![Patrick Wells](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Patrick Wells
Gestionnaire de Portefeuille-Actions chez Broyhill Asset Management LLC
Postes actifs de Patrick Wells
Sociétés | Poste | Début | Fin |
---|---|---|---|
Broyhill Asset Management LLC
![]() Broyhill Asset Management LLC Investment ManagersFinance Broyhill Asset Management LLC (Broyhill) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1998 as Broyhill Wakin Capital Advisers LLC and changed its name to Broyhill Asset Management LLC in 2008. Broyhill provides investment services to individuals, trusts, foundations and other institutions on a discretionary basis. | Gestionnaire de Portefeuille-Actions | 01/04/2024 | - |
Historique de carrière de Patrick Wells
Anciens postes connus de Patrick Wells
Sociétés | Poste | Début | Fin |
---|---|---|---|
Pinnacle Associates Ltd.
![]() Pinnacle Associates Ltd. Investment ManagersFinance Pinnacle Associates Ltd. is an independent, SEC-registered investment advisor which was founded in 1984 by Thomas Passios. Headquartered in New York City, the firm offers investment advisory services to both institutional and noninstitutional clients. | Analyst-Equity | 01/01/2016 | 01/04/2024 |
Gestionnaire de Portefeuille-Actions | 01/01/2016 | 01/04/2024 | |
Broyhill Asset Management LLC
![]() Broyhill Asset Management LLC Investment ManagersFinance Broyhill Asset Management LLC (Broyhill) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1998 as Broyhill Wakin Capital Advisers LLC and changed its name to Broyhill Asset Management LLC in 2008. Broyhill provides investment services to individuals, trusts, foundations and other institutions on a discretionary basis. | Corporate Officer/Principal | 31/12/2012 | 31/12/2012 |
Capitala Investment Advisors LLC
![]() Capitala Investment Advisors LLC Investment ManagersFinance Capitala Investment Advisors LLC (Capitala Group) is a private equity firm founded by Joe B. Alala in 1998. The firm is headquartered in Charlotte, North Carolina. | Analyste en capital-investissement | 01/04/2013 | - |
Formation de Patrick Wells
Wake Forest University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 5 |
Opérationnelle
Portfolio Manager-Equities | 2 |
Private Equity Analyst | 1 |
Corporate Officer/Principal | 1 |
Sectorielle
Finance | 4 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 3 |
---|---|
Capitala Investment Advisors LLC
![]() Capitala Investment Advisors LLC Investment ManagersFinance Capitala Investment Advisors LLC (Capitala Group) is a private equity firm founded by Joe B. Alala in 1998. The firm is headquartered in Charlotte, North Carolina. | Finance |
Broyhill Asset Management LLC
![]() Broyhill Asset Management LLC Investment ManagersFinance Broyhill Asset Management LLC (Broyhill) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1998 as Broyhill Wakin Capital Advisers LLC and changed its name to Broyhill Asset Management LLC in 2008. Broyhill provides investment services to individuals, trusts, foundations and other institutions on a discretionary basis. | Finance |
Pinnacle Associates Ltd.
![]() Pinnacle Associates Ltd. Investment ManagersFinance Pinnacle Associates Ltd. is an independent, SEC-registered investment advisor which was founded in 1984 by Thomas Passios. Headquartered in New York City, the firm offers investment advisory services to both institutional and noninstitutional clients. | Finance |
- Bourse
- Insiders
- Patrick Wells
- Expérience