Profil
Mr. Brad Ursillo, CFA, is a Portfolio Manager & Analyst at Golden Capital Management LLC.
Prior to joining GCM in October 2011, he served as an analyst at Wells Capital Management.
He joined WellsCap from Evergreen Investments, where he had served as an analyst since 2007 in Boston, MA.
His prior responsibilities with Evergreen from 2000-2006.
Previously, he worked for two years at Nvest Retirement Services in Boston.
Mr. Ursillo earned a B.A.
from Dartmouth College with a major in Psychology in 1998 and an M.S.
in Mathematical Finance from University of North Carolina at Charlotte in 2007.
He earned the right to use the CFA designation in 2003 and is a member of the Boston Security Analysts Society.
Anciens postes connus de Brad Ursillo
| Sociétés | Poste | Fin |
|---|---|---|
Golden Capital Management LLC
 Golden Capital Management LLC Investment ManagersFinance Founded in 1999 by Greg Golden and Jeff Moser, Golden Capital Management LLC (GCM) is a registered investment advisor located in Charlotte, North Carolina. The firm is a subsidiary of Wells Capital Management, Inc. and their ultimate parent is Wells Fargo & Co. (NYSE: WFC). They provide discretionary and non-discretionary investment advisory services to individuals, pension plans, institutions, investment companies and other types of clients. GCM clients may include affiliates of GCM, including without limitation, Wells Fargo Bank and Wells Fargo Advisors LLC. | Gestionnaire de Portefeuille-Actions | 01/01/2013 |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Analyst-Equity | 30/09/2011 |
Evergreen Investments Associates, Inc.
 Evergreen Investments Associates, Inc. Investment ManagersFinance Evergreen Investments Associates, Inc. provides investment services. The private company is based in Tacoma, WA. | Corporate Officer/Principal | - |
Formation de Brad Ursillo
| Dartmouth College | Undergraduate Degree |
| The University of North Carolina at Charlotte | Graduate Degree |
Expériences
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Finance |
Golden Capital Management LLC
Golden Capital Management LLC Investment ManagersFinance Founded in 1999 by Greg Golden and Jeff Moser, Golden Capital Management LLC (GCM) is a registered investment advisor located in Charlotte, North Carolina. The firm is a subsidiary of Wells Capital Management, Inc. and their ultimate parent is Wells Fargo & Co. (NYSE: WFC). They provide discretionary and non-discretionary investment advisory services to individuals, pension plans, institutions, investment companies and other types of clients. GCM clients may include affiliates of GCM, including without limitation, Wells Fargo Bank and Wells Fargo Advisors LLC. | Finance |
Evergreen Investments Associates, Inc.
Evergreen Investments Associates, Inc. Investment ManagersFinance Evergreen Investments Associates, Inc. provides investment services. The private company is based in Tacoma, WA. | Finance |
