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Thomas Wopat-Moreau
Portfolio Manager-Equities at Transatlantique Private Wealth LLC
Thomas Wopat-Moreau active positions
Companies | Position | Start | End |
---|---|---|---|
Transatlantique Private Wealth LLC
![]() Transatlantique Private Wealth LLC Investment ManagersFinance Transatlantique Private Wealth LLC (TPW) is a registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2013 and is a wholly-owned subsidiary of Banque Transatlantique SA, ultimately held by Confederation Nationale Crédit Mutuel SA in France. TPW provides investment advisory services on a non-discretionary and discretionary basis primarily to high net worth individuals with international investment exposure. | Portfolio Manager-Equities | 01/07/2020 | - |
Career history of Thomas Wopat-Moreau
Former positions of Thomas Wopat-Moreau
Companies | Position | Start | End |
---|---|---|---|
FOURPOINTS Asset Management, Inc.
![]() FOURPOINTS Asset Management, Inc. Investment ManagersFinance FOURPOINTS Asset Management, Inc. (FOURPOINTS) is an independent wealth management firm headquartered in New York City. The firm was founded by Béatrice Philippe in 1981. FOURPOINTS provides long-only equity investment advisory services to US and European-based individuals and institutions. | Portfolio Manager-Equities | 01/05/2014 | 01/06/2020 |
Beck, Mack & Oliver LLC
![]() Beck, Mack & Oliver LLC Investment ManagersFinance Beck Mack & Oliver LLC (BM&O) is an independent wealth management firm and registered investment advisor headquartered in New York City. The firm was founded in 1931 by T. Edmund Beck and Lewis Mack, who were joined later that year by R. Grant Oliver. BM&O provides asset management services to individual and institutional clients primarily through separately managed accounts. The firm also acts as investment adviser to the Beck, Mack & Oliver Partners Fund. | Corporate Officer/Principal | 01/01/2010 | 01/05/2014 |
Training of Thomas Wopat-Moreau
The College of William & Mary | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Portfolio Manager-Equities | 2 |
Undergraduate Degree | 1 |
Corporate Officer/Principal | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
Beck, Mack & Oliver LLC
![]() Beck, Mack & Oliver LLC Investment ManagersFinance Beck Mack & Oliver LLC (BM&O) is an independent wealth management firm and registered investment advisor headquartered in New York City. The firm was founded in 1931 by T. Edmund Beck and Lewis Mack, who were joined later that year by R. Grant Oliver. BM&O provides asset management services to individual and institutional clients primarily through separately managed accounts. The firm also acts as investment adviser to the Beck, Mack & Oliver Partners Fund. | Finance |
FOURPOINTS Asset Management, Inc.
![]() FOURPOINTS Asset Management, Inc. Investment ManagersFinance FOURPOINTS Asset Management, Inc. (FOURPOINTS) is an independent wealth management firm headquartered in New York City. The firm was founded by Béatrice Philippe in 1981. FOURPOINTS provides long-only equity investment advisory services to US and European-based individuals and institutions. | Finance |
Transatlantique Private Wealth LLC
![]() Transatlantique Private Wealth LLC Investment ManagersFinance Transatlantique Private Wealth LLC (TPW) is a registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2013 and is a wholly-owned subsidiary of Banque Transatlantique SA, ultimately held by Confederation Nationale Crédit Mutuel SA in France. TPW provides investment advisory services on a non-discretionary and discretionary basis primarily to high net worth individuals with international investment exposure. | Finance |
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