Boris Wessely

Boris Wessely

Vice President & Senior Investment Advisor at Sandy Spring Trust
Clarksburg, Maryland, United States

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Work Experience

Sandy Spring Trust

Vice President & Senior Investment Advisor

2013-10-01 - Present

PNC Wealth Management

Vice President, Senior Investment Advisor

2010-10-01 - 2013-10-01

Self employed

Personal Wealth Advisor

2009-04-01 - 2010-10-01

New Mexico Educational Retirement Board

Chief Investment Consultant

2010-01-01 - 2010-04-01

FINRA

Senior Vice President & Chief Investment Officer

2006-10-01 - 2009-04-01

The Baltic American Partnership Fund

Investment Consultant

2003-01-01 - 2006-09-01

Trust for Civil Society in Central and Eastern Europe

Member - Finance Committee

2001-01-01 - 2006-09-01

Rockefeller Brothers Fund

Treasurer / Chief Investment Officer

1999-07-01 - 2006-09-01

Charles E. Culpeper Foundation

Treasurer

1995-10-01 - 1999-06-01

Siemens

Commercial & Finance Manager

1992-11-01 - 1995-05-01

California Urban Investments

Vice President

1986-01-01 - 1992-01-01

Skills

commercial banking retail banking mortgage private banking trust services insurance wealth management banks & credit unions financial services

Languages

English