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Erle Bean Savage
Analyst-Equity at The Oak Ridge Financial Services Group, Inc.
Erle Bean Savage active positions
Companies | Position | Start | End |
---|---|---|---|
The Oak Ridge Financial Services Group, Inc.
![]() The Oak Ridge Financial Services Group, Inc. Investment Banks/BrokersFinance Founded in 1997, Oak Ridge Financial Services Group, Inc. is an independent, full-service financial services firm and SEC-registered broker/dealer located in Golden Valley, Minnesota. The firm was formerly known as Equity Securities Investments, Inc. Oak Ridge Financial Services Group provides a full array of trading and execution services to individual, institutional and corporate clients. They do not provide any internal research. They are a member of FINRA. The firm maintains clearing relationships with both Southwest Securities, Inc. and J.P. Morgan Clearing Corp. | Analyst-Equity | 2023-08-31 | - |
Career history of Erle Bean Savage
Former positions of Erle Bean Savage
Companies | Position | Start | End |
---|---|---|---|
Regan Investments, Inc.
![]() Regan Investments, Inc. Investment ManagersFinance Regan Investments, Inc. (RII) is an independent, SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Robert M. Regan in 1967. RII provides investment management services to individuals, trusts, corporations, and non-profits. | Portfolio Manager-Equities | 2007-08-31 | 2023-02-28 |
Portfolio Manager-Fixed Income | 2007-08-31 | 2023-02-28 | |
UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | - | - |
Piper Sandler & Co.
![]() Piper Sandler & Co. Investment Banks/BrokersFinance Piper Sandler & Co. operates as an investment company, which engages in the provision of securities brokerage and investment banking services. The company is headquartered in Minneapolis, MN. | Corporate Officer/Principal | - | - |
Training of Erle Bean Savage
Metropolitan State University | Undergraduate Degree |
Statistics
International
United States | 6 |
Operational
Corporate Officer/Principal | 2 |
Portfolio Manager-Equities | 1 |
Portfolio Manager-Fixed Income | 1 |
Sectoral
Finance | 5 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
The Oak Ridge Financial Services Group, Inc.
![]() The Oak Ridge Financial Services Group, Inc. Investment Banks/BrokersFinance Founded in 1997, Oak Ridge Financial Services Group, Inc. is an independent, full-service financial services firm and SEC-registered broker/dealer located in Golden Valley, Minnesota. The firm was formerly known as Equity Securities Investments, Inc. Oak Ridge Financial Services Group provides a full array of trading and execution services to individual, institutional and corporate clients. They do not provide any internal research. They are a member of FINRA. The firm maintains clearing relationships with both Southwest Securities, Inc. and J.P. Morgan Clearing Corp. | Finance |
Regan Investments, Inc.
![]() Regan Investments, Inc. Investment ManagersFinance Regan Investments, Inc. (RII) is an independent, SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Robert M. Regan in 1967. RII provides investment management services to individuals, trusts, corporations, and non-profits. | Finance |
Piper Sandler & Co.
![]() Piper Sandler & Co. Investment Banks/BrokersFinance Piper Sandler & Co. operates as an investment company, which engages in the provision of securities brokerage and investment banking services. The company is headquartered in Minneapolis, MN. | Finance |
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