John Robert Workman
Analyst-Equity en Pathstone Family Office LLC .
Cargos activos de John Robert Workman
Empresas | Cargo | Inicio | Fin |
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Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a wealth management firm and registered investment advisor headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. They are a wholly-owned by Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | Analyst-Equity | 01/11/2016 | - |
Miembro del Comité de Inversión | 01/11/2016 | - | |
Gestor de Cartera-Acciones | 01/11/2016 | - |
Historial de carrera de John Robert Workman
Antiguos cargos conocidos de John Robert Workman.
Empresas | Cargo | Inicio | Fin |
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WIA, Inc.
WIA, Inc. Investment ManagersFinance WIA, Inc. provides investment advice. The company is headquartered in Portland, OR. | Corporate Officer/Principal | - | - |
Convergent Wealth Advisors LLC
Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Analyst-Equity | 01/05/2007 | - |
Consultor / Asesor | 01/05/2007 | - | |
Miembro del Comité de Inversión | 01/05/2007 | - | |
Estratega de mercado | 16/09/2010 | - |
Formación de John Robert Workman.
Pepperdine University | Graduate Degree |
Estadísticas
Internacional
Estados Unidos | 5 |
Operativa
Analyst-Equity | 2 |
Investment Committee Member | 2 |
Consultant / Advisor | 1 |
Sectorial
Finance | 4 |
Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 3 |
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Convergent Wealth Advisors LLC
Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Finance |
WIA, Inc.
WIA, Inc. Investment ManagersFinance WIA, Inc. provides investment advice. The company is headquartered in Portland, OR. | Finance |
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a wealth management firm and registered investment advisor headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. They are a wholly-owned by Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | Finance |
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