Profil
Antony Reed Hallada formerly worked at LarsonAllen Financial LLC, as Managing Director, Nuveen Investments, Inc., as Regional Vice President in 2001, John G.
Kinnard & Co., as Vice President in 1998, and CliftonLarsonAllen Wealth Advisors LLC, as Managing Principal from 2012 to 2024.
Mr. Hallada received his undergraduate degree in 1999 from the University of Wisconsin.
Tidigare kända positioner av Tony Hallada
| Företag | Position | Slut |
|---|---|---|
CliftonLarsonAllen Wealth Advisors LLC
CliftonLarsonAllen Wealth Advisors LLC Investment ManagersFinance CLA formulates investment advice and manages client assets using Strategic Asset Allocation policies. The firm uses both actively managed and passive investment vehicles to implement strategies. Each client portfolio is managed with a mix of various asset classes. Products generally consist of ETFs, open-end funds, closed-end funds and individual securities to meet the objectives of each portfolio. | Verkställande Direktör | - |
LarsonAllen Financial LLC
LarsonAllen Financial LLC Investment ManagersFinance Provides accounting services | President | 2013-02-14 |
Nuveen Investments, Inc.
Nuveen Investments, Inc. Investment ManagersFinance Provides investment management and related services to institutional & individual investors | Företagsledare/Principal | 2001-04-30 |
John G. Kinnard & Co.
John G. Kinnard & Co. Investment Banks/BrokersFinance Provides securities brokerage services | Företagsledare/Principal | 1998-12-31 |
Tony Halladas utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
Första gradens relationer
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 5 |
|---|---|
Nuveen Investments, Inc.
Nuveen Investments, Inc. Investment ManagersFinance Provides investment management and related services to institutional & individual investors | Finance |
LarsonAllen Financial LLC
LarsonAllen Financial LLC Investment ManagersFinance Provides accounting services | Finance |
John G. Kinnard & Co.
John G. Kinnard & Co. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
University of Wisconsin
University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CliftonLarsonAllen Wealth Advisors LLC
CliftonLarsonAllen Wealth Advisors LLC Investment ManagersFinance CLA formulates investment advice and manages client assets using Strategic Asset Allocation policies. The firm uses both actively managed and passive investment vehicles to implement strategies. Each client portfolio is managed with a mix of various asset classes. Products generally consist of ETFs, open-end funds, closed-end funds and individual securities to meet the objectives of each portfolio. | Finance |
















