Career history of Eric L. Biegelseisen
Former positions of Eric L. Biegelseisen
| Companies | Position | Start | End |
|---|---|---|---|
Windward Investment Management
 Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston | Analyst-Equity | - | 2010-11-08 |
| Analyst-Fixed Income | - | 2009-05-04 | |
| Investment Committee Member | - | 2010-11-08 | |
Windhaven Investment Management, Inc.
 Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | Analyst-Equity | 2010-12-13 | - |
| Director of Research - Equity | 2010-12-13 | - |
Training of Eric L. Biegelseisen
| Trinity College (Connecticut) | Undergraduate Degree |
| University of Southern California | Graduate Degree |
| Boston University | Masters Business Admin |
Statistics
International
| United States | 5 |
| Israel | 2 |
Operational
| Analyst-Equity | 2 |
| Analyst-Fixed Income | 1 |
| Investment Committee Member | 1 |
Sectoral
| Consumer Services | 4 |
| Finance | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Windward Investment Management
Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston | Finance |
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | Finance |
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