Derek Robert Stone
Analyst-Equity at Heritage Investors Management Corp.
Derek Robert Stone active positions
| Companies | Position | Start | End |
|---|---|---|---|
Heritage Investors Management Corp.
 Heritage Investors Management Corp. Investment ManagersFinance Heritage Investors Management Corp. (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bethesda, Maryland. The firm was founded by Michael S. Cornfeld in 1974. Heritage manages portfolios of stocks, bonds, exchange traded funds, and money market instruments for individuals, IRAs, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, endowment funds, conservatorships, associations, foundations, donor advised funds, and guardianships. | Analyst-Equity | 01/07/1982 | - |
| Portfolio Manager-Equities | 01/07/1982 | - |
Career history of Derek Robert Stone
Training of Derek Robert Stone
| Harvard University | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
Statistics
International
| United States | 4 |
Operational
| Analyst-Equity | 1 |
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Consumer Services | 3 |
| Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
Heritage Investors Management Corp.
Heritage Investors Management Corp. Investment ManagersFinance Heritage Investors Management Corp. (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bethesda, Maryland. The firm was founded by Michael S. Cornfeld in 1974. Heritage manages portfolios of stocks, bonds, exchange traded funds, and money market instruments for individuals, IRAs, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, endowment funds, conservatorships, associations, foundations, donor advised funds, and guardianships. | Finance |
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