David Alfred Baratta
Directeur en chef des Investissements chez Waypoint Capital Advisors LLC
Postes actifs de David Alfred Baratta
Sociétés | Poste | Début | Fin |
---|---|---|---|
Waypoint Capital Advisors LLC
Waypoint Capital Advisors LLC Investment ManagersFinance Waypoint Capital Advisors LLC (WCA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Minneapolis, Minnesota. The firm was formerly known as Sebago Capital LLC and changed their name to Waypoint Capital Advisors in 2015. WCA provides wealth management and investment advisory services to affluent individuals and families and their related entities that may include trusts, estates, charitable organizations and corporations. | Directeur en chef des Investissements | 01/02/2005 | - |
Compliance Officer | 01/02/2005 | - | |
Gestionnaire de Portefeuille-Actions | 01/02/2005 | - |
Historique de carrière de David Alfred Baratta
Anciens postes connus de David Alfred Baratta
Sociétés | Poste | Début | Fin |
---|---|---|---|
Wall Street Associates LLC
Wall Street Associates LLC Investment ManagersFinance Founded in 1987, Wall Street Associates LLC is a registered investment advisor located in La Jolla, California. The firm is a subsidiary of Wall Street Associates II LLC. They manage growth portfolios primarily invested in domestic equity securities for institutional investors and private clients. WSA provides fully discretionary and model equity investment advisory services for a variety of clients. In addition, the firm serves as sub-advisor for accounts that are co-managed by other non-affiliated investment advisers. WSA also serves as a sub-advisor to open-ended mutual funds sponsored by unrelated NYSE member firms. | Gestionnaire de Portefeuille-Actions | 01/01/1999 | 31/12/2006 |
Corporate Officer/Principal | 01/01/1999 | 31/12/2006 | |
Morgan Grenfell, Inc. | Corporate Officer/Principal | 01/06/1999 | 01/06/1999 |
Formation de David Alfred Baratta
Fordham University | Masters Business Admin |
University of Southern Maine | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 6 |
Opérationnelle
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 2 |
Chief Investment Officer | 1 |
Sectorielle
Finance | 3 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 3 |
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Wall Street Associates LLC
Wall Street Associates LLC Investment ManagersFinance Founded in 1987, Wall Street Associates LLC is a registered investment advisor located in La Jolla, California. The firm is a subsidiary of Wall Street Associates II LLC. They manage growth portfolios primarily invested in domestic equity securities for institutional investors and private clients. WSA provides fully discretionary and model equity investment advisory services for a variety of clients. In addition, the firm serves as sub-advisor for accounts that are co-managed by other non-affiliated investment advisers. WSA also serves as a sub-advisor to open-ended mutual funds sponsored by unrelated NYSE member firms. | Finance |
Waypoint Capital Advisors LLC
Waypoint Capital Advisors LLC Investment ManagersFinance Waypoint Capital Advisors LLC (WCA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Minneapolis, Minnesota. The firm was formerly known as Sebago Capital LLC and changed their name to Waypoint Capital Advisors in 2015. WCA provides wealth management and investment advisory services to affluent individuals and families and their related entities that may include trusts, estates, charitable organizations and corporations. | Finance |
Morgan Grenfell, Inc. |
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