Educational Background and Business Experience. Xxxxxx Xxxxxxx Xxxxx was born in 1981. He has a BA in Economics from the College of the Holy Cross, and an MBA from Boston University. He is a Vice President and joined the LPL Research Department in 2011. Prior to joining LPL, he was an Investment Associate at Xxxxxx Investments. Xxxx Xxxxx was born in 1963. He has a BA in History from Villanova University and an MBA in Finance from The College of Xxxxxxx and Xxxx. He joined LPL Financial in April, 2017 as Chief Investment Strategist and Executive Vice President, Research. He has been in the investment business for 30 years, having spent the last 20 years at Xxxxx Fargo, where he held leadership roles in research and investment strategy for the brokerage, asset management and private banking divisions. Xxxxxx Xxxxxx was born in 1960. He has a BA from the University of Iowa. He is Executive Vice President of Trading and Client Compensation at LPL and joined LPL in 2010. Prior to joining LPL, Xx. Xxxxxx was an internal business consultant at Fidelity Investments from 2009 to 2010, and a Vice President at Schwab Institutional prior to 2009. Xxxxxx Xxxxxx White was born in 1969. He has a BBA from the College of Xxxxxxx and Xxxx. He is Managing Director, Investor and Investment Solutions and Chief Investment Officer and has served in that position as Managing Director and Chief Investment Officer since 2009. He joined LPL in 2007 as a Managing Director and Director of Research. Prior to joining LPL, he was Managing Director and Director of Research at Wachovia Securities from 2000 to 2007. Xxxxx Xxxxx Xxxxx-Xxxxx was born in 1976. She has a BA in Math and Economics from Trinity College, an MBA and MSF from Boston College, and a JD from Boston College Law School. She is Senior Vice President and Director of Research at LPL and joined the LPL Research Department in 2006. Prior to joining LPL, she was an analyst at Xxxxxxx Associates. Xxxxxx Xxxxx Xxxxxxx was born in 1981. He has an AB in History from Xxxxx University. He is a Vice President for LPL Financial Research and has been with the firm since 2008. Prior to joining LPL, he served as a Vice President in the Advisory Services Group at Wachovia Securities, LLC. Xxxxxx Xxxxx Xxxxxx was born in 1973. He has a BA in Economics and a BS in Cognitive Science from the University of California at San Diego. He is the Research Operating Officer of LPL, and has served in that position since 2014. Prior to joining LPL, Xx. Xxxxxx was Head of Due Diligence at Fortigent....
Educational Background and Business Experience. Xxxxx Xxxx Xxxxxxx was born in 1967. He has a BA in Philosophy from Haverford College, an MA from the Pennsylvania State University, and a PhD from Boston University. He is an Assistant Vice President and Portfolio Manager for LPL Research and has been with the firm since 2013. Prior to joining LPL, he taught at Harvard University.
Educational Background and Business Experience. Xxxxxx Xxxxx Xxxxxx was born in 1973. He has a BA in Economics and a BS in Cognitive Science from the University of California at San Diego. He is the Research Operating Officer of LPL, and has served in that position since 2014. Prior to joining LPL, Xx. Xxxxxx was Head of Due Diligence at Fortigent. Prior to Fortigent, he was a Due Diligence analyst at Xxxxxx & Associates.
Educational Background and Business Experience. Year of Birth: 1968 Formal Education: Duke University (BA, Economics) Business Background: Chief Technology Officer, Wilshire (01/2021-present) (For the last five years) Industry Partner, Motive Partners (02/2030 – present) Board Member, Paragon Data Labs (11/20 – present) Managing Director, Blackrock (08/1992 – 02/2020) Founding Board Member, Xxxxxxxx.xxx (09/2014 – 11/2019)
Educational Background and Business Experience. Xxxxxx Xxxxxxxxx Equity Analyst Xxxxxx Xxxxxxxxx is an equity analyst and a member of Confluence’s Value Equities Investment Committee. His areas of coverage include Real Estate, Utilities, Leisure and Software Services. Prior to joining Confluence, Xxxxxx worked in the X.X. Xxxxxxx & Sons Investment Banking Group. As a member of the Financial Institutions and Real Estate practice, he assisted clients in raising over $7 billion in capital while advising numerous clients on strategic alternatives, dispositions and acquisitions. Before A.G. Xxxxxxx, Xxxxxx worked at Credit Suisse First Boston in their Capital Markets group and worked within the operations and strategic development of different technology and healthcare start-up firms. Xxxxxx earned his Master of Business Administration, with honors, from the Xxxxxxx X. Xxxx School of Business at the University of Michigan. He graduated cum laude with a Bachelor of Science in engineering in bioengineering and mathematics from the University of Pennsylvania.
Educational Background and Business Experience. Year of Birth: 1959 Formal Education: Heriot-Watt University (BS and MS, Statistics) Business Background: Chief Benchmark Officer, Wilshire (01/2021-present) (For the last five years) Chief Research Officer, FTSE (04/2010 – 06/2020)
Educational Background and Business Experience. Year of Birth: 1966 Formal Education: University of Cambridge, (MA, Law) Business Background: Chief Financial Officer, Wilshire (01/202118 - present) (For the last five years) Chief Financial Officer, Non-Standard Finance plc (08/2014 – 04/2020)
Educational Background and Business Experience. Year of Birth: 1984 Formal Education: University of Colorado, B.S. Finance University of Notre Dame, M.S. Finance Business Background: Senior Vice President, Wilshire (01/2020 – Present) (For the last five years) Vice President, Wilshire (01/2018 – 12/2019) Senior Associate, Wilshire (01/2015 – 12/2017)
Educational Background and Business Experience. Year of Birth: 1980 Formal Education: Macquarie University (Master of Applied Finance) University of Adelaide (Bachelor of Laws) University of Adelaide (Bachelor of Commerce) Business Background: Senior Vice President, Wilshire (01/2021- present) (For the last five years) Vice President, Wilshire (12/2019 – 12/2020) Senior Associate, Wilshire (01/2017 - 12/2019) Associate, Wilshire (01/2015 - 01/2017)
Educational Background and Business Experience. Year of Birth: 1975 Formal Education: New York University, M.B.A. (Finance) University of Washington, B.A. (Business Administration) Business Background: Managing Director, Wilshire (01/2014 – present) (For the last five years) Vice President, Wilshire (2011 – 2013)
