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Jon Manchester
Mitglied des Investmentausschusses bei Bailard, Inc.
Aktive Positionen von Jon Manchester
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Bailard, Inc.
![]() Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles. | Mitglied des Investmentausschusses | 01.09.2016 | - |
Portfolio Manager-Aktien | 01.09.2016 | - | |
Marktstratege | 01.09.2016 | - |
Karriereverlauf von Jon Manchester
Ehemalige bekannte Positionen von Jon Manchester
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Nelson Capital Management LLC
![]() Nelson Capital Management LLC Investment ManagersFinance Nelson Capital Management LLC is a wealth management firm and registered investment advisor located in Foster City, California. The firm was founded and registered with the SEC in 1974 and was acquired by Wells Fargo & Co. (NYSE: WFC) in 2002. | Analyst-Festverzinsliche Wertpapiere | - | 01.12.2016 |
Portfolio Manager-Fixed Income | - | 01.12.2016 | |
Nelson Capital Management, Inc.
![]() Nelson Capital Management, Inc. Investment ManagersFinance Founded in 1974, Nelson Capital Management, Inc. is a registered investment advisor located in Palo Alto, California. The firm is a subsidiary of Wells Fargo Private Investment Advisors LLC, a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC). They provide investment management services, including socially responsible investment strategies, to individuals and families and institutional clients including employee benefit plans, foundations, endowments, corporations, insurance trusts, associations and religious groups. Nelson Capital Management also serves as sub-advisor to the Wells Fargo Advantage Social Sustainability Fund (WSSAX) | Mitglied des Investmentausschusses | 01.01.2000 | - |
Portfolio Manager-Aktien | 01.01.2000 | - | |
Portfolio Manager-Fixed Income | 11.10.2010 | - |
Ausbildung von Jon Manchester
Stanford University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 5 |
Operativ
Investment Committee Member | 2 |
Portfolio Manager-Equities | 2 |
Portfolio Manager-Fixed Income | 2 |
Sektoral
Finance | 4 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 3 |
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Nelson Capital Management, Inc.
![]() Nelson Capital Management, Inc. Investment ManagersFinance Founded in 1974, Nelson Capital Management, Inc. is a registered investment advisor located in Palo Alto, California. The firm is a subsidiary of Wells Fargo Private Investment Advisors LLC, a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC). They provide investment management services, including socially responsible investment strategies, to individuals and families and institutional clients including employee benefit plans, foundations, endowments, corporations, insurance trusts, associations and religious groups. Nelson Capital Management also serves as sub-advisor to the Wells Fargo Advantage Social Sustainability Fund (WSSAX) | Finance |
Nelson Capital Management LLC
![]() Nelson Capital Management LLC Investment ManagersFinance Nelson Capital Management LLC is a wealth management firm and registered investment advisor located in Foster City, California. The firm was founded and registered with the SEC in 1974 and was acquired by Wells Fargo & Co. (NYSE: WFC) in 2002. | Finance |
Bailard, Inc.
![]() Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles. | Finance |
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