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Eric Joseph Passeri
Director de Inversiones en TrinityPoint Wealth LLC .
Cargos activos de Eric Joseph Passeri
Empresas | Cargo | Inicio | Fin |
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TrinityPoint Wealth LLC
![]() TrinityPoint Wealth LLC Investment ManagersFinance TrinityPoint Wealth LLC (TPW) is an independent registered wealth management and investment advisory firm headquartered in Milford, Connecticut. The firm is a subsidiary of TrinityPoint Wealth Holdings LLC, which is owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). TPW provides holistic and personalized financial planning and discretionary and nondiscretionary investment advisory services to individuals and families, individuals and families, business owners, retirement plans, or institutions. | Director de Inversiones | 01/06/2018 | - |
Historial de carrera de Eric Joseph Passeri
Antiguos cargos conocidos de Eric Joseph Passeri.
Empresas | Cargo | Inicio | Fin |
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Beirne Wealth Consulting LLC
![]() Beirne Wealth Consulting LLC Investment ManagersFinance Beirne Wealth Consulting LLC (BWC) is privately-owned investment firm headquartered in Shelton, Connecticut with an additional office in Pennsylvania. The firm was founded by John-Oliver Beirne and James Betzig in 2012. BWC provides independent, fee-based wealth management services and innovative financial strategies for individuals, families, business owners and institutions. | Trading-Equity | 01/01/2012 | 01/05/2018 |
Gestor de Cartera-Acciones | 01/01/2012 | 01/05/2018 | |
Portfolio Manager-Fixed Income | 01/01/2012 | 01/05/2018 | |
Trading-Fixed Income | 01/01/2012 | 01/05/2018 | |
Merrill Lynch & Co., Inc. /Old/
![]() Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | 08/01/1993 | - |
Formación de Eric Joseph Passeri.
Fairfield University | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 5 |
Operativa
Trading-Equity | 1 |
Portfolio Manager-Equities | 1 |
Portfolio Manager-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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Beirne Wealth Consulting LLC
![]() Beirne Wealth Consulting LLC Investment ManagersFinance Beirne Wealth Consulting LLC (BWC) is privately-owned investment firm headquartered in Shelton, Connecticut with an additional office in Pennsylvania. The firm was founded by John-Oliver Beirne and James Betzig in 2012. BWC provides independent, fee-based wealth management services and innovative financial strategies for individuals, families, business owners and institutions. | Finance |
Merrill Lynch & Co., Inc. /Old/
![]() Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
TrinityPoint Wealth LLC
![]() TrinityPoint Wealth LLC Investment ManagersFinance TrinityPoint Wealth LLC (TPW) is an independent registered wealth management and investment advisory firm headquartered in Milford, Connecticut. The firm is a subsidiary of TrinityPoint Wealth Holdings LLC, which is owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). TPW provides holistic and personalized financial planning and discretionary and nondiscretionary investment advisory services to individuals and families, individuals and families, business owners, retirement plans, or institutions. | Finance |
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