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Profil
Ms. Wilson came to Cheswick Wright Wealth Management in 2006 from Cheswick Investment Co. Previously, she spent 10 years at Scudder, Stevens and Clark where she was a Vice President and investment manager for high net worth individuals.
She was also a management trainee at Citibank in New York City where she specialized in high net worth clients.
As her interests turned toward marketing, she moved to Scudder to work with the AARP Investment Program.
Ms. Wilson became a Private Investment Counselor at Scudder in 1994, reflecting her growing interest in portfolio management.
She managed the investments of approximately seventy-five high net worth clients and their families, specializing in tailoring portfolios to each investor's short- and long-term goals.
Ms. Wilson is a graduate of Wellesley College, receiving a BA in 1980.
She attended night school at New York University's School of Business Administration and earned an MBA in Finance in 1989.
Anciens postes connus de Carol Cheswick Wilson
| Sociétés | Poste | Fin |
|---|---|---|
Wright Private Asset Management LLC
 Wright Private Asset Management LLC Investment ManagersFinance Provides investment advice | Directeur en chef des Investissements | 30/03/2009 |
Cheswick Investment Co., Inc.
 Cheswick Investment Co., Inc. Investment ManagersFinance CIC's investment strategy is to buy and hold domestic stocks that have long-term growth potential. As growth stock investors, they identify those industries they believe offer the most attractive growth opportunities in the current economic environment. Profiles of these companies typically show very high growth rates for earnings, dividends, reinvestment rates and cash flow. They employ diligent and disciplined analysis of important global economic indicators. In reviewing the equity environment, CIC is mindful of valuations, credit cycles and sentiment swings. One of the firm's primary strategies is to develop concentrated portfolios within their core industries. As stocks accumulate gains, their percentage positions within the portfolio increase. They believe in holding these positions as long as the companies are superior, long-term performers. CIC will sell holdings if there are ominous signs of a general price decline or the issues appear to be losing either price or earnings momentum. Their approach is to be sensitive to capital gain taxes when possible. CIC's bond strategy is to invest in U.S. Treasury obligations and the highest quality state general obligation municipal bonds. They are sensitive to the effects of interest rates on bond holdings and will adjust maturity schedules based on the firm's forecast of credit cycles. | President | 31/01/2006 |
Scudder Stevens & Clark Inc
 Scudder Stevens & Clark Inc Investment ManagersFinance Provides investment management solutions | Analyst-Equity | 31/12/2003 |
Citibank NA (New York)
 Citibank NA (New York) Major BanksFinance Provides national commercial banking services | Conseiller Juridique Général | - |
Formation de Carol Cheswick Wilson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
95
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Scudder Stevens & Clark Inc
Scudder Stevens & Clark Inc Investment ManagersFinance Provides investment management solutions | Finance |
Citibank NA (New York)
Citibank NA (New York) Major BanksFinance Provides national commercial banking services | Finance |
Cheswick Investment Co., Inc.
Cheswick Investment Co., Inc. Investment ManagersFinance CIC's investment strategy is to buy and hold domestic stocks that have long-term growth potential. As growth stock investors, they identify those industries they believe offer the most attractive growth opportunities in the current economic environment. Profiles of these companies typically show very high growth rates for earnings, dividends, reinvestment rates and cash flow. They employ diligent and disciplined analysis of important global economic indicators. In reviewing the equity environment, CIC is mindful of valuations, credit cycles and sentiment swings. One of the firm's primary strategies is to develop concentrated portfolios within their core industries. As stocks accumulate gains, their percentage positions within the portfolio increase. They believe in holding these positions as long as the companies are superior, long-term performers. CIC will sell holdings if there are ominous signs of a general price decline or the issues appear to be losing either price or earnings momentum. Their approach is to be sensitive to capital gain taxes when possible. CIC's bond strategy is to invest in U.S. Treasury obligations and the highest quality state general obligation municipal bonds. They are sensitive to the effects of interest rates on bond holdings and will adjust maturity schedules based on the firm's forecast of credit cycles. | Finance |
Wright Private Asset Management LLC
Wright Private Asset Management LLC Investment ManagersFinance Provides investment advice | Finance |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wellesley College
 Wellesley College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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