Karen Wendell
Directeur Général chez David Wendell Associates, Inc.
Provenance du réseau au premier degré de Karen Wendell
Entité | Type d'entité | Industrie | |
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David Wendell Associates, Inc.
David Wendell Associates, Inc. Investment ManagersFinance David Wendell Associates, Inc. (DWA) is an independent, SEC-registered investment advisor headquartered in Portsmouth, New Hampshire. The firm was founded by David T. Wendell in 1979. DWA fee-only services to individuals and families, trusts, retirement accounts, charitable organizations, businesses and banks. It also provides investment advisory consulting services to a bank trust department, a private trustee firm, two law firms and an investment advisory firm.
10
| Private Company | Investment Managers | 10 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Karen Wendell via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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The University of Colorado | College/University | Undergraduate Degree | |
Husson University | College/University | Undergraduate Degree | |
Daniel Webster College, Inc. | College/University | Undergraduate Degree | |
R. M. Davis, Inc.
R. M. Davis, Inc. Investment ManagersFinance R. M. Davis, Inc. (RMD) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Portland, Maine. The firm was founded by Robert M. Davis in 1978. RMD provides investment management and other wealth management services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities, municipalities and other governmental entities. | Investment Managers | Portfolio Manager-Equities | |
Spinnaker Trust
Spinnaker Trust Investment ManagersFinance Spinnaker Trust is a trust management firm headquartered in Portland, Maine. The firm was founded in 1970 and formerly known as Ram Trust Services, Inc. Spinnaker Trust offers multiple strategies ranging from broadly based, diversified portfolios built with low-cost Exchange Traded Funds (ETFs) to single stock and bond portfolios, to alternative assets managed both by Spinnaker Trust and third party managers selected and monitored by them. | Investment Managers | Corporate Officer/Principal | |
Middlebury College | College/University | Undergraduate Degree | |
Ropes & Gray LLP (Private Client Group)
Ropes & Gray LLP (Private Client Group) Investment ManagersFinance Founded in 1865, Ropes & Gray is a global law firm headquartered in Boston with additional offices in Chicago, Hong Kong, London, New York City, San Francisco, Silicon Valley, Tokyo, and Washington, DC. The firm represents interests across a variety of industries in corporate law and litigation matters. They also offer counsel on labor and employment issues, tax and benefits, creditors' rights and private client services. Ropes & Gray's include large and small companies, financial institutions, government agencies, hospitals and healthcare organizations, colleges and universities, families and individuals. Ropes & Gray's private client group provides comprehensive wealth management services to high net-worth families and individuals. The group focuses on estate and gift planning, estate settlement and trust services including the management of trust assets. Their high net-worth clients include business owners and executives, professionals, retirees and wealthy families. | Investment Managers | Corporate Officer/Principal | |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin | |
University of Notre Dame | College/University | Undergraduate Degree | |
Georgetown University | College/University | Undergraduate Degree | |
ASB Capital Management LLC
ASB Capital Management LLC Investment ManagersFinance ASB Capital Management, Inc. (ASBCM) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1983 and is owned by Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings LLC. ASBCM provides investment management services to qualified individual and institutional clients that include Taft-Hartley plans, pension and retirement programs, separate accounts, endowments and foundations, corporations and other types of accounts, and private investment vehicles. | Investment Managers | Analyst-Equity | |
University of Oklahoma | College/University | Undergraduate Degree | |
First Fidelity Bank (Oklahoma City, Oklahoma)
First Fidelity Bank (Oklahoma City, Oklahoma) Regional BanksFinance First Fidelity Bank, financial security means having a relationship with professionals who make customer, and customer's financial goals, their top priority. Customer's banker is not only a trusted colleague, but customer's personal financial consultant. It believes banking means putting customers first. Though it has grown to 28 full-service locations, it is a growing community bank with a small bank attitude. Our growth provides the ability to compete with the largest banks in the country. Its established deposit base allows for flexibility in offering a complete financial option for both families and small-to mid-sized businesses. Its client-focused commitment makes First Fidelity Bank a strong, reliable partner in the communities it serves. As 2010 marks its 90th Anniversary, it proudly 7 continues its commitment to superior customer service, honest lending and community stewardship. Through its strong reputation, it works hard every day to out big the small banks and out small the big banks. | Regional Banks | Corporate Officer/Principal | |
The Bessemer Group, Inc.
The Bessemer Group, Inc. Financial ConglomeratesFinance The Bessemer Group, Inc. provides personalized client and financial counseling services. It offers trust, custody, tax and estate planning, strategic philanthropy and financial advisory services. The company is headquartered in New York, NY. | Financial Conglomerates | Corporate Officer/Principal | |
Dartmouth College | College/University | Masters Business Admin | |
Towson University | College/University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 28 |
Sectorielle
Finance | 17 |
Consumer Services | 11 |
Health Services | 2 |
Opérationnelle
Corporate Officer/Principal | 14 |
Analyst-Equity | 10 |
Portfolio Manager-Equities | 10 |
Undergraduate Degree | 8 |
President | 3 |
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