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About Carolyn M. Denest of PBWM HOLDINGS LLC

Carolyn M. Denest is Owner at Pbwm Holdings Llc and has been affiliated with Pbwm Holdings Llc since January-2015.

Pbwm Holdings Llc is an investment advisor that manages 888.7 MM dollars in regulatory AUM and has 20 employees, of which 16 perform investment advisory functions. The managers's latest filing has disclosed 258MM in positions, which represents 29% of the manager's regulatory AUM.

For more on Pbwm Holdings Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile


Top 25%
StockAlpha 3 yr performance attributed to stock picking: -7.9%/yr

Co-workers of Carolyn M. Denest at PBWM HOLDINGS LLC

Name Title In Position Since
Scott D. Michael Chief Compliance Officer January-2015
Thomas K. Williams Chief Executive Officer January-2015
Angela M. Stephenson Chief Operations Officer January-2015
Angela R. Gehman Owner January-2015
Christopher M. Stock Owner January-2015
John F. Hensler President/Treasurer January-2015
Henry Posner Member Of Board Of Managers January-2015
Thomas D. Wright Chairman Of The Board January-2015
Robert A. Pietrandrea Member Of Board Of Managers January-2015
Thomas D. Wright Secretary January-2015

PBWM HOLDINGS LLC Month to Date Performance Details

Ticker Size Sector Stock Move Sector Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BSV 24.53327% ETF -0.08% 2.62% -0.22% 0 3%
MO 4.78144% Cons. Staples -9.46% -5.22% -0.2% 0 24%
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Carolyn M. Denest Office Address

LANCASTER, Pennsylvania
UNITED STATES, 17601-5879

Carolyn M. Denest Contact Information

Phone Number: 717-393-9721
Fax Number: 1-877-496-2542



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