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Career history of Cliffe Cheston
Former positions of Cliffe Cheston
Companies | Position | Start | End |
---|---|---|---|
Walnut Asset Management LLC
![]() Walnut Asset Management LLC Investment ManagersFinance Founded in 1988, Walnut Asset Management LLC is an investment advisor firm located in Philadelphia. In 2002, the firm merged with Addison Capital Management LLC, also of Philadelphia. Walnut is a subsidiary of Phoenix Investment Partners, Ltd., the investment management arm of The Phoenix Companies (NYSE: PNX). | Investment Committee Member | 2001-12-31 | 2007-11-29 |
Portfolio Manager-Equities | 2001-12-31 | 2007-11-29 | |
Portfolio Manager-Fixed Income | 2001-12-31 | 2007-11-29 | |
Addison Capital Management, LLC | Corporate Officer/Principal | 1983-12-31 | - |
Provident National Bank | Corporate Officer/Principal | - | - |
Tower Bridge Advisors, Inc.
![]() Tower Bridge Advisors, Inc. Investment ManagersFinance Tower Bridge Advisors, Inc. (TBA) is an independent, SEC-registered investment advisor headquartered in Conshohocken, Pennsylvania. The firm was founded by Maris Ogg and James Meyer in 2001. TBA provides exceptional wealth and asset management services to individuals, families and select institutions. | Investment Committee Member | 2006-12-31 | - |
Portfolio Manager-Equities | 2006-12-31 | - | |
Glenmede Investment Management LP
![]() Glenmede Investment Management LP Investment ManagersFinance Glenmede Investment Management LP (GIM) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 2007 and is a successor to Glenmede Advisers. They are a wholly owned subsidiary of The Glenmede Trust Co., NA, a subsidiary of The Glenmede Corp. GIM provides discretionary investment advisory services to institutional investors. | Portfolio Manager-Equities | - | - |
Training of Cliffe Cheston
University of Pennsylvania | Undergraduate Degree |
Statistics
International
United States | 7 |
Operational
Portfolio Manager-Equities | 3 |
Investment Committee Member | 2 |
Corporate Officer/Principal | 2 |
Sectoral
Finance | 6 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 5 |
---|---|
Glenmede Investment Management LP
![]() Glenmede Investment Management LP Investment ManagersFinance Glenmede Investment Management LP (GIM) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 2007 and is a successor to Glenmede Advisers. They are a wholly owned subsidiary of The Glenmede Trust Co., NA, a subsidiary of The Glenmede Corp. GIM provides discretionary investment advisory services to institutional investors. | Finance |
Addison Capital Management, LLC | Finance |
Walnut Asset Management LLC
![]() Walnut Asset Management LLC Investment ManagersFinance Founded in 1988, Walnut Asset Management LLC is an investment advisor firm located in Philadelphia. In 2002, the firm merged with Addison Capital Management LLC, also of Philadelphia. Walnut is a subsidiary of Phoenix Investment Partners, Ltd., the investment management arm of The Phoenix Companies (NYSE: PNX). | Finance |
Tower Bridge Advisors, Inc.
![]() Tower Bridge Advisors, Inc. Investment ManagersFinance Tower Bridge Advisors, Inc. (TBA) is an independent, SEC-registered investment advisor headquartered in Conshohocken, Pennsylvania. The firm was founded by Maris Ogg and James Meyer in 2001. TBA provides exceptional wealth and asset management services to individuals, families and select institutions. | Finance |
Provident National Bank | Finance |
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