Jason Bear
Director Ejecutivo en Compass Wealth Management LLC (Connecticut) .
Cargos activos de Jason Bear
Empresas | Cargo | Inicio | Fin |
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Compass Wealth Management LLC (Connecticut)
Compass Wealth Management LLC (Connecticut) Investment ManagersFinance Compass Wealth Management LLC (Compass) is an independent, SEC-registered investment advisor headquartered in Guilford, Connecticut. The firm was founded in 1997 by William Matthes and Carolyn Matthes. Compass provides investment advisory services that include listed and over-the-counter securities, corporate, municipal and government bonds such as agencies, mortgaged backed securities, certificates of deposit and exchange traded/index funds to individuals, pension and profit-sharing plans, or charitable organizations. | Director Ejecutivo | 01/10/2015 | - |
Presidente | 01/10/2015 | - |
Historial de carrera de Jason Bear
Formación de Jason Bear.
University of Michigan | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 3 |
Operativa
Chief Executive Officer | 1 |
President | 1 |
Undergraduate Degree | 1 |
Sectorial
Finance | 2 |
Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 1 |
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Compass Wealth Management LLC (Connecticut)
Compass Wealth Management LLC (Connecticut) Investment ManagersFinance Compass Wealth Management LLC (Compass) is an independent, SEC-registered investment advisor headquartered in Guilford, Connecticut. The firm was founded in 1997 by William Matthes and Carolyn Matthes. Compass provides investment advisory services that include listed and over-the-counter securities, corporate, municipal and government bonds such as agencies, mortgaged backed securities, certificates of deposit and exchange traded/index funds to individuals, pension and profit-sharing plans, or charitable organizations. | Finance |
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