William G. McKenna
Profile
Before joining Walnut in 1991, Mr. McKenna spent nearly 15 years with PNC Bank where he served as President and Chief Executive Officer of Provident Capital Mangement, a subsidiary of the bank.
Prior to this post, he was Group Vice President and Chief Investment Officer of the Investment Advisory Department of the Trust Division.
Earlier positions include tours of duty with Weeden & Co., and Mellon Bank.
Walnut and its clients benefit from over 40 years of experience which Mr. McKenna has gained advising both individual and institutional clients.
Mr. McKenna earned a B.S.
from Temple University, is a Chartered Financial Analyst, and is a former president of both the Philadelphia Securities Association and the Financial Analysts of Pennsylvania.
Former positions of William G. McKenna
| Companies | Position | End |
|---|---|---|
Weeden & Co. LP
 Weeden & Co. LP Investment Banks/BrokersFinance Founded in 1922, Weeden & Co. LP is a broker/dealer headquartered in Greenwich, Connecticut with additional offices in Boston, Chicago, Minneapolis and San Francisco. The firm offers a full array of investment services with independent value-added research covering various sectors. Weeden's research goal is to produce independent, actionable long/short ideas that are free from the inherent conflicts created by investment banking. The firm vigilantly monitors proprietary, quantitative and fundamental indicators across all asset classes to identify and communicate important inflection points within the marketplace to clients. Their equities trading division specializes in difficult-to-execute orders. They are a member of the FINRA, NASDAQ and the SIPC. | Corporate Officer/Principal | - |
Mellon Investments Corp.
 Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients. | Corporate Officer/Principal | - |
Walnut Asset Management LLC
 Walnut Asset Management LLC Investment ManagersFinance Founded in 1988, Walnut Asset Management LLC is an investment advisor firm located in Philadelphia. In 2002, the firm merged with Addison Capital Management LLC, also of Philadelphia. Walnut is a subsidiary of Phoenix Investment Partners, Ltd., the investment management arm of The Phoenix Companies (NYSE: PNX). | Portfolio Manager-Equities | - |
Training of William G. McKenna
| Temple University (Pennsylvania) | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 3 |
|---|---|
Walnut Asset Management LLC
Walnut Asset Management LLC Investment ManagersFinance Founded in 1988, Walnut Asset Management LLC is an investment advisor firm located in Philadelphia. In 2002, the firm merged with Addison Capital Management LLC, also of Philadelphia. Walnut is a subsidiary of Phoenix Investment Partners, Ltd., the investment management arm of The Phoenix Companies (NYSE: PNX). | Finance |
Weeden & Co. LP
Weeden & Co. LP Investment Banks/BrokersFinance Founded in 1922, Weeden & Co. LP is a broker/dealer headquartered in Greenwich, Connecticut with additional offices in Boston, Chicago, Minneapolis and San Francisco. The firm offers a full array of investment services with independent value-added research covering various sectors. Weeden's research goal is to produce independent, actionable long/short ideas that are free from the inherent conflicts created by investment banking. The firm vigilantly monitors proprietary, quantitative and fundamental indicators across all asset classes to identify and communicate important inflection points within the marketplace to clients. Their equities trading division specializes in difficult-to-execute orders. They are a member of the FINRA, NASDAQ and the SIPC. | Finance |
Mellon Investments Corp.
Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients. | Finance |
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