David Sewall Waddell
Chief Executive Officer at Waddell & Associates LLC
David Sewall Waddell active positions
Companies | Position | Start | End |
---|---|---|---|
Greater Memphis Chamber
Greater Memphis Chamber Miscellaneous Commercial ServicesCommercial Services The Greater Memphis Chamber is a Chamber of Commerce based in Memphis, TN. | Director/Board Member | 01/01/2015 | - |
Waddell & Associates LLC
Waddell & Associates LLC Investment ManagersFinance Waddell & Associates LLC (W&A) is a SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 2016 and succeeded to the advisory business of its predecessor Waddell & Associates, Inc. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). W&A provides financial planning, investment management, and communications services to entrepreneurs, high-net-worth individuals, families, trusts, foundations, pension plans, and institutions. | Chief Executive Officer | 01/04/2016 | - |
Chief Investment Officer | 01/04/2016 | - | |
President | 01/04/2016 | - | |
Market Strategist | 01/04/2016 | - |
Career history of David Sewall Waddell
Former positions of David Sewall Waddell
Companies | Position | Start | End |
---|---|---|---|
AMWJR, Inc.
AMWJR, Inc. Investment ManagersFinance Founded in 1986, Waddell & Associates, Inc. is a registered investment advisor located in Memphis, Tennessee. The firm provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments and other US corporations. | Chief Executive Officer | 01/08/2000 | 01/04/2016 |
President | 01/08/2000 | 01/04/2016 | |
Market Strategist | 01/08/2000 | 01/04/2016 | |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - | - |
Training of David Sewall Waddell
Sewanee-The University of the South | Undergraduate Degree |
Babson College | Masters Business Admin |
Statistics
International
United States | 7 |
Operational
Chief Executive Officer | 2 |
President | 2 |
Market Strategist | 2 |
Sectoral
Finance | 4 |
Consumer Services | 3 |
Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
AMWJR, Inc.
AMWJR, Inc. Investment ManagersFinance Founded in 1986, Waddell & Associates, Inc. is a registered investment advisor located in Memphis, Tennessee. The firm provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments and other US corporations. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
Greater Memphis Chamber
Greater Memphis Chamber Miscellaneous Commercial ServicesCommercial Services The Greater Memphis Chamber is a Chamber of Commerce based in Memphis, TN. | Commercial Services |
Waddell & Associates LLC
Waddell & Associates LLC Investment ManagersFinance Waddell & Associates LLC (W&A) is a SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 2016 and succeeded to the advisory business of its predecessor Waddell & Associates, Inc. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). W&A provides financial planning, investment management, and communications services to entrepreneurs, high-net-worth individuals, families, trusts, foundations, pension plans, and institutions. | Finance |
- Stock Market
- Insiders
- David Sewall Waddell
- Experience