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John Brown Cox
Chief Investment Officer bei Waverly Advisors LLC (Alabama)
Aktive Positionen von John Brown Cox
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Waverly Advisors LLC (Alabama)
![]() Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors LLC is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1999 and formerly known as Warren Averett Asset Management LLC and as WA Asset Management LLC. They are a subsidiary of WAAM Parent LLC, which is owned by WAAM Topco LLC. Waverly Advisors offers personal wealth management, family office, retirement plan and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Chief Investment Officer | 01.04.2017 | - |
Mitglied des Investmentausschusses | 01.04.2017 | - |
Karriereverlauf von John Brown Cox
Ehemalige bekannte Positionen von John Brown Cox
Unternehmen | Position | Beginn | Ende |
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Kinsight LLC
![]() Kinsight LLC Investment ManagersFinance Founded in 1986 by Charles D. Haines, Kinsight LLC is a wealth management firm and registered investment advisor located in Birmingham, Alabama. The firm is a subsidiary of Charles D. Haines, Inc. It was formerly known as Charles D. Haines LLC. Kinsight's clients include individuals, pension plans, profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Kinsight serves as the investment advisor to several hedge fund-of-funds. | Mitglied des Investmentausschusses | 01.07.1997 | 01.01.2018 |
Director of Investments | 01.07.1997 | 01.01.2018 | |
Portfolio Manager-Aktien | 01.07.1997 | 01.01.2018 |
Ausbildung von John Brown Cox
The University of Alabama | Masters Business Admin |
University of Montevallo | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 5 |
Operativ
Investment Committee Member | 2 |
Director of Investments | 1 |
Portfolio Manager-Equities | 1 |
Sektoral
Finance | 3 |
Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
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Kinsight LLC
![]() Kinsight LLC Investment ManagersFinance Founded in 1986 by Charles D. Haines, Kinsight LLC is a wealth management firm and registered investment advisor located in Birmingham, Alabama. The firm is a subsidiary of Charles D. Haines, Inc. It was formerly known as Charles D. Haines LLC. Kinsight's clients include individuals, pension plans, profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Kinsight serves as the investment advisor to several hedge fund-of-funds. | Finance |
Waverly Advisors LLC (Alabama)
![]() Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors LLC is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1999 and formerly known as Warren Averett Asset Management LLC and as WA Asset Management LLC. They are a subsidiary of WAAM Parent LLC, which is owned by WAAM Topco LLC. Waverly Advisors offers personal wealth management, family office, retirement plan and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Finance |
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