Loopbaan van Mark Kevin Talt
Eerdere bekende functies van Mark Kevin Talt
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
Covington Capital Management
Covington Capital Management Investment ManagersFinance Covington Capital Management (Covington) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2004 by Gary Arakawa, Rebecca Dutka, Kim Wilkinson, Franklin Ulf and Robert Raney. They were acquired by Cerity Partners Equity Holding LLC in 2022. Covington primarily manages portfolios for high-net-worth individuals and families, trusts, retirement accounts (IRAs, corporate pensions and profit-sharing plans), and charitable organizations (foundations and endowments). | Corporate Officer/Principal | 01-10-2007 | 01-09-2009 |
West Oak Capital LLC
West Oak Capital LLC Investment ManagersFinance West Oak Capital LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Eagle, Idaho. The firm was founded as Live Oak Capital LLC by Byron Snider and Lisa Snider in 2003. West Oak Capital provides investment management services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, retirement accounts, corporations and other business entities. Their primary focus is serving affluent families, retirement plans and charitable foundations. | Portefeuillebeheerder-Aandelen | 01-01-2004 | 30-09-2007 |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Corporate Officer/Principal | 01-01-1989 | 31-12-2003 |
Kidder Peabody | Corporate Officer/Principal | - | - |
Opleiding van Mark Kevin Talt
University of Southern California | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 6 |
Operationeel
Corporate Officer/Principal | 3 |
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sectoraal
Finance | 5 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 4 |
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West Oak Capital LLC
West Oak Capital LLC Investment ManagersFinance West Oak Capital LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Eagle, Idaho. The firm was founded as Live Oak Capital LLC by Byron Snider and Lisa Snider in 2003. West Oak Capital provides investment management services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, retirement accounts, corporations and other business entities. Their primary focus is serving affluent families, retirement plans and charitable foundations. | Finance |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
Kidder Peabody | Finance |
Covington Capital Management
Covington Capital Management Investment ManagersFinance Covington Capital Management (Covington) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2004 by Gary Arakawa, Rebecca Dutka, Kim Wilkinson, Franklin Ulf and Robert Raney. They were acquired by Cerity Partners Equity Holding LLC in 2022. Covington primarily manages portfolios for high-net-worth individuals and families, trusts, retirement accounts (IRAs, corporate pensions and profit-sharing plans), and charitable organizations (foundations and endowments). | Finance |
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