Andy Wallerstein
Chief Executive Officer at Avalon Trust Co.
Andy Wallerstein active positions
| Companies | Position | Start | End |
|---|---|---|---|
Avalon Trust Co.
 Avalon Trust Co. Investment ManagersFinance Avalon Trust Co. is an independent investment firm headquartered in Santa Fe, New Mexico. The firm was founded in 1998 and was acquired by Clearstead Advisors LLC in 2023. Avalon Trust provides investment management services to individuals and families, trusts, non-profits and foundations. | Analyst-Equity | - | - |
| Chief Executive Officer | - | - | |
| Investment Committee Member | - | - | |
| Portfolio Manager-Equities | - | - |
Career history of Andy Wallerstein
Former positions of Andy Wallerstein
| Companies | Position | Start | End |
|---|---|---|---|
Baldwin Brothers LLC
 Baldwin Brothers LLC Investment ManagersFinance Baldwin Brothers LLC is an independent, SEC-registered investment advisor headquartered in Marion, Massachusetts. The firm was founded by Michael Baldwin in 1974 as Baldwin Brothers, Inc. They provide investment supervisory services on both a discretionary and non-discretionary basis to individuals, high net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, business development companies, an investment adviser firm and a variety of business entities. | Portfolio Manager-Equities | - | 31/12/2007 |
The Rhode Island Foundation
 The Rhode Island Foundation Miscellaneous Commercial ServicesCommercial Services The Rhode Island Foundation operates as a community and philanthropic organization. The company was founded by Jesse H. Metcalf in 1916 and is headquartered in Providence, RI. | Corporate Officer/Principal | - | - |
| The Wolf School | Corporate Officer/Principal | - | - |
Training of Andy Wallerstein
| Brown University | Undergraduate Degree |
| University of California, Los Angeles | Masters Business Admin |
Statistics
International
| United States | 7 |
Operational
| Corporate Officer/Principal | 2 |
| Portfolio Manager-Equities | 2 |
| Analyst-Equity | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 3 |
| Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 4 |
|---|---|
Baldwin Brothers LLC
Baldwin Brothers LLC Investment ManagersFinance Baldwin Brothers LLC is an independent, SEC-registered investment advisor headquartered in Marion, Massachusetts. The firm was founded by Michael Baldwin in 1974 as Baldwin Brothers, Inc. They provide investment supervisory services on both a discretionary and non-discretionary basis to individuals, high net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, business development companies, an investment adviser firm and a variety of business entities. | Finance |
Avalon Trust Co.
Avalon Trust Co. Investment ManagersFinance Avalon Trust Co. is an independent investment firm headquartered in Santa Fe, New Mexico. The firm was founded in 1998 and was acquired by Clearstead Advisors LLC in 2023. Avalon Trust provides investment management services to individuals and families, trusts, non-profits and foundations. | Finance |
| The Wolf School | |
The Rhode Island Foundation
The Rhode Island Foundation Miscellaneous Commercial ServicesCommercial Services The Rhode Island Foundation operates as a community and philanthropic organization. The company was founded by Jesse H. Metcalf in 1916 and is headquartered in Providence, RI. | Commercial Services |
- Stock Market
- Insiders
- Andy Wallerstein
- Experience
