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Profil
Mr. William K.
Dugdale is a Chief Investment Officer & Managing Partner at Montchanin Asset Management LLC.
Mr. Dugdale was previously employed as a Portfolio Manager & Senior Investment Advisor by Bell Rock Capital LLC, a Managing Director by Edgewood Management LLC, and a Director & Senior Vice President by Jennison Associates LLC.
He also served on the board at Sound Health Solutions, Inc.
He received his undergraduate degree from the University of Delaware.
Aktive Positionen von Bill Dugdale
Unternehmen | Position | Beginn |
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Montchanin Asset Management LLC
![]() Montchanin Asset Management LLC Investment ManagersFinance Montchanin Asset Management LLC (Montchanin AM) is an independent wealth management firm headquartered in Montchanin, Delaware. The firm was founded by William “Bill” Dugdale in 1998. Montchanin AM provides investment advice to private clients. | Gründer | 31.12.1998 |
Ehemalige bekannte Positionen von Bill Dugdale
Unternehmen | Position | Ende |
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Bell Rock Capital LLC
![]() Bell Rock Capital LLC Investment ManagersFinance Bell Rock Capital LLC (Bell Rock) is a SEC-registered investment advisor headquartered in Rehoboth Beach, Delaware. The firm was founded by Cassandra Toroian in 2006. They are a subsidiary of Bryn Mawr Capital Management LLC, which is owned by WSFS Financial Corp. (NASDAQ: WSFS). Bell Rock offers a variety of advisory services customized to the needs of individuals, high net worth individuals, retirement plans, trusts, estates, foundations, charitable organizations, and corporations. | Portfolio Manager-Aktien | - |
Edgewood Management LLC
![]() Edgewood Management LLC Investment ManagersFinance Edgewood Management LLC (Edgewood) is a SEC-registered investment advisor headquartered in Greenwich, Connecticut. They are principally owned by Edgewood Management Co. I, Inc. The firm was founded in 1974 as a family office that provides asset management services to family groups and substantial net worth individuals. Edgewood currently manages assets on behalf of individuals, family groups and institutions including endowments, foundations and pension plans. | Corporate Officer/Principal | - |
IVOW INC | Direktor/Vorstandsmitglied | - |
Jennison Associates LLC
![]() Jennison Associates LLC Investment ManagersFinance Jennison Associates LLC is a SEC-registered investment advisor and mutual fund manager which was founded in 1969 by Spiros Segalas and six colleagues. The firm was acquired by The Prudential Insurance Company of America (PICA) in 1985. They are a subsidiary of PGIM, Inc., ultimately held by Prudential Financial, Inc. (NYSE: PRU). Headquartered in New York City, Jennison Associates manages equity, fixed income, and custom solutions portfolios in a range of styles, geographies and market capitalizations for various clients. | Direktor/Vorstandsmitglied | - |
Ausbildung von Bill Dugdale
University of Delaware | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Private Unternehmen
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Private Unternehmen | 5 |
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Jennison Associates LLC
![]() Jennison Associates LLC Investment ManagersFinance Jennison Associates LLC is a SEC-registered investment advisor and mutual fund manager which was founded in 1969 by Spiros Segalas and six colleagues. The firm was acquired by The Prudential Insurance Company of America (PICA) in 1985. They are a subsidiary of PGIM, Inc., ultimately held by Prudential Financial, Inc. (NYSE: PRU). Headquartered in New York City, Jennison Associates manages equity, fixed income, and custom solutions portfolios in a range of styles, geographies and market capitalizations for various clients. | Finance |
Edgewood Management LLC
![]() Edgewood Management LLC Investment ManagersFinance Edgewood Management LLC (Edgewood) is a SEC-registered investment advisor headquartered in Greenwich, Connecticut. They are principally owned by Edgewood Management Co. I, Inc. The firm was founded in 1974 as a family office that provides asset management services to family groups and substantial net worth individuals. Edgewood currently manages assets on behalf of individuals, family groups and institutions including endowments, foundations and pension plans. | Finance |
Sound Health Solutions, Inc.
![]() Sound Health Solutions, Inc. Other Consumer ServicesConsumer Services Sound Health Solutions, Inc. provided weight management programs. It was provided physician-designed, multi-disciplinary weight management programs to the employees and members of some of the nation's companies and union organizations. The company was founded by Frances M. Gough in July 1993 and it was headquartered in Redmond, WA. | Consumer Services |
Bell Rock Capital LLC
![]() Bell Rock Capital LLC Investment ManagersFinance Bell Rock Capital LLC (Bell Rock) is a SEC-registered investment advisor headquartered in Rehoboth Beach, Delaware. The firm was founded by Cassandra Toroian in 2006. They are a subsidiary of Bryn Mawr Capital Management LLC, which is owned by WSFS Financial Corp. (NASDAQ: WSFS). Bell Rock offers a variety of advisory services customized to the needs of individuals, high net worth individuals, retirement plans, trusts, estates, foundations, charitable organizations, and corporations. | Finance |
Montchanin Asset Management LLC
![]() Montchanin Asset Management LLC Investment ManagersFinance Montchanin Asset Management LLC (Montchanin AM) is an independent wealth management firm headquartered in Montchanin, Delaware. The firm was founded by William “Bill” Dugdale in 1998. Montchanin AM provides investment advice to private clients. | Finance |