusiness, sustainable agriculture, specialty foods, specialty retail, homebuilders and retailing/automotive (4) financial institutions including financial services, property and casualty and regional banks (5) healthcare including pharmaceuticals, medical technology, biotechnology and medical devices (6) special situations (7) strategy and policy (8) technology including software/Internet, semiconductors and solar power (9) telecommunications and telecommunications equipment (10) transportation (11) airlines and (12) utilities | Finance |
Federal Reserve Bank of Cleveland | Government |
Premier Bank & Trust, NA (North Canton, Ohio)
![]() Premier Bank & Trust, NA (North Canton, Ohio) Major BanksFinance Premier Bank & Trust, NA focuses on national commercial banks. It offers all the products of a larger bank, including trust, private banking, retirement services, wealth management and investment brokerage services. The company was founded by Rick L. Hull and Denise Penz in February 2010 and is headquartered in North Canton, OH. | Finance |
Great Lakes Review
![]() Great Lakes Review Investment ManagersFinance Founded in 1982 by Elliot Schlang, Great Lakes Review is an investment research firm located in Cleveland, Ohio. The firm is a division of Wellington Shields & Co. LLC and their ultimate parent is Wellington Shields Holdings LLC. Great Lakes Review provides company analysis and rating services to institutional clients including asset managers, broker/dealers, corporations, financial intermediaries, hedge funds and plan sponsors. Their products include thematics, statistics, individual company reports, company-specific news updates, weekly updates and periodic telephone updates. The firm maintains a buy list that is generally comprised of about 30 mid-cap companies located in the Midwestern region of the US. Great Lakes Review seeks to identify companies with true specialty niches, significant competitive advantages, above-average returns on both sales and equity, self-funding balance sheets with little debt, substantial inside ownership, few institutional shareholders, domestic orientations, constructive labor relations and reasonable price-to-earnings ratios. | Finance |