Mike Willis active positions
Companies | Position | Start | End |
---|---|---|---|
ONEFUND LLC
ONEFUND LLC Investment ManagersFinance OneFund LLC is a SEC-registered investment advisor and holding firm headquartered in St. Petersburg, Florida. The firm was founded by Mike Willis in 2004 and formerly known as The Index Group, Inc. OneFund serves as the investment adviser to the ONEFUND S&P 500® Equal Weight Index. | Chief Executive Officer | 31/12/2003 | - |
Founder | 31/12/2003 | - | |
Portfolio Manager-Equities | 31/12/2003 | - | |
President | 31/12/2005 | - |
Career history of Mike Willis
Former positions of Mike Willis
Companies | Position | Start | End |
---|---|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | 31/12/2002 | 30/03/2004 |
Painewebber Group, Inc. | Corporate Officer/Principal | 31/12/1998 | 30/12/2002 |
Smith Barney, Inc.
Smith Barney, Inc. Investment Banks/BrokersFinance Smith Barney, Inc. is a broker/dealer located in New York City. The firm is a subsidiary of Citigroup Global Markets Holdings, Inc. and their ultimate parent is Citigroup, Inc. The firm provides an array of trading and execution services for their clients. They do not provide any internal research | Corporate Officer/Principal | 31/12/1993 | 30/12/1998 |
Training of Mike Willis
California Polytechnic State University (San Luis Obispo) | Masters Business Admin |
Statistics
International
United States | 6 |
Operational
Corporate Officer/Principal | 3 |
Chief Executive Officer | 1 |
Founder | 1 |
Sectoral
Finance | 5 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
ONEFUND LLC
ONEFUND LLC Investment ManagersFinance OneFund LLC is a SEC-registered investment advisor and holding firm headquartered in St. Petersburg, Florida. The firm was founded by Mike Willis in 2004 and formerly known as The Index Group, Inc. OneFund serves as the investment adviser to the ONEFUND S&P 500® Equal Weight Index. | Finance |
Smith Barney, Inc.
Smith Barney, Inc. Investment Banks/BrokersFinance Smith Barney, Inc. is a broker/dealer located in New York City. The firm is a subsidiary of Citigroup Global Markets Holdings, Inc. and their ultimate parent is Citigroup, Inc. The firm provides an array of trading and execution services for their clients. They do not provide any internal research | Finance |
Painewebber Group, Inc. | Finance |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
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