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The Uniform Prudent Investor Act (UPIA), which was adopted in 1992 by the American Law Institute 's Third Restatement of the Law of Trusts ("Restatement of Trust 3d "), reflects a "modern portfolio theory" and "total return" approach to the exercise of fiduciary investment discretion.
asset management. Revenue. $651.1 million USD (FY 2012) Number of employees. 2,700 employees and advisors. Website. www.ladenburg.com. Ladenburg Thalmann Financial Services is a diversified financial services company with two primary business lines: independent brokerage and advisory and investment banking and capital markets. The company is ...
Map of Wells Fargo branches in August 2015 Wells Fargo branch in Berkeley, California A former Wachovia branch converted to Wells Fargo in the fall of 2011 in Durham, North Carolina American Express Co. early receipts (1853, 1869) Stagecoach with Christmas gifts Wells Fargo Bank San Francisco Wells Fargo & Co. Express building circa 1860, Stockton, California Mud wagon — Wells Fargo U.S ...
Brad Gerstner. Bradley Thomas Gerstner (born May 4, 1971) is an American investor and hedge fund manager. He is Founder, chairman and CEO of Altimeter Capital. Gerstner appeared on the 2022 Forbes Midas List after his firm's successful investments in Snowflake and Grab. [2]
Oppenheimer Holdings Inc. is an American multinational independent investment bank and financial services company offering investment banking, financial advisory services, capital markets services, asset management, wealth management, and related products and services worldwide. The company, which once occupied the One World Financial Center ...
AUM. $168.9 billion (March 31, 2021) Number of employees. 581 (December 31, 2020) Website. virtus .com. Virtus Investment Partners, Inc. operates a multi-manager asset management business, comprising a number of individual affiliated managers, each having its own investment process and brand, and the services of unaffiliated sub advisers.
Wells Fargo. Divisions. Private Client Group (PCG), Wealth Brokerage Services (WBS) – (Bank Brokerage), FiNet, RIA Custody. Website. www.wellsfargoadvisors.com. Wells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the third largest brokerage firm in the United States as of June 30, 2021 with $1.9 trillion ...
Proxy firm. A proxy firm (also a proxy advisor, proxy adviser, proxy voting agency, vote service provider or shareholder voting research provider or proxy voting advisory businesses (PVABs)) provides services to shareholders (in most cases an institutional investor of some type) to vote their shares at shareholder meetings of, usually, listed ...