Kevin Donald Dorwin
Portfolio Manager-Equities at Cerity Partners LLC
Kevin Donald Dorwin active positions
Companies | Position | Start | End |
---|---|---|---|
Cerity Partners LLC
Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Portfolio Manager-Equities | 2021-11-22 | - |
Career history of Kevin Donald Dorwin
Former positions of Kevin Donald Dorwin
Companies | Position | Start | End |
---|---|---|---|
Bingham, Osborn & Scarborough LLC
Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name. | Chief Executive Officer | 2019-12-31 | 2021-11-22 |
Portfolio Manager-Equities | 2004-05-31 | 2021-11-22 | |
Visa International, Inc.
Visa International, Inc. Finance/Rental/LeasingFinance Visa International, Inc. provides credit card services. The company was founded by Dee Hock and is headquartered in Foster City, CA. | Corporate Officer/Principal | - | - |
Washington Mutual Card Services
Washington Mutual Card Services Finance/Rental/LeasingFinance Washington Mutual Card Services provides credit card and deposit products to middle market consumers. The company is headquartered in San Francisco, CA. | Corporate Officer/Principal | - | - |
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Corporate Officer/Principal | - | - |
Training of Kevin Donald Dorwin
University of California, Davis | Undergraduate Degree |
University of Southern California | Masters Business Admin |
Statistics
International
United States | 8 |
Operational
Corporate Officer/Principal | 3 |
Portfolio Manager-Equities | 2 |
Chief Executive Officer | 1 |
Sectoral
Finance | 6 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 5 |
---|---|
Bingham, Osborn & Scarborough LLC
Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name. | Finance |
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Finance |
Washington Mutual Card Services
Washington Mutual Card Services Finance/Rental/LeasingFinance Washington Mutual Card Services provides credit card and deposit products to middle market consumers. The company is headquartered in San Francisco, CA. | Finance |
Visa International, Inc.
Visa International, Inc. Finance/Rental/LeasingFinance Visa International, Inc. provides credit card services. The company was founded by Dee Hock and is headquartered in Foster City, CA. | Finance |
Cerity Partners LLC
Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Finance |
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