Karen Wendell
Vorstandsvorsitzender bei David Wendell Associates, Inc.
Profil
Ms. Karen Wendell is a Chief Executive Officer & Treasurer at David Wendell Associates, Inc. She began working at our firm in 1995.
She became Chairman and Treasurer of our firm in 1998, upon the death of her father, our firm’s founder, David T.
Wendell.
Prior to joining our firm, Ms. Wendell was the Chief Financial Officer of a regional stock brokerage firm.
Her experience also includes investment banking.
She was a management consultant at the “Big 8” accounting firm Arthur Young & Company and then at Ernst & Young, after the acquisition by Ernst & Whinney.
She started her career at State Street Bank & Trust Co., first in the Estates and Trust Department and later in Trust Administration.
Ms. Wendell holds a B.A.
degree from Carleton College and an M.B.A.
from Northeastern University and graduated from Concord Academy in Concord, Massachusetts.
Aktive Positionen von Karen Wendell
| Unternehmen | Position | Beginn |
|---|---|---|
David Wendell Associates, Inc.
 David Wendell Associates, Inc. Investment ManagersFinance David Wendell Associates, Inc. (DWA) is an independent, SEC-registered investment advisor headquartered in Portsmouth, New Hampshire. The firm was founded by David T. Wendell in 1979. DWA fee-only services to individuals and families, trusts, retirement accounts, charitable organizations, businesses and banks. It also provides investment advisory consulting services to a bank trust department, a private trustee firm, two law firms and an investment advisory firm. | Vorstandsvorsitzender | 01.01.1995 |
Ehemalige bekannte Positionen von Karen Wendell
| Unternehmen | Position | Ende |
|---|---|---|
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Corporate Officer/Principal | - |
| Arthur Young & Co. | Corporate Officer/Principal | - |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Corporate Officer/Principal | - |
Ausbildung von Karen Wendell
| Carleton College | Undergraduate Degree |
| Northeastern University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Finance |
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Commercial Services |
| Arthur Young & Co. | Commercial Services |
David Wendell Associates, Inc.
David Wendell Associates, Inc. Investment ManagersFinance David Wendell Associates, Inc. (DWA) is an independent, SEC-registered investment advisor headquartered in Portsmouth, New Hampshire. The firm was founded by David T. Wendell in 1979. DWA fee-only services to individuals and families, trusts, retirement accounts, charitable organizations, businesses and banks. It also provides investment advisory consulting services to a bank trust department, a private trustee firm, two law firms and an investment advisory firm. | Finance |
