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Postes actifs de Tris Millard
Sociétés | Poste | Début | Fin |
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NewEdge Advisors LLC
![]() NewEdge Advisors LLC Investment ManagersFinance NewEdge Advisors LLC is a SEC-registered investment advisor headquartered in New Orleans, Louisiana. The firm was founded by Gerald Goss in 1980 and is a subsidiary of NewEdge Capital Group LLC, ultimately owned by EdgeCo Investor Holdings LP. NewEdge Advisors specializes in wrap and non-wrap comprehensive portfolio management, financial planning and consulting, retirement plan consulting, referrals to third-party money managers and, through certain investment adviser representatives (IARs), offers LPL sponsored advisory program services. | Gestionnaire de Portefeuille-Actions | 01/10/2016 | - |
Historique de carrière de Tris Millard
Statistiques
Internationale
Etats-Unis | 2 |
Opérationnelle
Portfolio Manager-Equities | 1 |
Sectorielle
Finance | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 1 |
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NewEdge Advisors LLC
![]() NewEdge Advisors LLC Investment ManagersFinance NewEdge Advisors LLC is a SEC-registered investment advisor headquartered in New Orleans, Louisiana. The firm was founded by Gerald Goss in 1980 and is a subsidiary of NewEdge Capital Group LLC, ultimately owned by EdgeCo Investor Holdings LP. NewEdge Advisors specializes in wrap and non-wrap comprehensive portfolio management, financial planning and consulting, retirement plan consulting, referrals to third-party money managers and, through certain investment adviser representatives (IARs), offers LPL sponsored advisory program services. | Finance |
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