Career history of Warren Ormerod
Former positions of Warren Ormerod
Companies | Position | Start | 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 | 01/05/2000 | 31/10/2021 |
Portfolio Manager-Equities | 01/05/2000 | 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 | 12/03/2010 | 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 | 01/01/1992 | 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 | 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 | 01/01/1961 | 01/01/1964 |
Training of Warren Ormerod
Trinity College (Connecticut) | Undergraduate Degree |
Statistics
International
United States | 7 |
Operational
Portfolio Manager-Equities | 3 |
Founder | 1 |
Director/Board Member | 1 |
Sectoral
Finance | 5 |
Miscellaneous | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
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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