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Andrew Pratt
Analyst-Equity en Wiser Wealth Management, Inc. .
Cargos activos de Andrew Pratt
Empresas | Cargo | Inicio | Fin |
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Wiser Wealth Management, Inc.
![]() Wiser Wealth Management, Inc. Investment ManagersFinance Wiser Wealth Management, Inc. (Wiser Wealth) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Marietta, Georgia. The firm was founded by Casey Smith in 2001 as CT Smith Financial Services. Wiser Wealth provides personalized, confidential financial planning and investment management services to individuals, high net-worth individuals, retirement accounts, pension and profit-sharing plans and one private fund. | Analyst-Equity | 01/08/2023 | - |
Gestor de Cartera-Acciones | 01/08/2023 | - |
Historial de carrera de Andrew Pratt
Antiguos cargos conocidos de Andrew Pratt.
Empresas | Cargo | Inicio | Fin |
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HB Weath Management LLC (GA)
![]() HB Weath Management LLC (GA) Investment ManagersFinance HB Wealth Management LLC, dba Homrich Berg (HB), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 1989 by Andy Berg and David Homrich. HB provides individualized and fiduciary wealth management services for families, individuals, and not-for-profit organizations. | Analyst-Equity | 01/07/2012 | 01/08/2023 |
Analista-Renta Fija | 01/07/2012 | 01/08/2023 | |
Homrich & Berg, Inc. (Investment Management)
![]() Homrich & Berg, Inc. (Investment Management) Investment ManagersFinance Homrich & Berg, Inc. (Investment Management) (H&B-IM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Andrew J. Berg in 1989 and is a subsidiary of HB Weath Management LLC. H&B-IM primarily provides wealth management services mainly to individuals and families, but also to trusts, retirement plans, corporate entities, foundations, and family offices. | Analyst-Equity | 01/01/2018 | - |
Formación de Andrew Pratt.
Georgia Institute of Technology | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 5 |
Operativa
Analyst-Equity | 3 |
Undergraduate Degree | 1 |
Analyst-Fixed Income | 1 |
Sectorial
Finance | 4 |
Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 3 |
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Homrich & Berg, Inc. (Investment Management)
![]() Homrich & Berg, Inc. (Investment Management) Investment ManagersFinance Homrich & Berg, Inc. (Investment Management) (H&B-IM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Andrew J. Berg in 1989 and is a subsidiary of HB Weath Management LLC. H&B-IM primarily provides wealth management services mainly to individuals and families, but also to trusts, retirement plans, corporate entities, foundations, and family offices. | Finance |
HB Weath Management LLC (GA)
![]() HB Weath Management LLC (GA) Investment ManagersFinance HB Wealth Management LLC, dba Homrich Berg (HB), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 1989 by Andy Berg and David Homrich. HB provides individualized and fiduciary wealth management services for families, individuals, and not-for-profit organizations. | Finance |
Wiser Wealth Management, Inc.
![]() Wiser Wealth Management, Inc. Investment ManagersFinance Wiser Wealth Management, Inc. (Wiser Wealth) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Marietta, Georgia. The firm was founded by Casey Smith in 2001 as CT Smith Financial Services. Wiser Wealth provides personalized, confidential financial planning and investment management services to individuals, high net-worth individuals, retirement accounts, pension and profit-sharing plans and one private fund. | Finance |
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