Michael Thomas Whitney
Directeur van Onderzoek - Eigen Vermogen bij NBW Capital LLC
Profiel
Mr. Michael T.
Whitney, CFA MBA, is Director of Research & Partner at NBW Capital LLC.
He is a portfolio manager and has concentrated on investment research for over 30 years of financial career.
Prior to joining NBW Capital in 2004, Mr. Whitney was previously employed at Investors Bank & Trust Co. where he was a senior financial analyst in corporate strategy.
He previously worked as a sell-side research analyst at Tucker Anthony Capital Markets and Advest, Inc. He also spent time in two large financial institutions engaged in fund accounting, business analysis and portfolio administration.
He was also a Research Analyst by Investrend, Inc.
He graduated from North Adams State College in 1989 with a BA in History and from Boston University in 1995 with an MBA, concentrating in finance.
He achieved his Chartered Financial Analyst designation in 1999.
Actieve functies van Michael Thomas Whitney
| Bedrijven | Functie | Begin |
|---|---|---|
NBW Capital LLC
 NBW Capital LLC Investment ManagersFinance NBW Capital LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Hugh Taylor in 1991 doing business as Taylor Investment Associates. In January 2008, Taylor Investment Associates changed its legal business name to Taylor Investment Counselors and, in October 2014, Taylor Investment Counselors changed its legal business name to NBW Capital LLC. NBW Capital provides investment advisory services to individuals, families, trusts, estates and institutions such as, but not limited to, corporations, ERISA plans and non-for-profit organizations. | Directeur van Onderzoek - Eigen Vermogen | 01-01-2004 |
Eerdere bekende functies van Michael Thomas Whitney
| Bedrijven | Functie | Einde |
|---|---|---|
Tucker Anthony Sutro Capital Co.
 Tucker Anthony Sutro Capital Co. Investment Banks/BrokersFinance Tucker Anthony Sutro Capital Co. is an investment banking and brokerage firm. The company is based in Denver, CO. | Corporate Officer/Principal | - |
| Advest, Inc. | Analyst-Equity | - |
Investors Bank & Trust Co.
 Investors Bank & Trust Co. Regional BanksFinance Investors Bank & Trust Co. provides financial services. It processes securities for mutual funds, investment advisors, banks, insurance companies and other asset managers. It has offices in the US, Canada, Ireland and the Cayman Islands. Investors Bank & Trust was founded in 1969 and is located in Boston, MA | Corporate Officer/Principal | - |
Investrend, Inc.
 Investrend, Inc. Investment Banks/BrokersFinance Founded in 1996, Investrend, Inc. is a research firm headquartered in Forest Hills, New York. The firm specializes in an integrated, interdependent approach, pulling together research, broadcast, forums and information platforms as needed to create a cohesive platform to enhance events, conferences, research, publications and information distributions worldwide with services skewed toward shareholder empowerment. | Corporate Officer/Principal | - |
Opleiding van Michael Thomas Whitney
| Boston University | Masters Business Admin |
| Massachusetts College of Liberal Arts | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
| Advest, Inc. | Finance |
Investrend, Inc.
Investrend, Inc. Investment Banks/BrokersFinance Founded in 1996, Investrend, Inc. is a research firm headquartered in Forest Hills, New York. The firm specializes in an integrated, interdependent approach, pulling together research, broadcast, forums and information platforms as needed to create a cohesive platform to enhance events, conferences, research, publications and information distributions worldwide with services skewed toward shareholder empowerment. | Finance |
Investors Bank & Trust Co.
Investors Bank & Trust Co. Regional BanksFinance Investors Bank & Trust Co. provides financial services. It processes securities for mutual funds, investment advisors, banks, insurance companies and other asset managers. It has offices in the US, Canada, Ireland and the Cayman Islands. Investors Bank & Trust was founded in 1969 and is located in Boston, MA | Finance |
NBW Capital LLC
NBW Capital LLC Investment ManagersFinance NBW Capital LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Hugh Taylor in 1991 doing business as Taylor Investment Associates. In January 2008, Taylor Investment Associates changed its legal business name to Taylor Investment Counselors and, in October 2014, Taylor Investment Counselors changed its legal business name to NBW Capital LLC. NBW Capital provides investment advisory services to individuals, families, trusts, estates and institutions such as, but not limited to, corporations, ERISA plans and non-for-profit organizations. | Finance |
Tucker Anthony Sutro Capital Co.
Tucker Anthony Sutro Capital Co. Investment Banks/BrokersFinance Tucker Anthony Sutro Capital Co. is an investment banking and brokerage firm. The company is based in Denver, CO. | Finance |
