Matt M. Myers
Director Ejecutivo en Trutina Financial LLC .
Cargos activos de Matt M. Myers
Empresas | Cargo | Inicio | Fin |
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Trutina Financial LLC
Trutina Financial LLC Investment ManagersFinance Trutina Financial LLC is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 2005 as Bellevue Financial, Inc. They were acquired in 2023 by CapFinancial Partners LLC, which is a subsidiary of The CapFinancial Group LLC. Trutina Financial provides wealth management services to high-net-worth individuals, business owners and families, investment advisory services to fiduciaries of corporate retirement plans, corporate assets, and endowments and foundations of nonprofits. | Director Ejecutivo | - | - |
Gestor de Cartera-Acciones | - | - | |
Portfolio Manager-Fixed Income | - | - |
Historial de carrera de Matt M. Myers
Formación de Matt M. Myers.
University of Washington | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 3 |
Operativa
Chief Executive Officer | 1 |
Portfolio Manager-Equities | 1 |
Portfolio Manager-Fixed Income | 1 |
Sectorial
Finance | 2 |
Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 1 |
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Trutina Financial LLC
Trutina Financial LLC Investment ManagersFinance Trutina Financial LLC is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 2005 as Bellevue Financial, Inc. They were acquired in 2023 by CapFinancial Partners LLC, which is a subsidiary of The CapFinancial Group LLC. Trutina Financial provides wealth management services to high-net-worth individuals, business owners and families, investment advisory services to fiduciaries of corporate retirement plans, corporate assets, and endowments and foundations of nonprofits. | Finance |
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