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Profil
Mr. Bruce L.
Marra, CFA MBA, is a Co-Founder & Chief Executive Officer at West Chester Capital Advisors, Inc. and Chief Executive Officer at AmeriServ Trust & Financial Services Co.
Mr. Marra is a co-founder and President of West Chester Capital Advisors since 1994.
After serving four years as a Naval officer, he began his career in the investment industry with Mellon Bank in Pittsburgh in 1960 where he worked for twenty-one years.
He was head of the Personal Trust Division at Mellon when he left to assume the duties of Chief Investment Officer at Wilmington Trust Company.
After five years at Wilmington Trust, he left banking to enter the investment advisory business.
Mr. Marra is a 1956 honors graduate of Lehigh University and received an MBA from the University of Pittsburgh in 1964.
He is a member of the CFA Institute and holds the Chartered Financial Analyst designation.
Anciens postes connus de Bruce L. Marra
| Sociétés | Poste | Fin |
|---|---|---|
Valley Forge Asset Management LLC
 Valley Forge Asset Management LLC Investment ManagersFinance Valley Forge Asset Management is a value manager that specializes in equity, balanced and fixed-income management on an individual account basis. The firm's core investment philosophy seeks growth at a reasonable price using mostly large cap (market value of $10 billion or more) securities to provide short-term preservation of principal and long-term growth of assets. This disciplined investment process is designed to manage risk at every opportunity through portfolio diversification and active management. | Corporate Officer/Principal | - |
Capital & Security Management, Inc.
 Capital & Security Management, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 01/01/1991 |
Wilmington Trust Co.
 Wilmington Trust Co. Regional BanksFinance Operated as a commercial bank | Corporate Officer/Principal | 01/01/1986 |
Mellon Bank, NA
 Mellon Bank, NA Regional BanksFinance Provides commercial banking services | Corporate Officer/Principal | 01/01/1981 |
US Department of the Navy (District of Columbia)
 US Department of the Navy (District of Columbia) SovereignGovernment Naval service branch of the government | Corporate Officer/Principal | 01/01/1978 |
Formation de Bruce L. Marra
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
100
+
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Mellon Bank, NA
Mellon Bank, NA Regional BanksFinance Provides commercial banking services | Finance |
AmeriServ Trust & Financial Services Co.
 AmeriServ Trust & Financial Services Co. Investment ManagersFinance AmeriServe Trust & Financial Services Co. is primarily a fixed-income investor but the firm also manages balanced and mid/large-cap portfolios. Their Pathroad Portfolios are a family of portfolios that consist of the best stock, bond and money market mutual funds available. Pathroad Portfolios are managed with a targeted asset allocation and can be designed conservatively or for maximum long-term growth. AmeriServe Trust relies heavily on outside research to make investment decisions. The firm's equity investments focus primarily on the stocks of US large-cap companies in the finance, health technology and communications sectors. AmeriServe Trust maintains a high turnover rate. | Finance |
AmeriServ Wealth Advisors, Inc.
 AmeriServ Wealth Advisors, Inc. Investment ManagersFinance AWA seeks to generate consistent, above benchmark performance results while combining the active and passive styles of management. They utilize a combination of individual equity and fixed income securities as well as mutual and exchange traded funds in the composition of client portfolios. The firm has developed Strategic and Tactical model portfolios to help address the investment needs of their clients. | Finance |
University of Pittsburgh
 University of Pittsburgh Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Valley Forge Asset Management LLC
Valley Forge Asset Management LLC Investment ManagersFinance Valley Forge Asset Management is a value manager that specializes in equity, balanced and fixed-income management on an individual account basis. The firm's core investment philosophy seeks growth at a reasonable price using mostly large cap (market value of $10 billion or more) securities to provide short-term preservation of principal and long-term growth of assets. This disciplined investment process is designed to manage risk at every opportunity through portfolio diversification and active management. | Finance |
Lehigh University
 Lehigh University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
US Department of the Navy (District of Columbia)
US Department of the Navy (District of Columbia) SovereignGovernment Naval service branch of the government | Government |
Wilmington Trust Co.
Wilmington Trust Co. Regional BanksFinance Operated as a commercial bank | Finance |
Capital & Security Management, Inc.
Capital & Security Management, Inc. Investment ManagersFinance Provides investment advice | Finance |
