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Peter Clegg Wallace
Analyst-Equity at New England Professional Planning Group, Inc.
Peter Clegg Wallace active positions
Companies | Position | Start | End |
---|---|---|---|
New England Professional Planning Group, Inc.
![]() New England Professional Planning Group, Inc. Investment ManagersFinance New England Professional Planning Group, Inc., do-business-as Professional Planning Group (PPG), is an independent, SEC-registered investment advisor headquartered in Westerly, Rhode Island. The firm was founded by Malcolm A. Makin in 1976. PPG provides discretionary and non-discretionary investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, endowments and foundations. | Analyst-Equity | 01/01/1998 | - |
Portfolio Manager-Equities | 01/01/1998 | - |
Career history of Peter Clegg Wallace
Former positions of Peter Clegg Wallace
Companies | Position | Start | End |
---|---|---|---|
Massachusetts Financial Services Co.
![]() Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., dba MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSX, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Corporate Officer/Principal | - | 31/12/1997 |
Training of Peter Clegg Wallace
Hartwick College | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Analyst-Equity | 1 |
Portfolio Manager-Equities | 1 |
Corporate Officer/Principal | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
---|---|
New England Professional Planning Group, Inc.
![]() New England Professional Planning Group, Inc. Investment ManagersFinance New England Professional Planning Group, Inc., do-business-as Professional Planning Group (PPG), is an independent, SEC-registered investment advisor headquartered in Westerly, Rhode Island. The firm was founded by Malcolm A. Makin in 1976. PPG provides discretionary and non-discretionary investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, endowments and foundations. | Finance |
Massachusetts Financial Services Co.
![]() Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., dba MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSX, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
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