Russell Swift Sims
Directeur van Onderzoek - Eigen Vermogen bij Osborn Williams & Donohoe LLC
Profiel
Mr. Russell S.
Sims, CFA MBA, is Director of Research at Osborn Williams & Donohoe LLC.
He leads the Opportunity Growth Strategy and coordinates the Sector Review Committee.
He has 34 years if investment experience.
NJ
Mr. Sims was previously employed as a Co-Founder & Chief Compliance Officer by RiverPoint Capital Management LLC and a Trader by Merrill Lynch & Co., Inc. He began his career on the floor of the New York Stock Exchange and has experience as a trader, security analyst and portfolio manager.
Mr. Sims holds an economics degree from Lafayette College and an MBA from Xavier University.
Actieve functies van Russell Swift Sims
Bedrijven | Functie | Begin |
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Osborn Williams & Donohoe LLC
Osborn Williams & Donohoe LLC Investment ManagersFinance Osborn, Williams & Donohoe LLC (OWD) is a wealth management firm headquartered in Cincinnati, Ohio. The firm is a subsidiary of HighTower Advisors LLC, ultimately owned by Hightower Holding LLC. The firm was founded in 1901. OWD provides investment advice to a diverse group of investors. Their clients include entrepreneurs, successful businessmen and women, medical professionals, as well as other high-net worth individuals and their families. | Directeur van Onderzoek - Eigen Vermogen | 01-03-2010 |
Eerdere bekende functies van Russell Swift Sims
Bedrijven | Functie | Einde |
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Mariner Wealth Advisors-Cincinnati LLC
Mariner Wealth Advisors-Cincinnati LLC Investment ManagersFinance Founded in 1995 by Declan O'Sullivan and Russell Sims, RiverPoint Capital Management LLC is a registered investment advisor located in Cincinnati, Ohio. RiverPoint Capital Management LLC is owned by RiverPoint Capital Management, Inc., Ryan Brown, Tony Roberts, Pamela Schmitt and Mariner Wealth Advisors LLC. RiverPoint Capital Management, Inc. is owned by Valerie Newell, Leon Loewenstine and Victor Lassandro. Mariner Wealth Advisors LLC is wholly-owned by Mariner Holdings LLC, an independent financial services firm. The Bicknell Family Holding Co. LLC holds a controlling interest in Mariner Holdings and the Bicknell Family Management Company Trust holds a controlling interest in the Bicknell Family Holding Co. RiverPoint Capital Management provides investment advisory services to individuals, foundations, trusts, estates, charitable organizations, pension and profit sharing plans and corporations, but may also provide them on a sub-advisory basis to investment advisers. | Oprichter | 01-03-2010 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
Opleiding van Russell Swift Sims
Lafayette College | Undergraduate Degree |
Xavier University | Masters Business Admin |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
Bedrijven in privébezit | 3 |
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Mariner Wealth Advisors-Cincinnati LLC
Mariner Wealth Advisors-Cincinnati LLC Investment ManagersFinance Founded in 1995 by Declan O'Sullivan and Russell Sims, RiverPoint Capital Management LLC is a registered investment advisor located in Cincinnati, Ohio. RiverPoint Capital Management LLC is owned by RiverPoint Capital Management, Inc., Ryan Brown, Tony Roberts, Pamela Schmitt and Mariner Wealth Advisors LLC. RiverPoint Capital Management, Inc. is owned by Valerie Newell, Leon Loewenstine and Victor Lassandro. Mariner Wealth Advisors LLC is wholly-owned by Mariner Holdings LLC, an independent financial services firm. The Bicknell Family Holding Co. LLC holds a controlling interest in Mariner Holdings and the Bicknell Family Management Company Trust holds a controlling interest in the Bicknell Family Holding Co. RiverPoint Capital Management provides investment advisory services to individuals, foundations, trusts, estates, charitable organizations, pension and profit sharing plans and corporations, but may also provide them on a sub-advisory basis to investment advisers. | Finance |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
Osborn Williams & Donohoe LLC
Osborn Williams & Donohoe LLC Investment ManagersFinance Osborn, Williams & Donohoe LLC (OWD) is a wealth management firm headquartered in Cincinnati, Ohio. The firm is a subsidiary of HighTower Advisors LLC, ultimately owned by Hightower Holding LLC. The firm was founded in 1901. OWD provides investment advice to a diverse group of investors. Their clients include entrepreneurs, successful businessmen and women, medical professionals, as well as other high-net worth individuals and their families. | Finance |