Career history of Beverly Troxler O'Grady
Former positions of Beverly Troxler O'Grady
| Companies | Position | Start | End |
|---|---|---|---|
| CHARLES SCHWAB | Director/Board Member | 1991-12-31 | 1993-12-30 |
| THE SWISS HELVETIA FUND INC. | Founder | 1986-12-31 | - |
Fiera Capital, Inc.
 Fiera Capital, Inc. Investment ManagersFinance Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations. | Analyst-Equity | 1972-12-31 | - |
| Analyst-Fixed Income | 1972-12-31 | - | |
| Investment Committee Member | 1972-12-31 | - | |
| Portfolio Manager-Equities | 1972-12-31 | - | |
| Portfolio Manager-Fixed Income | 2012-08-28 | - |
Training of Beverly Troxler O'Grady
| The Trustees of Columbia University in The City of New York | Graduate Degree |
| St. Mary's College (Indiana) | Undergraduate Degree |
Statistics
International
| United States | 6 |
Operational
| Analyst-Equity | 1 |
| Analyst-Fixed Income | 1 |
| Investment Committee Member | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 3 |
| Miscellaneous | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Listed companies | 1 |
|---|---|
| CHARLES SCHWAB | Finance |
| Private companies | 2 |
|---|---|
Fiera Capital, Inc.
Fiera Capital, Inc. Investment ManagersFinance Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations. | Finance |
The Swiss Helvetia Fund, Inc.
 The Swiss Helvetia Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous The Swiss Helvetia Fund, Inc. operates as a non-diversified, closed end investment fund. It intends to seek long-term capital appreciation through investment in equity and equity-linked securities of Swiss companies and it also intends to acquire and hold equity and equity-linked securities of non-Swiss companies in limited instances. The company was founded on October 24, 1986 and is headquartered in Milwaukee, WI. | Miscellaneous |
