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DeFred G. Folts
Mitglied des Investmentausschusses bei 3EDGE Asset Management LP
Aktive Positionen von DeFred G. Folts
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
3EDGE Asset Management LP
![]() 3EDGE Asset Management LP Investment ManagersFinance 3EDGE Asset Management LP (3EDGE) is an independent, SEC-registered investment advisor headquartered in Naples, Florida. The firm was founded by Stephen Cucchiaro in 2015. 3EDGE provides discretionary investment advisory services to separately managed account clients who generally include high net worth individuals, family offices and multi-family offices, as well as endowments and foundations, public and private retirement plans and corporations. | Mitglied des Investmentausschusses | 20.01.2016 | - |
Marktstratege | 20.01.2016 | - |
Karriereverlauf von DeFred G. Folts
Ehemalige bekannte Positionen von DeFred G. Folts
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Windhaven Investment Management, Inc.
![]() Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | Marktstratege | 01.11.2010 | 18.02.2015 |
Windward Investment Management
![]() Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston | Corporate Officer/Principal | 01.01.2003 | 31.10.2010 |
Lehman Brothers Asset Management LLC
![]() Lehman Brothers Asset Management LLC Investment Banks/BrokersFinance Formerly known as Lincoln Capital Fixed Income Management Co. LLC, Lehman Brothers Asset Management LLC (LBAM) is a wholly owned subsidiary of Lehman Brothers Holdings, Inc. (NYSE:LEH) | Corporate Officer/Principal | - | - |
The Boston Co. Holding LLC
![]() The Boston Co. Holding LLC Major BanksFinance The Boston Co. Holding LLC is a company that specializes in commercial banking. The company is based in Pittsburgh, PA. | Corporate Officer/Principal | - | - |
Ausbildung von DeFred G. Folts
Connecticut College | Undergraduate Degree |
Instituto de Estudios Superiores de la Empresa | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 7 |
Spanien | 2 |
Operativ
Corporate Officer/Principal | 3 |
Market Strategist | 2 |
Undergraduate Degree | 1 |
Sektoral
Finance | 6 |
Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 5 |
---|---|
Lehman Brothers Asset Management LLC
![]() Lehman Brothers Asset Management LLC Investment Banks/BrokersFinance Formerly known as Lincoln Capital Fixed Income Management Co. LLC, Lehman Brothers Asset Management LLC (LBAM) is a wholly owned subsidiary of Lehman Brothers Holdings, Inc. (NYSE:LEH) | Finance |
Windhaven Investment Management, Inc.
![]() Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | Finance |
The Boston Co. Holding LLC
![]() The Boston Co. Holding LLC Major BanksFinance The Boston Co. Holding LLC is a company that specializes in commercial banking. The company is based in Pittsburgh, PA. | Finance |
Windward Investment Management
![]() Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston | Finance |
3EDGE Asset Management LP
![]() 3EDGE Asset Management LP Investment ManagersFinance 3EDGE Asset Management LP (3EDGE) is an independent, SEC-registered investment advisor headquartered in Naples, Florida. The firm was founded by Stephen Cucchiaro in 2015. 3EDGE provides discretionary investment advisory services to separately managed account clients who generally include high net worth individuals, family offices and multi-family offices, as well as endowments and foundations, public and private retirement plans and corporations. | Finance |
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