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John Richard Sheets
Directeur Général chez Sheets Smith Wealth Management
Postes actifs de John Richard Sheets
Sociétés | Poste | Début | Fin |
---|---|---|---|
Sheets Smith Wealth Management
![]() Sheets Smith Wealth Management Investment ManagersFinance Sheets Smith Wealth Management (SSWM) is an independent registered investment advisor headquartered in Winston-Salem, North Carolina. The firm was founded by John R. Sheets and William (Bill) Smith in 1982 as Sheets, Smith & Associates, Inc. SSWM provides wealth management, financial planning, investment counsel and sophisticated strategies specifically developed for high-net-worth individuals and their families as well as for retirement plans and foundations. | Directeur Général | 01/01/1982 | - |
Fondateur | 01/01/1982 | - | |
Gestionnaire de Portefeuille-Actions | 01/01/1982 | - | |
Portfolio Manager-Fixed Income | 01/01/1982 | - |
Historique de carrière de John Richard Sheets
Anciens postes connus de John Richard Sheets
Sociétés | Poste | Début | Fin |
---|---|---|---|
Delphi Management, Inc.
![]() Delphi Management, Inc. Investment ManagersFinance Delphi Management, Inc. (Delphi) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Brookline, Massachusetts. The firm was founded by Scott M. Black in 1980. Delphi provides investment management services to institutions (such as pension and retirement plans, endowments an investment companies) and high net-worth individuals and trusts on a discretionary basis. | Corporate Officer/Principal | - | - |
Sun Trust Bank, Nashville, NA
![]() Sun Trust Bank, Nashville, NA Major BanksFinance Sun Trust Bank, Nashville, NA is based in Nashville, TN. Sun Trust Bank, Nashville, NA offers a range of financial services including checking and savings accounts, credit cards, mortgages, small business, and commercial banking. | Directeur de la Recherche - Actions | - | - |
Bank of Virginia (Midlothian)
![]() Bank of Virginia (Midlothian) Regional BanksFinance Bank of Virginia provided personal and commercial banking services. It was primarily engaged in the business of accepting savings, demand and time deposits and provided mortgage, consumer and commercial loans to the general public. The firm offered traditional loan and deposit products for commercial and consumer accounts and operated four full-service offices in the counties of Chesterfield and Henrico, Virginia. The company was founded in September 2002 and was headquartered in Midlothian, VA. | Corporate Officer/Principal | - | - |
Wachovia Bank NA (Charlotte, North Carolina) | Corporate Officer/Principal | - | - |
Formation de John Richard Sheets
University of Delaware | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 7 |
Opérationnelle
Corporate Officer/Principal | 3 |
Chief Executive Officer | 1 |
Founder | 1 |
Sectorielle
Finance | 6 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 5 |
---|---|
Sheets Smith Wealth Management
![]() Sheets Smith Wealth Management Investment ManagersFinance Sheets Smith Wealth Management (SSWM) is an independent registered investment advisor headquartered in Winston-Salem, North Carolina. The firm was founded by John R. Sheets and William (Bill) Smith in 1982 as Sheets, Smith & Associates, Inc. SSWM provides wealth management, financial planning, investment counsel and sophisticated strategies specifically developed for high-net-worth individuals and their families as well as for retirement plans and foundations. | Finance |
Wachovia Bank NA (Charlotte, North Carolina) | Finance |
Sun Trust Bank, Nashville, NA
![]() Sun Trust Bank, Nashville, NA Major BanksFinance Sun Trust Bank, Nashville, NA is based in Nashville, TN. Sun Trust Bank, Nashville, NA offers a range of financial services including checking and savings accounts, credit cards, mortgages, small business, and commercial banking. | Finance |
Bank of Virginia (Midlothian)
![]() Bank of Virginia (Midlothian) Regional BanksFinance Bank of Virginia provided personal and commercial banking services. It was primarily engaged in the business of accepting savings, demand and time deposits and provided mortgage, consumer and commercial loans to the general public. The firm offered traditional loan and deposit products for commercial and consumer accounts and operated four full-service offices in the counties of Chesterfield and Henrico, Virginia. The company was founded in September 2002 and was headquartered in Midlothian, VA. | Finance |
Delphi Management, Inc.
![]() Delphi Management, Inc. Investment ManagersFinance Delphi Management, Inc. (Delphi) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Brookline, Massachusetts. The firm was founded by Scott M. Black in 1980. Delphi provides investment management services to institutions (such as pension and retirement plans, endowments an investment companies) and high net-worth individuals and trusts on a discretionary basis. | Finance |
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