JD
James Daley
Chief Compliance Officer at Provident Trust
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Work Experience
Chief Compliance Officer
Jan 2014 - Present · 11 years
provident mutual funds
Chief Compliance Officer
Aug 2012 - Present · 12 years and 5 months
Compliance Officer
Apr 2008 - Mar 2012 · 3 years and 11 months
Company Details
11-50 Employees
Provident Trust Company is an SEC-Registered Investment Advisor and State of Wisconsin Chartered Trust Company with more than $1 billion of assets under management. Provident manages separate portfolios of $1 million or more and a proprietary mutual fund. Provident provides integrated financial forecasting, portfolio management and trust services for our clients. Our investment management expertise and fiduciary powers combine to provide what we believe is a great value to families and businesses seeking a stable group of experienced professionals to manage their financial affairs.
Year Founded
1999
Social Media
Linkedin
Industry
Investment Management
HQ Location
N16 W23217 Stone Ridge Drive Suite: 310 Waukesha, WI 53188, US
Keywords
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