![Alex Phillips](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Karriereverlauf von Alex Phillips
Ehemalige bekannte Positionen von Alex Phillips
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Oakwood Capital Management LLC (California)
![]() Oakwood Capital Management LLC (California) Investment ManagersFinance Oakwood Capital Management LLC (Oakwood) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1998 and is a subsidiary of Wealth Enhancement Group LLC, which is owned by WEG Holdings LLC. Oakwood provides discretionary investment management services to individuals, high net-worth individuals, trusts, estates, charitable organizations, banks, corporations, IRA accounts, 401(k) plans, pension and profit-sharing plans, foundations, endowments, municipalities, and trusts. | Analyst-Equity | 01.01.2016 | 08.07.2021 |
Mitglied des Investmentausschusses | 01.01.2016 | 08.07.2021 | |
Croft-Leominster, Inc.
![]() Croft-Leominster, Inc. Investment ManagersFinance Founded by Kent Croft and Gordon Croft in 1989, Croft Leominster, Inc. is a registered investment advisor located in Baltimore, Maryland. The firm manages assets for high net-worth individuals, foundations, endowments, pension and profit sharing plans, 401 Ks and traditional and Roth IRAs | Analyst-Equity | 28.09.2010 | - |
Ausbildung von Alex Phillips
Washington & Lee University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 4 |
Operativ
Analyst-Equity | 2 |
Investment Committee Member | 1 |
Undergraduate Degree | 1 |
Sektoral
Finance | 3 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
---|---|
Croft-Leominster, Inc.
![]() Croft-Leominster, Inc. Investment ManagersFinance Founded by Kent Croft and Gordon Croft in 1989, Croft Leominster, Inc. is a registered investment advisor located in Baltimore, Maryland. The firm manages assets for high net-worth individuals, foundations, endowments, pension and profit sharing plans, 401 Ks and traditional and Roth IRAs | Finance |
Oakwood Capital Management LLC (California)
![]() Oakwood Capital Management LLC (California) Investment ManagersFinance Oakwood Capital Management LLC (Oakwood) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1998 and is a subsidiary of Wealth Enhancement Group LLC, which is owned by WEG Holdings LLC. Oakwood provides discretionary investment management services to individuals, high net-worth individuals, trusts, estates, charitable organizations, banks, corporations, IRA accounts, 401(k) plans, pension and profit-sharing plans, foundations, endowments, municipalities, and trusts. | Finance |
- Börse
- Insiders
- Alex Phillips
- Erfahrung