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Career history of William Dudley Moyer
Former positions of William Dudley Moyer
Companies | Position | Start | End |
---|---|---|---|
Transform Wealth LLC
![]() Transform Wealth LLC Investment ManagersFinance Transform Wealth LLC is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded in 1975 to assume the investment advisory business of Carnick & Co., Inc., which was purchased by David Kubik and Nathan Kubik in 2011. In 2016, Carnick & Kubik became a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners Inc. (NASDAQ: FOCS). At the time they were acquired by Focus Operating, Carnick & Kubik changed their name to Carnick & Kubik Group LLC and subsequently became Transform Wealth LLC in 2020. The firm provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Analyst-Equity | 2001-12-31 | 2017-11-30 |
Portfolio Manager-Equities | 2001-12-31 | 2017-11-30 | |
American Century Mutual Funds, Inc. | Corporate Officer/Principal | 1995-12-31 | - |
First Affirmative Financial Network LLC
![]() First Affirmative Financial Network LLC Investment ManagersFinance First Affirmative Financial Network LLC (First Affirmative) is an independent registered investment advisor headquartered in Colorado Springs, Colorado. Founded in 1999, the firm provides discretionary investment advisory services to individual and institutional clients. First Affirmative provides investment advice consistent with the philosophies of sustainable, responsible, impact (SRI) investing. | Corporate Officer/Principal | - | - |
Springfield Trust Co.
![]() Springfield Trust Co. Investment ManagersFinance Founded in 1991, Springfield Trust Co. is a trust company and investment advisor located in Springfield, Missouri | Corporate Officer/Principal | - | - |
Training of William Dudley Moyer
Regis University | Masters Business Admin |
University of Oklahoma | Undergraduate Degree |
Statistics
International
United States | 7 |
Operational
Corporate Officer/Principal | 3 |
Analyst-Equity | 1 |
Portfolio Manager-Equities | 1 |
Sectoral
Finance | 4 |
Consumer Services | 3 |
Miscellaneous | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
American Century Mutual Funds, Inc. | Miscellaneous |
Springfield Trust Co.
![]() Springfield Trust Co. Investment ManagersFinance Founded in 1991, Springfield Trust Co. is a trust company and investment advisor located in Springfield, Missouri | Finance |
First Affirmative Financial Network LLC
![]() First Affirmative Financial Network LLC Investment ManagersFinance First Affirmative Financial Network LLC (First Affirmative) is an independent registered investment advisor headquartered in Colorado Springs, Colorado. Founded in 1999, the firm provides discretionary investment advisory services to individual and institutional clients. First Affirmative provides investment advice consistent with the philosophies of sustainable, responsible, impact (SRI) investing. | Finance |
Transform Wealth LLC
![]() Transform Wealth LLC Investment ManagersFinance Transform Wealth LLC is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded in 1975 to assume the investment advisory business of Carnick & Co., Inc., which was purchased by David Kubik and Nathan Kubik in 2011. In 2016, Carnick & Kubik became a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners Inc. (NASDAQ: FOCS). At the time they were acquired by Focus Operating, Carnick & Kubik changed their name to Carnick & Kubik Group LLC and subsequently became Transform Wealth LLC in 2020. The firm provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
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