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Malcolm McEachern Trevillian
Membre du Comité d'Investissement chez
Verity Asset Management, Inc.
Profil
Mr. Malcolm M.
Trevillian, CFA, is a Portfolio Manager at Verity Asset Management, Inc. He joined the firm in 2008.
He has an integral role in developing investment strategy and establishing allocation targets for Verity’s portfolios.
He is also a member of an investment sub-committee that conducts weekly portfolio reviews between meetings of the full committee.
As a Senior Portfolio Manager at First Union Bank in Charlotte (later merged with Wachovia), Mr. Trevillian managed institutional pension portfolios, including a balanced fund of $130,000,000 for the State of North Carolina pension fund.
He also maintained responsibility for management of one of the Evergreen mutual funds while at First Union.
Mr. Trevillian received his undergraduate degree from Furman University.
He is a Chartered Financial Analyst and Chartered Market Technician.
Postes actifs de Malcolm McEachern Trevillian
| Sociétés | Poste | Début |
|---|---|---|
Verity Asset Management, Inc.
 Verity Asset Management, Inc. Investment ManagersFinance Verity AM’s model portfolios may be managed by the firm or by outside third-party managers which they have selected. Some of the models are based on a broad tactical asset allocation approach to investment management. | Membre du Comité d'Investissement | 01/01/2008 |
Anciens postes connus de Malcolm McEachern Trevillian
| Sociétés | Poste | Fin |
|---|---|---|
Franklin Street Securities, Inc.
 Franklin Street Securities, Inc. Investment Banks/BrokersFinance Provides investment advisory and wealth management services | Corporate Officer/Principal | - |
Formation de Malcolm McEachern Trevillian
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Entreprise privées
Relations
5
Relations au 1er degré
3
Entreprises liées au 1er degré
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| Entreprise privées | 3 |
|---|---|
Verity Asset Management, Inc.
Verity Asset Management, Inc. Investment ManagersFinance Verity AM’s model portfolios may be managed by the firm or by outside third-party managers which they have selected. Some of the models are based on a broad tactical asset allocation approach to investment management. | Finance |
Furman University
 Furman University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Franklin Street Securities, Inc.
Franklin Street Securities, Inc. Investment Banks/BrokersFinance Provides investment advisory and wealth management services | Finance |
