Profiel
Mr. William M.
Motley, CFA MBA, is a Founder, Investment Manager, Co-Chief Investment Officer & Shareholder at Foster & Motley, Inc.
Mr. Motley previously worked at the largest bank in central Kentucky, First Security Bank, where he served as a Vice President and Trust Investment Officer for more than six years.
Following that, it was on to Bartlett & Co. in Cincinnati, before the founding of Foster & Motley in1996.
Mr. Motley received his Bachelor of Science degree in Economics and Master of Business Administration (MBA) degree with an emphasis on Finance from the University of Kentucky.
He obtained a Chartered Financial Analyst (CFA) designation in 1988.
Actieve functies van Mark Motley
| Bedrijven | Functie | Begin |
|---|---|---|
Foster & Motley, Inc.
 Foster & Motley, Inc. Investment ManagersFinance Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. | Oprichter | 01-01-1997 |
Eerdere bekende functies van Mark Motley
| Bedrijven | Functie | Einde |
|---|---|---|
Bartlett & Co. LLC
 Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. LLC is a registered investment advisor located in Cincinnati, Ohio. The firm traces its origins to 1898 when Benjamin D. Bartlett purchased a seat on the New York Stock Exchange. Bartlett & Co. became an investment advisory firm in 1946. In 1996, the firm became a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). Bartlett & Co. became independent of Legg Mason through a management buyout in 2012. The firm manages assets for high net-worth individuals and their families, foundations, endowments, corporate and non-profit retirement plans, Taft-Hartley plans and public funds. | Corporate Officer/Principal | - |
| United Bank of The Gulf Coast | Corporate Officer/Principal | - |
Opleiding van Mark Motley
| University of Kentucky | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
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Foster & Motley, Inc.
Foster & Motley, Inc. Investment ManagersFinance Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. | Finance |
| United Bank of The Gulf Coast | Finance |
Bartlett & Co. LLC
Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. LLC is a registered investment advisor located in Cincinnati, Ohio. The firm traces its origins to 1898 when Benjamin D. Bartlett purchased a seat on the New York Stock Exchange. Bartlett & Co. became an investment advisory firm in 1946. In 1996, the firm became a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). Bartlett & Co. became independent of Legg Mason through a management buyout in 2012. The firm manages assets for high net-worth individuals and their families, foundations, endowments, corporate and non-profit retirement plans, Taft-Hartley plans and public funds. | Finance |
