Chip Hasty active positions
Companies | Position | Start | End |
---|---|---|---|
Milestone Advisory Partners LLC
Milestone Advisory Partners LLC Investment ManagersFinance Milestone Advisory Partners LLC (MAP) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Southern Pines, North Carolina. The firm was founded by John M. Kober and Winfred "Chip” Hasty in 2015. MAP provides financial planning and portfolio management services to individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. | Compliance Officer | 2015-09-30 | - |
Founder | 2015-09-30 | - | |
Portfolio Manager-Equities | 2015-09-30 | - |
Career history of Chip Hasty
Former positions of Chip Hasty
Companies | Position | Start | End |
---|---|---|---|
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a registered investment adviser and broker-dealer headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsor a number of wrap fee advisory programs. | Corporate Officer/Principal | 2000-12-31 | 2015-09-30 |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Corporate Officer/Principal | 1989-04-30 | 1996-07-31 |
Training of Chip Hasty
University of Glasgow | Graduate Degree |
Wake Forest University | Undergraduate Degree |
Statistics
International
United States | 5 |
United Kingdom | 2 |
Operational
Corporate Officer/Principal | 2 |
Compliance Officer | 1 |
Founder | 1 |
Sectoral
Finance | 4 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a registered investment adviser and broker-dealer headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsor a number of wrap fee advisory programs. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Finance |
Milestone Advisory Partners LLC
Milestone Advisory Partners LLC Investment ManagersFinance Milestone Advisory Partners LLC (MAP) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Southern Pines, North Carolina. The firm was founded by John M. Kober and Winfred "Chip” Hasty in 2015. MAP provides financial planning and portfolio management services to individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. | Finance |
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