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Michael Claude Provine
Portfolio Manager-Equities at Cary Street Partners Investment Advisory LLC
Michael Claude Provine active positions
Companies | Position | Start | End |
---|---|---|---|
Cary Street Partners Investment Advisory LLC
![]() Cary Street Partners Investment Advisory LLC Investment ManagersFinance Cary Street Partners Investment Advisory LLC (Cary Street Partners) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2003 and is a wholly-owned subsidiary of Cary Street Partners Financial LLC (formerly Luxon Financial LLC). Cary Street Partners provides individualized non-discretionary and discretionary advisory services to individuals, pension or profit-sharing plans, trusts, estates or non-profit organizations, corporations or other business entities and governmental entities, educational institutions, as well as banks or thrift institutions. | Portfolio Manager-Equities | - | - |
Career history of Michael Claude Provine
Former positions of Michael Claude Provine
Companies | Position | Start | End |
---|---|---|---|
Tradition Asset Management LLC
![]() Tradition Asset Management LLC Investment ManagersFinance Tradition Asset Management LLC (Tradition AM) is an investment advisory firm headquartered in Richmond, Virginia. The firm was founded by Michael Provine and Christopher Trompeter in 2018 and is owned by Cary Street Partners Financial LLC. Tradition AM provides investment advice to individual and institutional clients. | Founder | 31/12/2017 | 31/05/2020 |
Portfolio Manager-Equities | 31/12/2017 | 31/05/2020 | |
Candor Wealth Advisors LLC
![]() Candor Wealth Advisors LLC Investment ManagersFinance Candor Wealth Advisors LLC is a registered investment advisor located in Summit, New Jersey. The firm provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions and foundations, with emphasis on services to individuals and high net-worth individuals and their related entities. | Chief Executive Officer | - | 04/01/2016 |
Compliance Officer | - | 04/01/2016 | |
Founder | - | 04/01/2016 | |
Portfolio Manager-Equities | - | 04/01/2016 | |
Portfolio Manager-Fixed Income | - | 04/01/2016 | |
Head of Private Banking | - | 04/01/2016 | |
Brundage, Story & Rose LLC
![]() Brundage, Story & Rose LLC Investment ManagersFinance Brundage, Story & Rose LLC provides investment advice. The company is based in New York, NY. Brundage, Story & Rose was acquired by Bessemer Trust Co., NA on August 04, 2000. | Corporate Officer/Principal | - | - |
Tradition Capital Management LLC
![]() Tradition Capital Management LLC Investment ManagersFinance Founded in 2000 by Benjamin Halliburton and Christopher Trompeter, Tradition Capital Management LLC is a registered investment advisor located in Summit, New Jersey. | Compliance Officer | 31/12/1999 | - |
Founder | 31/12/1999 | - | |
Portfolio Manager-Equities | 31/12/1999 | - |
Training of Michael Claude Provine
Temple University (Pennsylvania) | Graduate Degree |
St. Joseph's University | Undergraduate Degree |
Statistics
International
United States | 8 |
Operational
Portfolio Manager-Equities | 4 |
Founder | 3 |
Compliance Officer | 2 |
Sectoral
Finance | 6 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 5 |
---|---|
Brundage, Story & Rose LLC
![]() Brundage, Story & Rose LLC Investment ManagersFinance Brundage, Story & Rose LLC provides investment advice. The company is based in New York, NY. Brundage, Story & Rose was acquired by Bessemer Trust Co., NA on August 04, 2000. | Finance |
Tradition Capital Management LLC
![]() Tradition Capital Management LLC Investment ManagersFinance Founded in 2000 by Benjamin Halliburton and Christopher Trompeter, Tradition Capital Management LLC is a registered investment advisor located in Summit, New Jersey. | Finance |
Candor Wealth Advisors LLC
![]() Candor Wealth Advisors LLC Investment ManagersFinance Candor Wealth Advisors LLC is a registered investment advisor located in Summit, New Jersey. The firm provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions and foundations, with emphasis on services to individuals and high net-worth individuals and their related entities. | Finance |
Cary Street Partners Investment Advisory LLC
![]() Cary Street Partners Investment Advisory LLC Investment ManagersFinance Cary Street Partners Investment Advisory LLC (Cary Street Partners) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2003 and is a wholly-owned subsidiary of Cary Street Partners Financial LLC (formerly Luxon Financial LLC). Cary Street Partners provides individualized non-discretionary and discretionary advisory services to individuals, pension or profit-sharing plans, trusts, estates or non-profit organizations, corporations or other business entities and governmental entities, educational institutions, as well as banks or thrift institutions. | Finance |
Tradition Asset Management LLC
![]() Tradition Asset Management LLC Investment ManagersFinance Tradition Asset Management LLC (Tradition AM) is an investment advisory firm headquartered in Richmond, Virginia. The firm was founded by Michael Provine and Christopher Trompeter in 2018 and is owned by Cary Street Partners Financial LLC. Tradition AM provides investment advice to individual and institutional clients. | Finance |