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Career history of Don Wilson
Former positions of Don Wilson
Companies | Position | Start | End |
---|---|---|---|
Brightworth LLC
![]() Brightworth LLC Investment ManagersFinance Brightworth LLC is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 1997 by Dave Polstra, Chris Dardaman, Alan Gotthardt, and Ray Padrón. They are a subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSE: CIX) in Canada. Brightworth provides investment management services and wealth counsel to high net-worth individuals, families, trusts, estates, charitable organizations, small business owners, pension plans and profit-sharing plans. | Analyst-Equity | 1998-05-31 | 2023-02-28 |
Chief Investment Officer | 2013-12-31 | 2023-02-28 | |
Investment Committee Member | 2013-12-31 | 2023-02-28 | |
Portfolio Manager-Equities | 2001-05-31 | 2023-02-28 | |
Head of Private Banking | 2013-12-31 | 2023-02-28 |
Training of Don Wilson
Georgia Institute of Technology | Undergraduate Degree |
Statistics
International
United States | 3 |
Operational
Analyst-Equity | 1 |
Chief Investment Officer | 1 |
Investment Committee Member | 1 |
Sectoral
Finance | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
---|---|
Brightworth LLC
![]() Brightworth LLC Investment ManagersFinance Brightworth LLC is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 1997 by Dave Polstra, Chris Dardaman, Alan Gotthardt, and Ray Padrón. They are a subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSE: CIX) in Canada. Brightworth provides investment management services and wealth counsel to high net-worth individuals, families, trusts, estates, charitable organizations, small business owners, pension plans and profit-sharing plans. | Finance |
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