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Roger Leland Gewecke
Directeur/Membre du Conseil chez Clifford Swan Investment Counsel LLC
Postes actifs de Roger Leland Gewecke
Sociétés | Poste | Début | Fin |
---|---|---|---|
Clifford Swan Investment Counsel LLC
![]() Clifford Swan Investment Counsel LLC Investment ManagersFinance Clifford Swan Investment Counsel LLC (Clifford Swan) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. Founded in 2007, Clifford Swan provides investment supervisory services and manages investment advisory accounts for individuals, high net-worth individuals, charitable institutions, foundations, endowments, private corporate pension and profit-sharing plans, and other corporations and businesses. | Directeur/Membre du Conseil | - | - |
Corporate Officer/Principal | 01/01/2019 | - | |
Analyst-Equity | - | 01/01/2019 | |
Directeur de la Recherche - Actions | - | 01/01/2019 |
Historique de carrière de Roger Leland Gewecke
Anciens postes connus de Roger Leland Gewecke
Sociétés | Poste | Début | Fin |
---|---|---|---|
Philip V. Swan Associates, Inc.
![]() Philip V. Swan Associates, Inc. Investment ManagersFinance Philip V. Swan Associates, LLC (PSA) of Pasadena, California, was established in 1984 and provides personalized investment counsel service for individuals, families, trustees, foundations and endowments | Directeur de la Recherche - Actions | - | - |
Pacific Stock Exchange
![]() Pacific Stock Exchange Investment Banks/BrokersFinance Pacific Stock Exchange is a stock exchange. The private company is based in San Francisco, CA. | Corporate Officer/Principal | - | - |
Mellon Investments Corp.
![]() Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients. | Corporate Officer/Principal | - | - |
Formation de Roger Leland Gewecke
University of Southern California | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 6 |
Opérationnelle
Corporate Officer/Principal | 3 |
Director of Research - Equity | 2 |
Analyst-Equity | 1 |
Sectorielle
Finance | 5 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 4 |
---|---|
Philip V. Swan Associates, Inc.
![]() Philip V. Swan Associates, Inc. Investment ManagersFinance Philip V. Swan Associates, LLC (PSA) of Pasadena, California, was established in 1984 and provides personalized investment counsel service for individuals, families, trustees, foundations and endowments | Finance |
Mellon Investments Corp.
![]() Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients. | Finance |
Pacific Stock Exchange
![]() Pacific Stock Exchange Investment Banks/BrokersFinance Pacific Stock Exchange is a stock exchange. The private company is based in San Francisco, CA. | Finance |
Clifford Swan Investment Counsel LLC
![]() Clifford Swan Investment Counsel LLC Investment ManagersFinance Clifford Swan Investment Counsel LLC (Clifford Swan) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. Founded in 2007, Clifford Swan provides investment supervisory services and manages investment advisory accounts for individuals, high net-worth individuals, charitable institutions, foundations, endowments, private corporate pension and profit-sharing plans, and other corporations and businesses. | Finance |
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