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Wesley Cullinane
Analyst-Equity at Heritage Wealth Advisors LLC
Wesley Cullinane active positions
Companies | Position | Start | End |
---|---|---|---|
Heritage Wealth Advisors LLC
![]() Heritage Wealth Advisors LLC Investment ManagersFinance Heritage Wealth Advisors LLC (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Richmond, Virginia. The firm was founded in 2005 by Dee Ann Remo. Heritage offers investment advisory services to individuals, high net worth individuals, families, trusts and estates, business entities, non-profit organizations, retirement plans and other profit-sharing plans. | Analyst-Equity | 31/08/2023 | - |
Career history of Wesley Cullinane
Former positions of Wesley Cullinane
Companies | Position | Start | End |
---|---|---|---|
Mangham Associates, Inc.
![]() Mangham Associates, Inc. Investment ManagersFinance Mangham Associates, Inc. is an independent, SEC-registered investment advisor headquartered in Charlottesville, Virginia. The firm was founded by Joel R. Mangham in 1991. Mangham Associates provides investment advisory and management services to non-profits, such as endowments and foundations, and high-net-worth individuals and families. They also serve as the investment manager to privately offered pooled investment vehicles. | Analyst-Equity | 31/12/2021 | 30/09/2023 |
Training of Wesley Cullinane
Bentley University | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Analyst-Equity | 2 |
Undergraduate Degree | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
---|---|
Mangham Associates, Inc.
![]() Mangham Associates, Inc. Investment ManagersFinance Mangham Associates, Inc. is an independent, SEC-registered investment advisor headquartered in Charlottesville, Virginia. The firm was founded by Joel R. Mangham in 1991. Mangham Associates provides investment advisory and management services to non-profits, such as endowments and foundations, and high-net-worth individuals and families. They also serve as the investment manager to privately offered pooled investment vehicles. | Finance |
Heritage Wealth Advisors LLC
![]() Heritage Wealth Advisors LLC Investment ManagersFinance Heritage Wealth Advisors LLC (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Richmond, Virginia. The firm was founded in 2005 by Dee Ann Remo. Heritage offers investment advisory services to individuals, high net worth individuals, families, trusts and estates, business entities, non-profit organizations, retirement plans and other profit-sharing plans. | Finance |
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