Career history of Theodore Raymond Wendell
Former positions of Theodore Raymond Wendell
Companies | Position | Start | End |
---|---|---|---|
Montibus Capital Management LLC
Montibus Capital Management LLC Investment ManagersFinance Founded in 2006, Montibus Capital Management LLC is a registered investment advisor located in Portland, Oregon. The firm is a majority-owned subsidiary of Thomas Weisel Asset Management LLC, which, in turn, is a wholly-owned subsidiary of Thomas Weisel Partners Group, Inc., itself a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). Montibus Capital Management was formerly known as Timberline Asset Management and as TW Asset Management. The firm provides investment advice to high net worth individuals, pension and profit sharing plans, charitable organizations, corporations or other businesses, wrap fee platforms and mutual funds. | Portfolio Manager-Equities | 2006-10-05 | 2015-09-20 |
Columbia Management Advisors, Inc.
Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Group, Inc. provides asset management services. The company administers discretionary investment accounts for corporations, foundations, pension and benefit plans and endowments. The company also assists in tax and estate planning and portfolio management for high-net-worth individuals. Columbia Management Group is headquartered in Boston, MA | Analyst-Equity | 1999-12-31 | - |
Portfolio Manager-Equities | 1999-12-31 | - | |
State Street Research & Management Co.
State Street Research & Management Co. Investment Banks/BrokersFinance State Street Research & Management Company (SSR), with a history dating back to 1924, is one of the nation's first investment management organizations. The Boston-based firm is a subsidiary of MetLife (NYSE:MET), one of the world's largest financial services companies. The firm, together with its affiliate SSR Realty, actively manages stock, bond, balanced and real estate portfolios for both institutional and individual investors. SSR manages pension money for many of the largest U.S. corporate pension plans. SSR also manages money for public and union pension plans, foundations, endowments, and mutual funds. | Corporate Officer/Principal | 1998-12-30 | 1998-12-30 |
INVESCO PLC (CAN) | Corporate Officer/Principal | - | - |
Training of Theodore Raymond Wendell
Emory University | Undergraduate Degree |
The Trustees of Columbia University in The City of New York | Masters Business Admin |
Statistics
International
United States | 7 |
Operational
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 2 |
Analyst-Equity | 1 |
Sectoral
Finance | 5 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Listed companies | 1 |
---|---|
INVESCO PLC (CAN) | Finance |
Private companies | 3 |
---|---|
Columbia Management Advisors, Inc.
Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Group, Inc. provides asset management services. The company administers discretionary investment accounts for corporations, foundations, pension and benefit plans and endowments. The company also assists in tax and estate planning and portfolio management for high-net-worth individuals. Columbia Management Group is headquartered in Boston, MA | Finance |
Montibus Capital Management LLC
Montibus Capital Management LLC Investment ManagersFinance Founded in 2006, Montibus Capital Management LLC is a registered investment advisor located in Portland, Oregon. The firm is a majority-owned subsidiary of Thomas Weisel Asset Management LLC, which, in turn, is a wholly-owned subsidiary of Thomas Weisel Partners Group, Inc., itself a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). Montibus Capital Management was formerly known as Timberline Asset Management and as TW Asset Management. The firm provides investment advice to high net worth individuals, pension and profit sharing plans, charitable organizations, corporations or other businesses, wrap fee platforms and mutual funds. | Finance |
State Street Research & Management Co.
State Street Research & Management Co. Investment Banks/BrokersFinance State Street Research & Management Company (SSR), with a history dating back to 1924, is one of the nation's first investment management organizations. The Boston-based firm is a subsidiary of MetLife (NYSE:MET), one of the world's largest financial services companies. The firm, together with its affiliate SSR Realty, actively manages stock, bond, balanced and real estate portfolios for both institutional and individual investors. SSR manages pension money for many of the largest U.S. corporate pension plans. SSR also manages money for public and union pension plans, foundations, endowments, and mutual funds. | Finance |