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Aktive Positionen von Joe Splendorio
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
CWS Financial Advisors LLC
![]() CWS Financial Advisors LLC Investment ManagersFinance CWS Financial Advisors LLC (CWSFA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Kalamazoo, Michigan. The firm was founded by Joseph Splendorio in 2018. CWSFA provides comprehensive financial planning and wealth management services to individuals, families, and business owners. | Gründer | 01.04.2018 | - |
Portfolio Manager-Aktien | 01.04.2018 | - |
Karriereverlauf von Joe Splendorio
Ehemalige bekannte Positionen von Joe Splendorio
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Wells Fargo Advisors (California) | Corporate Officer/Principal | 01.01.2011 | 01.01.2014 |
Macquarie Capital (USA), Inc.
![]() Macquarie Capital (USA), Inc. Investment ManagersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Corporate Officer/Principal | 01.01.2007 | 01.01.2011 |
Ausbildung von Joe Splendorio
Cornell University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 5 |
Operativ
Corporate Officer/Principal | 2 |
Founder | 1 |
Portfolio Manager-Equities | 1 |
Sektoral
Finance | 3 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 3 |
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Macquarie Capital (USA), Inc.
![]() Macquarie Capital (USA), Inc. Investment ManagersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Finance |
CWS Financial Advisors LLC
![]() CWS Financial Advisors LLC Investment ManagersFinance CWS Financial Advisors LLC (CWSFA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Kalamazoo, Michigan. The firm was founded by Joseph Splendorio in 2018. CWSFA provides comprehensive financial planning and wealth management services to individuals, families, and business owners. | Finance |
Wells Fargo Advisors (California) |
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