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Loopbaan van Sara Dixon Boyd
Eerdere bekende functies van Sara Dixon Boyd
Bedrijven | Functie | Begin | Einde |
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CoBiz Wealth LLC
![]() CoBiz Wealth LLC Investment ManagersFinance Founded in 2010 as the result of the merger between Wagner Investment Management and Alexander Capital Management Group, CoBiz Investment Wealth Management LLC is a registered investment advisor located in Denver, Colorado. The firm is a subsidiary of Denver-based CoBiz Financial, Inc. (NasdaqGS: COBZ), a multi-billion dollar financial services firm that provides financial services to businesses, business owners and professionals in Colorado and Arizona. CoBiz Financial provides commercial banking services through Colorado Business Bank and Arizona Business Bank. They provide trust services through CoBiz Trust and property and casualty insurance brokerage and employee benefit services through CoBiz Insurance. Investment banking services are provided through Green Manning & Bunch and executive benefits consulting and wealth transfer services are provided through Financial Designs Ltd. CoBiz Investment Management's clients include business owners and their key executives, high net-worth individuals, endowments and foundations. | Lid van de Investeringscommissie | 02-11-2010 | 01-12-2015 |
Portefeuillebeheerder-Aandelen | 01-07-2010 | 01-12-2015 | |
Wagner Investment Management, Inc.
![]() Wagner Investment Management, Inc. Investment ManagersFinance Founded by Judith Wagner in 1975, Wagner Investment Management, Inc. is a registered investment advisor located in Denver, Colorado. In 2007, the firm merged with Alexander Capital Management. They are a subsidiary of CoBiz Wealth Management and their ultimate parent is CoBiz Financial, Inc. (NasdaqGS: COBZ). Wagner Investment Management provides investment management services for high net-worth individuals and families, foundations and non-profit organizations. In addition to more traditional wealth management solutions, the firm also offers specialized services such as transition management, philanthropic planning, trust and estate administration through their affiliate CoBiz Trust. Wagner Investment Management offers private banking through their affiliate banks, Colorado Business Bank and Arizona Business Bank. Through their parent company, CoBiz Financial, they firm offers access to a range of banking, insurance and financial services. | Analyst-Equity | 01-01-1996 | 30-06-2010 |
Lid van de Investeringscommissie | 01-01-1996 | 30-06-2010 | |
Portefeuillebeheerder-Aandelen | 01-01-1996 | 30-06-2010 | |
HighWater Wealth Management LLC
![]() HighWater Wealth Management LLC Investment ManagersFinance HighWater Wealth Management LLC provides investment advice. The private company is based in Glendale, CO. The company was founded in 2011 by George Dickson Griswold. George Dickson Griswold has been the CEO since 2011. | Portefeuillebeheerder-Aandelen | 01-01-2016 | - |
Wells Fargo Bank West, NA (Denver, Colorado)
![]() Wells Fargo Bank West, NA (Denver, Colorado) Major BanksFinance Headquartered in Denver, Colorado, Wells Fargo Bank West is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services | Corporate Officer/Principal | - | - |
TCF National Bank (Investment Management)
![]() TCF National Bank (Investment Management) Investment ManagersFinance TCF National Bank (Investment Management) (TCF-IM) is the investment management division of TCF National Bank, a banking company headquartered in Midland, Michigan. Formerly known as Chemical Bank, the firm is a subsidiary of TCF Financial Corp., which is owned by Huntington Bancshares, Inc. (NASDAQ: HBAN). TCF-IM manages portfolios for individuals and institutions. | Corporate Officer/Principal | - | - |
Prudential Securities | Corporate Officer/Principal | - | - |
Opleiding van Sara Dixon Boyd
Rensselaer Polytechnic Institute | Masters Business Admin |
University of Arizona | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 9 |
Operationeel
Portfolio Manager-Equities | 3 |
Corporate Officer/Principal | 3 |
Investment Committee Member | 2 |
Sectoraal
Finance | 7 |
Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 6 |
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TCF National Bank (Investment Management)
![]() TCF National Bank (Investment Management) Investment ManagersFinance TCF National Bank (Investment Management) (TCF-IM) is the investment management division of TCF National Bank, a banking company headquartered in Midland, Michigan. Formerly known as Chemical Bank, the firm is a subsidiary of TCF Financial Corp., which is owned by Huntington Bancshares, Inc. (NASDAQ: HBAN). TCF-IM manages portfolios for individuals and institutions. | Finance |
Prudential Securities | Finance |
Wagner Investment Management, Inc.
![]() Wagner Investment Management, Inc. Investment ManagersFinance Founded by Judith Wagner in 1975, Wagner Investment Management, Inc. is a registered investment advisor located in Denver, Colorado. In 2007, the firm merged with Alexander Capital Management. They are a subsidiary of CoBiz Wealth Management and their ultimate parent is CoBiz Financial, Inc. (NasdaqGS: COBZ). Wagner Investment Management provides investment management services for high net-worth individuals and families, foundations and non-profit organizations. In addition to more traditional wealth management solutions, the firm also offers specialized services such as transition management, philanthropic planning, trust and estate administration through their affiliate CoBiz Trust. Wagner Investment Management offers private banking through their affiliate banks, Colorado Business Bank and Arizona Business Bank. Through their parent company, CoBiz Financial, they firm offers access to a range of banking, insurance and financial services. | Finance |
Wells Fargo Bank West, NA (Denver, Colorado)
![]() Wells Fargo Bank West, NA (Denver, Colorado) Major BanksFinance Headquartered in Denver, Colorado, Wells Fargo Bank West is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services | Finance |
CoBiz Wealth LLC
![]() CoBiz Wealth LLC Investment ManagersFinance Founded in 2010 as the result of the merger between Wagner Investment Management and Alexander Capital Management Group, CoBiz Investment Wealth Management LLC is a registered investment advisor located in Denver, Colorado. The firm is a subsidiary of Denver-based CoBiz Financial, Inc. (NasdaqGS: COBZ), a multi-billion dollar financial services firm that provides financial services to businesses, business owners and professionals in Colorado and Arizona. CoBiz Financial provides commercial banking services through Colorado Business Bank and Arizona Business Bank. They provide trust services through CoBiz Trust and property and casualty insurance brokerage and employee benefit services through CoBiz Insurance. Investment banking services are provided through Green Manning & Bunch and executive benefits consulting and wealth transfer services are provided through Financial Designs Ltd. CoBiz Investment Management's clients include business owners and their key executives, high net-worth individuals, endowments and foundations. | Finance |
HighWater Wealth Management LLC
![]() HighWater Wealth Management LLC Investment ManagersFinance HighWater Wealth Management LLC provides investment advice. The private company is based in Glendale, CO. The company was founded in 2011 by George Dickson Griswold. George Dickson Griswold has been the CEO since 2011. | Finance |
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