Ryan B. McQuilkin

Keine laufenden Positionen mehr

Finance

Consumer Services

Ehemalige bekannte Positionen von Ryan B. McQuilkin

Unternehmen	Position	Beginn	Ende
SVB Wealth LLC SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments.	Analyst-Festverzinsliche Wertpapiere	01.11.2014	01.05.2021
	Head-Fixed Income Invts	01.11.2014	01.05.2021
	Mitglied des Investmentausschusses	01.11.2014	01.05.2021
	Portfolio Manager-Fixed Income	01.11.2014	01.05.2021
	Trading-Fixed Income	01.11.2014	01.05.2021

University of Massachusetts

Undergraduate Degree

International

Vereinigte Staaten

Operativ

Analyst-Fixed Income	1
Head-Fixed Income Invts	1
Investment Committee Member	1

Sektoral

Finance	2
Consumer Services	2

Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Private Unternehmen	1
SVB Wealth LLC SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments.	Finance

Private Unternehmen

Finance