Profile
Charles Warren Ormerod was the founder and had founded NorthStar Asset Management LLC in 2000, where he held the title of Senior Advisor until 2021.
He was also a Director at Chartwell Dividend & Income Fund, Inc. from 1998 to 2011, a Managing Partner at Stratton Management Co. from 1992 to 2000, a Trust Officer at Bankers Trust Co. from 1961 to 1964, and Chief Trust Officer at Continental Bank from 1968 to 1991.
Mr. Ormerod received his undergraduate degree from Trinity College (Connecticut).
Former positions of Warren Ormerod
| Companies | Position | End |
|---|---|---|
NorthStar Asset Management LLC
 NorthStar Asset Management LLC Investment ManagersFinance NorthStar Asset Management LLC (NorthStar) is an independent registered investment advisory and wealth management firm headquartered in Blue Bell, Pennsylvania. The firm was founded by Robert Bobrow in 2000. NorthStar specializes in the individual management of portfolios for individuals, businesses and charitable organizations, and pension and profit-sharing plans on either a discretionary or non-discretionary basis. | Founder | 31/10/2021 |
Chartwell Dividend & Income Fund, Inc.
 Chartwell Dividend & Income Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Chartwell Dividend & Income Fund, Inc. is closed end investment trust. The company was founded on April 6, 1998 headquartered in Plainsboro, NJ. | Director/Board Member | 04/03/2011 |
Stratton Management Co.
 Stratton Management Co. Investment ManagersFinance Founded in 1972, Stratton Management Co. is a registered investment advisor located in King of Prussia, Pennsylvania. The firm is a subsidiary of BB&T Corp. (NYSE: BBT). Stratton's clients include high net-worth individuals and families. They also manage money for institutional clients such as endowment funds, foundations and corporate pension and profit sharing plans. In addition, Stratton Management Co. is the investment advisor to the Stratton Mutual Funds and to various wrap account programs.^ | Portfolio Manager-Equities | 30/04/2000 |
Continental Bank (Plymouth Meeting)
 Continental Bank (Plymouth Meeting) Regional BanksFinance Continental Bank is a state chartered commercial bank. The company is based in Plymouth Meeting, PA. | Corporate Officer/Principal | 31/12/1991 |
Bankers Trust Co. (Des Moines, Iowa)
 Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Portfolio Manager-Equities | 01/01/1964 |
Training of Warren Ormerod
| Trinity College (Connecticut) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
NorthStar Asset Management LLC
NorthStar Asset Management LLC Investment ManagersFinance NorthStar Asset Management LLC (NorthStar) is an independent registered investment advisory and wealth management firm headquartered in Blue Bell, Pennsylvania. The firm was founded by Robert Bobrow in 2000. NorthStar specializes in the individual management of portfolios for individuals, businesses and charitable organizations, and pension and profit-sharing plans on either a discretionary or non-discretionary basis. | Finance |
Stratton Management Co.
Stratton Management Co. Investment ManagersFinance Founded in 1972, Stratton Management Co. is a registered investment advisor located in King of Prussia, Pennsylvania. The firm is a subsidiary of BB&T Corp. (NYSE: BBT). Stratton's clients include high net-worth individuals and families. They also manage money for institutional clients such as endowment funds, foundations and corporate pension and profit sharing plans. In addition, Stratton Management Co. is the investment advisor to the Stratton Mutual Funds and to various wrap account programs.^ | Finance |
Bankers Trust Co. (Des Moines, Iowa)
Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Finance |
Chartwell Dividend & Income Fund, Inc.
Chartwell Dividend & Income Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Chartwell Dividend & Income Fund, Inc. is closed end investment trust. The company was founded on April 6, 1998 headquartered in Plainsboro, NJ. | Miscellaneous |
Continental Bank (Plymouth Meeting)
Continental Bank (Plymouth Meeting) Regional BanksFinance Continental Bank is a state chartered commercial bank. The company is based in Plymouth Meeting, PA. | Finance |
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