Origen de la red de primer grado Jason Joffe.
Entidad | Tipo de entidad | Industria | |
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Inlight Wealth Management LLC
Inlight Wealth Management LLC Investment ManagersFinance Inlight Wealth Management LLC is an independent advisory firm that focuses on preserving and growing wealth while simplifying their clients' financial lives. The private company is based in Atlanta, GA and was founded in 2017 by Jason S. Joffe, who has been the CEO since then. The company provides expertise, focus, and execution that enables their clients to delegate the work of managing their wealth. Inlight Wealth Management offers customized solutions and services that are as nuanced as their clients' needs. The company organizes their clients' financial pictures into comprehensive plans, provide reporting on all of their assets, and handle many of the administrative details involved in the implementation and maintenance of their plans.
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| Private Company | Investment Managers | 1 |
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Empresas conectadas a Jason Joffe a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
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Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal | |
Rollins College (Florida) | College/University | Undergraduate Degree | |
THE STEPHAN CO. | Specialty Stores | Chairman |
Estadísticas
Internacional
Estados Unidos | 5 |
Sectorial
Finance | 3 |
Consumer Services | 2 |
Retail Trade | 2 |
Operativa
Portfolio Manager-Equities | 2 |
Chief Executive Officer | 1 |
Founder | 1 |
President | 1 |
Corporate Officer/Principal | 1 |
Las relaciones más conectadas
Insiders | |
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Brian Harper | 5 |
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