Mary Talbutt-Margerum
Portfolio Manager-Equities at Fulton Financial Advisors, NA
Mary Talbutt-Margerum active positions
Companies | Position | Start | End |
---|---|---|---|
Fulton Financial Advisors, NA
Fulton Financial Advisors, NA Investment ManagersFinance Fulton Financial Advisors, NA (FFA) is an investment advisor headquartered in Lancaster, Pennsylvania and was founded in 2000. FFA is a subsidiary of Fulton Bank, NA, which in turn is a subsidiary of Fulton Financial Corp. (NASDAQ: FULT). The firm offers an array of financial products and trust and retirement services. | Portfolio Manager-Equities | 2021-10-31 | - |
Career history of Mary Talbutt-Margerum
Former positions of Mary Talbutt-Margerum
Companies | Position | Start | End |
---|---|---|---|
The Bryn Mawr Trust Co. (Investment Management)
The Bryn Mawr Trust Co. (Investment Management) Investment ManagersFinance The Bryn Mawr Trust Co. (Investment Management) (BMT-IM) is the investment management division of The Bryn Mawr Trust Co., a corporate trustee and fiduciary headquartered in Bryn Mawr, Pennsylvania. They are a subsidiary of WSFS Financial Corp. (NASDAQ: WSFS). BMT-IM offers a wide range of services which includes financial planning and advice, investment management, trust, estate and retirement planning, tax planning, family office services, banking services and institutional trust services to individuals, families, business owners, law firms and corporations. | Head-Fixed Income Invts | 2002-08-31 | 2015-12-31 |
Portfolio Manager-Fixed Income | 2002-08-31 | 2015-12-31 | |
Trading-Fixed Income | 2002-08-31 | 2015-12-31 | |
SEI Investments Management Corp.
SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Corporate Officer/Principal | - | - |
The Bryn Mawr Trust Co.
The Bryn Mawr Trust Co. Investment ManagersFinance Founded in 1889, The Bryn Mawr Trust Co. is a wholly-owned subsidiary of the Bryn Mawr Bank Corp. (NASDAQ: BMTC), a publicly-held, one-bank holding company. The firm is located in Bryn Mawr, Pennsylvania. | Analyst-Fixed Income | - | - |
Head-Fixed Income Invts | - | - | |
Portfolio Manager-Fixed Income | - | - | |
Trading-Fixed Income | - | - | |
Mellon Financial Markets LLC
Mellon Financial Markets LLC Investment Banks/BrokersFinance Founded in 1995, Mellon Financial Markets LLC is an investment banking firm and full-service securities dealer headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of Mellon Financial Corp. (NYSE: MEL). Mellon Financial Markets is an active underwriter and dealer in fixed-income securities including municipal bonds, corporate bonds, mortgage-backed and asset backed securities, U.S. Treasury and agency securities and money market instruments. | Corporate Officer/Principal | 2001-12-30 | 2001-12-30 |
The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Portfolio Manager-Fixed Income | - | 2001-12-30 |
Davidson Trust Co.
Davidson Trust Co. Investment ManagersFinance Founded in 1974, Davidson Trust Co., formerly Davidson Capital Management, is a registered investment advisor located in Devon, Pennsylvania. The firm is a subsidiary of Bryn Mawr Trust Co. and their ultimate parent is the Bryn Mawr Bank Corp. (NASDAQ: BMTC), a publicly-held, one-bank holding company. They provide equity and fixed-income investments for our clients, which include affluent individuals, foundations, endowments, retirement plans and charitable trusts | Head-Fixed Income Invts | 2001-12-31 | - |
Portfolio Manager-Fixed Income | 2001-12-31 | - |
Training of Mary Talbutt-Margerum
Widener University | Masters Business Admin |
Statistics
International
United States | 9 |
Operational
Portfolio Manager-Fixed Income | 4 |
Head-Fixed Income Invts | 3 |
Corporate Officer/Principal | 2 |
Sectoral
Finance | 8 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 7 |
---|---|
The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Finance |
Davidson Trust Co.
Davidson Trust Co. Investment ManagersFinance Founded in 1974, Davidson Trust Co., formerly Davidson Capital Management, is a registered investment advisor located in Devon, Pennsylvania. The firm is a subsidiary of Bryn Mawr Trust Co. and their ultimate parent is the Bryn Mawr Bank Corp. (NASDAQ: BMTC), a publicly-held, one-bank holding company. They provide equity and fixed-income investments for our clients, which include affluent individuals, foundations, endowments, retirement plans and charitable trusts | Finance |
Fulton Financial Advisors, NA
Fulton Financial Advisors, NA Investment ManagersFinance Fulton Financial Advisors, NA (FFA) is an investment advisor headquartered in Lancaster, Pennsylvania and was founded in 2000. FFA is a subsidiary of Fulton Bank, NA, which in turn is a subsidiary of Fulton Financial Corp. (NASDAQ: FULT). The firm offers an array of financial products and trust and retirement services. | Finance |
SEI Investments Management Corp.
SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Finance |
Mellon Financial Markets LLC
Mellon Financial Markets LLC Investment Banks/BrokersFinance Founded in 1995, Mellon Financial Markets LLC is an investment banking firm and full-service securities dealer headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of Mellon Financial Corp. (NYSE: MEL). Mellon Financial Markets is an active underwriter and dealer in fixed-income securities including municipal bonds, corporate bonds, mortgage-backed and asset backed securities, U.S. Treasury and agency securities and money market instruments. | Finance |
The Bryn Mawr Trust Co.
The Bryn Mawr Trust Co. Investment ManagersFinance Founded in 1889, The Bryn Mawr Trust Co. is a wholly-owned subsidiary of the Bryn Mawr Bank Corp. (NASDAQ: BMTC), a publicly-held, one-bank holding company. The firm is located in Bryn Mawr, Pennsylvania. | Finance |
The Bryn Mawr Trust Co. (Investment Management)
The Bryn Mawr Trust Co. (Investment Management) Investment ManagersFinance The Bryn Mawr Trust Co. (Investment Management) (BMT-IM) is the investment management division of The Bryn Mawr Trust Co., a corporate trustee and fiduciary headquartered in Bryn Mawr, Pennsylvania. They are a subsidiary of WSFS Financial Corp. (NASDAQ: WSFS). BMT-IM offers a wide range of services which includes financial planning and advice, investment management, trust, estate and retirement planning, tax planning, family office services, banking services and institutional trust services to individuals, families, business owners, law firms and corporations. | Finance |