Robert A. Willis
Keine laufenden Positionen mehr
Karriereverlauf von Robert A. Willis
Ehemalige bekannte Positionen von Robert A. Willis
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
Avalon Trust Co.
 Avalon Trust Co. Investment ManagersFinance Avalon Trust Co. is an independent investment firm headquartered in Santa Fe, New Mexico. The firm was founded in 1998 and was acquired by Clearstead Advisors LLC in 2023. Avalon Trust provides investment management services to individuals and families, trusts, non-profits and foundations. | Chief Investment Officer | - | 01.01.2006 |
| Portfolio Manager-Aktien | - | 01.01.2006 | |
AG Asset Management LLC
 AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | Corporate Officer/Principal | - | 01.07.2004 |
Ausbildung von Robert A. Willis
| Lafayette College | Undergraduate Degree |
| New York University | Masters Business Admin |
Statistik
International
| Vereinigte Staaten | 5 |
Operativ
| Chief Investment Officer | 1 |
| Portfolio Manager-Equities | 1 |
| Corporate Officer/Principal | 1 |
Sektoral
| Finance | 3 |
| Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Avalon Trust Co.
Avalon Trust Co. Investment ManagersFinance Avalon Trust Co. is an independent investment firm headquartered in Santa Fe, New Mexico. The firm was founded in 1998 and was acquired by Clearstead Advisors LLC in 2023. Avalon Trust provides investment management services to individuals and families, trusts, non-profits and foundations. | Finance |
AG Asset Management LLC
AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | Finance |
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