Perfil
Aaron E.
Stolpen is currently working as an Investment Strategist & Portfolio Manager at Legacy Advisors LLC since 2023.
Prior to this, he worked as a Senior Portfolio Manager at Domani Wealth LLC.
Cargos activos de Aaron Stolpen
| Empresas | Cargo | Inicio |
|---|---|---|
Legacy Advisors LLC
 Legacy Advisors LLC Investment ManagersFinance Founded in 2006, Legacy Advisors LLC is a wealth management firm and registered investment advisor headquartered in Plymouth Meeting, Pennsylvania. The firm offers the following investment advisory services, which are personalized to each individual client: Financial Planning and Consulting Services and Portfolio Management Services. | Gestor de Cartera-Acciones | 01/05/2023 |
Antiguos cargos conocidos de Aaron Stolpen.
| Empresas | Cargo | Fin |
|---|---|---|
Domani Wealth LLC
 Domani Wealth LLC Investment ManagersFinance Domani Wealth LLC is a SEC-registered investment advisor headquartered in Lancaster, Pennsylvania. The firm was founded in 1995 and formerly known as PBWM Holdings LLC and as ParenteBeard Wealth Management LLC. They were acquired in 2023 by Savant Wealth Management LLC, which is ultimately owned by SCMI, Inc. Domani Wealth offers investment management and wealth advisory services for individuals and families, businesses, and family offices. | Gestor de Cartera-Acciones | - |
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Empresas relacionadas
| Empresas privadas | 2 |
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Domani Wealth LLC
Domani Wealth LLC Investment ManagersFinance Domani Wealth LLC is a SEC-registered investment advisor headquartered in Lancaster, Pennsylvania. The firm was founded in 1995 and formerly known as PBWM Holdings LLC and as ParenteBeard Wealth Management LLC. They were acquired in 2023 by Savant Wealth Management LLC, which is ultimately owned by SCMI, Inc. Domani Wealth offers investment management and wealth advisory services for individuals and families, businesses, and family offices. | Finance |
Legacy Advisors LLC
Legacy Advisors LLC Investment ManagersFinance Founded in 2006, Legacy Advisors LLC is a wealth management firm and registered investment advisor headquartered in Plymouth Meeting, Pennsylvania. The firm offers the following investment advisory services, which are personalized to each individual client: Financial Planning and Consulting Services and Portfolio Management Services. | Finance |
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