Karriereverlauf von Jim Zoldy
Ehemalige bekannte Positionen von Jim Zoldy
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Halsey Associates, Inc.
Halsey Associates, Inc. Investment ManagersFinance Halsey Associates, Inc. is a wealth management firm headquartered in New Haven, Connecticut. Founded by Ralph W. Halsey, Jr. in 1967, the firm is a subsidiary of The Washington Trust Co. of Westerly, which is owned by Washington Trust Bancorp, Inc. (NASDAQ: WASH). Halsey Associates provides comprehensive investment counseling services to high net-worth families, corporations, foundations and endowment clients. | Analyst-Equity | 01.01.1993 | 01.10.2019 |
Vorsitzender | 01.01.1993 | - | |
Portfolio Manager-Aktien | 01.01.1993 | 01.10.2019 | |
Präsident | - | 01.10.2019 | |
Treasurer | 01.01.1993 | - |
Ausbildung von Jim Zoldy
University of Connecticut | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 3 |
Operativ
Analyst-Equity | 1 |
Chairman | 1 |
Portfolio Manager-Equities | 1 |
Sektoral
Finance | 2 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 1 |
---|---|
Halsey Associates, Inc.
Halsey Associates, Inc. Investment ManagersFinance Halsey Associates, Inc. is a wealth management firm headquartered in New Haven, Connecticut. Founded by Ralph W. Halsey, Jr. in 1967, the firm is a subsidiary of The Washington Trust Co. of Westerly, which is owned by Washington Trust Bancorp, Inc. (NASDAQ: WASH). Halsey Associates provides comprehensive investment counseling services to high net-worth families, corporations, foundations and endowment clients. | Finance |