Joel Stephen Edstrom
Fundador en Wescap Management Group, Inc. .
Perfil
Mr. Joel S.
Edstrom, CFA, is a Founder & President at WESCAP Management Group, Inc. He co-founded Wescap Group in 1988 and has over 34 years of investment management and financial planning experience.
Prior to establishing the firm, Mr. Edstrom was the West Coast Manager for Asset Management Group, a national investment advisory and financial planning firm.
He served as a Peace Corps volunteer in Ethiopia from 1968 through 1970.
Mr. Edstrom received Bachelor of Environmental Design (1973) and Bachelor of Civil Engineering (1974) degrees from the University of Minnesota.
He obtained his Masters of Business Administration from UCLA in 1980.
He is a licensed Civil Engineer and a Chartered Financial Analyst-1986.
He is a member of the CFA Institute and the CFA Society of Los Angeles.
Cargos activos de Joel Stephen Edstrom
Empresas | Cargo | Inicio |
---|---|---|
Wescap Management Group, Inc.
Wescap Management Group, Inc. Investment ManagersFinance WESCAP Management Group, Inc., do-business-as WESCAP Group, is an independent, SEC-registered investment advisor and wealth management firm headquartered in Glendale, California. The firm was founded in 1988 by Joel Edstrom and Eric Weinlein. WESCAP Group offers investment management and financial planning services to a diverse client base of high-net-worth individuals and families. | Fundador | 01/01/1988 |
Formación de Joel Stephen Edstrom.
University of Minnesota | Undergraduate Degree |
University of California, Los Angeles | Masters Business Admin |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
Empresas privadas | 1 |
---|---|
Wescap Management Group, Inc.
Wescap Management Group, Inc. Investment ManagersFinance WESCAP Management Group, Inc., do-business-as WESCAP Group, is an independent, SEC-registered investment advisor and wealth management firm headquartered in Glendale, California. The firm was founded in 1988 by Joel Edstrom and Eric Weinlein. WESCAP Group offers investment management and financial planning services to a diverse client base of high-net-worth individuals and families. | Finance |
- Bolsa de valores
- Insiders
- Joel Stephen Edstrom