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Mr. Michael Yongue, CFA, is a Chief Compliance Officer & Chief Compliance Officer at Private Wealth Partners LLC.
He has worked in the wealth management industry for 15 years on both the planning and advisory sides.
Prior to joining PWP, Mr. Yongue headed the Wealth Management & Trust department for a regional bank in Marin County.
He earned his undergraduate degree from San Diego State University and his Juris Doctorate from California Western School of Law in San Diego.
He is a CFA Charterholder.
Cargos activos de Michael Yongue
| Empresas | Cargo | Inicio |
|---|---|---|
Private Wealth Partners LLC
 Private Wealth Partners LLC Investment ManagersFinance PWP offers active direct-investment in high-quality individual growth securities of Preferred, REITs and Fixed-income products. The firm employs a Total Return Approach with freedom to strongly tilt towards the most attractive themes, utilizing a breadth of product offerings across all asset classes. | Oficial de Cumplimiento | 01/06/2022 |
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Private Wealth Partners LLC
Private Wealth Partners LLC Investment ManagersFinance PWP offers active direct-investment in high-quality individual growth securities of Preferred, REITs and Fixed-income products. The firm employs a Total Return Approach with freedom to strongly tilt towards the most attractive themes, utilizing a breadth of product offerings across all asset classes. | Finance |
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