Jeff Powell
Director Ejecutivo en Polaris Equity Management, Inc. .
Cargos activos de Jeff Powell
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
Polaris Equity Management, Inc.
 Polaris Equity Management, Inc. Investment ManagersFinance Polaris Equity Management, Inc. operates as investment advisory firm. It also provides wealth management and financial planning services to its clients. Polaris Equity Management was founded in 1998 and is headquartered in San Francisco, CA. | Director Ejecutivo | 01/07/1998 | - |
| Presidente | 01/07/1998 | - |
Historial de carrera de Jeff Powell
Antiguos cargos conocidos de Jeff Powell.
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
Polaris Wealth Advisory Group LLC
 Polaris Wealth Advisory Group LLC Investment ManagersFinance Polaris Wealth Advisory Group LLC (Polaris) is a SEC-registered investment advisor headquartered in San Rafael, California. The firm was founded in 2011 as Polaris Wealth Advisers LLC and then later changed its name to Polaris Greystone Financial Group LLC. In 2020, the firm changed its name to Polaris Wealth Advisory Group LLC. In 2022, they became a wholly owned subsidiary of Adviser Investments LLC. Polaris provides wealth management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, businesses, unaffiliated investment advisers, and third-party asset management platforms (TAMPs). | Director Ejecutivo | 09/06/2011 | 01/11/2022 |
| Director de Inversiones | 09/06/2011 | 01/11/2022 | |
| Fundador | 09/06/2011 | 01/11/2022 | |
| Miembro del Comité de Inversión | 09/06/2011 | 01/11/2022 | |
| Gestor de Cartera-Acciones | 09/06/2011 | 01/11/2022 | |
| Presidente | 09/06/2011 | 01/11/2022 | |
| Polaris Wealth Advisers LLC | Director de Inversiones | - | 21/10/2015 |
| Gestor de Cartera-Acciones | - | 21/10/2015 | |
| Corporate Officer/Principal | - | 21/10/2015 |
Formación de Jeff Powell.
| University of Oregon | Undergraduate Degree |
Estadísticas
Internacional
| Estados Unidos | 5 |
Operativa
| Chief Investment Officer | 2 |
| Portfolio Manager-Equities | 2 |
| Chief Executive Officer | 2 |
Sectorial
| Finance | 4 |
| Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
| Polaris Wealth Advisers LLC | Finance |
Polaris Wealth Advisory Group LLC
Polaris Wealth Advisory Group LLC Investment ManagersFinance Polaris Wealth Advisory Group LLC (Polaris) is a SEC-registered investment advisor headquartered in San Rafael, California. The firm was founded in 2011 as Polaris Wealth Advisers LLC and then later changed its name to Polaris Greystone Financial Group LLC. In 2020, the firm changed its name to Polaris Wealth Advisory Group LLC. In 2022, they became a wholly owned subsidiary of Adviser Investments LLC. Polaris provides wealth management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, businesses, unaffiliated investment advisers, and third-party asset management platforms (TAMPs). | Finance |
Polaris Equity Management, Inc.
Polaris Equity Management, Inc. Investment ManagersFinance Polaris Equity Management, Inc. operates as investment advisory firm. It also provides wealth management and financial planning services to its clients. Polaris Equity Management was founded in 1998 and is headquartered in San Francisco, CA. | Finance |
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