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Career history of Vaughn H. Weimer
Former positions of Vaughn H. Weimer
Companies | Position | Start | End |
---|---|---|---|
Oaktree Asset Management LLC
![]() Oaktree Asset Management LLC Investment ManagersFinance Oaktree Asset Management, Inc. (OAM) provides customized investment management services to individuals, corporate and fiduciary accounts. The firm is registered with the SEC. OAM is based in Boca Raton, Florida with an office in New York City. | Portfolio Manager-Equities | 1988-12-31 | 2009-03-04 |
SVB Wealth LLC
![]() SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Portfolio Manager-Equities | 2013-12-31 | - |
Ernst & Young LLP
![]() Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Corporate Officer/Principal | - | - |
Banyan Partners LLC
![]() Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans. | Portfolio Manager-Equities | 2009-02-28 | - |
Fiduciary Counsel, Inc.
![]() Fiduciary Counsel, Inc. Investment ManagersFinance Founded in 1931, Fiduciary Counsel, Inc. offers customized investment management for individuals, trusts, endowments, foundations, pensions and related entities. The firm is located in New York City. | Director of Research - Equity | 1988-12-31 | - |
Portfolio Manager-Equities | 1988-12-31 | - | |
Corporate Officer/Principal | 1988-12-31 | - |
Training of Vaughn H. Weimer
Villanova University | Undergraduate Degree |
Statistics
International
United States | 7 |
Operational
Portfolio Manager-Equities | 4 |
Corporate Officer/Principal | 2 |
Director of Research - Equity | 1 |
Sectoral
Finance | 5 |
Consumer Services | 2 |
Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 5 |
---|---|
Fiduciary Counsel, Inc.
![]() Fiduciary Counsel, Inc. Investment ManagersFinance Founded in 1931, Fiduciary Counsel, Inc. offers customized investment management for individuals, trusts, endowments, foundations, pensions and related entities. The firm is located in New York City. | Finance |
Oaktree Asset Management LLC
![]() Oaktree Asset Management LLC Investment ManagersFinance Oaktree Asset Management, Inc. (OAM) provides customized investment management services to individuals, corporate and fiduciary accounts. The firm is registered with the SEC. OAM is based in Boca Raton, Florida with an office in New York City. | Finance |
Banyan Partners LLC
![]() Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans. | Finance |
Ernst & Young LLP
![]() Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Commercial Services |
SVB Wealth LLC
![]() SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Finance |
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