James Breen
Analyst-Equity en Asset Management for Professionals, Inc. .
Cargos activos de James Breen
Empresas | Cargo | Inicio | Fin |
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Asset Management for Professionals, Inc.
Asset Management for Professionals, Inc. Investment ManagersFinance Asset Management for Professionals, Inc., do-business-as AMP Wealth Management (AMP), is an independent, SEC-registered investment advisor headquartered in Whitefish Bay, Wisconsin. The firm was founded in 1994 by Dr. Jerome Mahalick to provide fellow medical and dental professionals with an academically based investment alternative. AMP provides investment management services primarily to high net-worth individuals, corporations, personal trusts, and qualified retirement plans through model portfolios and collective investment funds offered by financial advisors, broker dealers, registered investment advisory firms, trust companies and platforms. | Analyst-Equity | - | - |
Miembro del Comité de Inversión | - | - | |
Gestor de Cartera-Acciones | - | - |
Historial de carrera de James Breen
Formación de James Breen.
US Military Academy | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 3 |
Operativa
Analyst-Equity | 1 |
Investment Committee Member | 1 |
Portfolio Manager-Equities | 1 |
Sectorial
Consumer Services | 2 |
Finance | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 1 |
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Asset Management for Professionals, Inc.
Asset Management for Professionals, Inc. Investment ManagersFinance Asset Management for Professionals, Inc., do-business-as AMP Wealth Management (AMP), is an independent, SEC-registered investment advisor headquartered in Whitefish Bay, Wisconsin. The firm was founded in 1994 by Dr. Jerome Mahalick to provide fellow medical and dental professionals with an academically based investment alternative. AMP provides investment management services primarily to high net-worth individuals, corporations, personal trusts, and qualified retirement plans through model portfolios and collective investment funds offered by financial advisors, broker dealers, registered investment advisory firms, trust companies and platforms. | Finance |
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