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Patrick David Powers
Director de Inversiones en
BFSG LLC
.
Perfil
Mr. Patrick D.
Powers is a Managing Principal at BFSG LLC.
He has over 30 years of investment experience.
He is a member of the Investment Committee.
Mr. Powers was previously employed as a Founder, President & Chief Investment Officer by Powers Capital Investments, Inc., a Vice President by Riverplace Capital Management, Inc., and a Principal by KPMG, Inc.
Mr. Powers has a Bachelor’s degree in Business Administration with a concentration in Accounting from California State University, Fullerton.
Cargos activos de Patrick David Powers
| Empresas | Cargo | Inicio |
|---|---|---|
BFSG LLC
 BFSG LLC Investment ManagersFinance BFSG aims to create fundamentally sound, well-constructed, diversified portfolios tailored to each client’s needs and goals. The firm monitors the investments to evaluate performance against appropriate market-based benchmarks and modify each portfolio strategy as needed to support a measurable outcome. They invest client assets primarily in open-end mutual funds, exchange-traded funds (ETFs), collective investment trusts (CITs), equity securities of individual companies of all market capitalizations, and individual bonds. BFSG has an investment committee, and each division has an investment committee overseeing their investment management processes. | Director de Inversiones | 01/01/2016 |
Antiguos cargos conocidos de Patrick David Powers.
| Empresas | Cargo | Fin |
|---|---|---|
Powers Capital Investments, Inc.
 Powers Capital Investments, Inc. Investment ManagersFinance Profile Unavailabl | Fundador | 01/01/2016 |
Riverplace Capital Management, Inc.
 Riverplace Capital Management, Inc. Investment ManagersFinance Riverplace Capital aims to enhance their clients’ investment income, growth, and tax protection. The firm offers three strategies: income, mid-cap, and large-cap. The primary investment strategy used on client accounts is dynamic asset allocation, meaning that they use an extensive internal watch list, individual as well as sector weightings proactively adjusted to anticipate market conditions, and rebalancing position weightings as necessary. | Analyst-Equity | 05/05/2008 |
KPMG, Inc.
 KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Provides audit and accounting services | Corporate Officer/Principal | - |
Formación de Patrick David Powers.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
13
Relaciones de 1er grado
5
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 5 |
|---|---|
KPMG, Inc.
KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Provides audit and accounting services | Commercial Services |
Riverplace Capital Management, Inc.
Riverplace Capital Management, Inc. Investment ManagersFinance Riverplace Capital aims to enhance their clients’ investment income, growth, and tax protection. The firm offers three strategies: income, mid-cap, and large-cap. The primary investment strategy used on client accounts is dynamic asset allocation, meaning that they use an extensive internal watch list, individual as well as sector weightings proactively adjusted to anticipate market conditions, and rebalancing position weightings as necessary. | Finance |
California State University-Fullerton
 California State University-Fullerton Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Powers Capital Investments, Inc.
Powers Capital Investments, Inc. Investment ManagersFinance Profile Unavailabl | Finance |
BFSG LLC
BFSG LLC Investment ManagersFinance BFSG aims to create fundamentally sound, well-constructed, diversified portfolios tailored to each client’s needs and goals. The firm monitors the investments to evaluate performance against appropriate market-based benchmarks and modify each portfolio strategy as needed to support a measurable outcome. They invest client assets primarily in open-end mutual funds, exchange-traded funds (ETFs), collective investment trusts (CITs), equity securities of individual companies of all market capitalizations, and individual bonds. BFSG has an investment committee, and each division has an investment committee overseeing their investment management processes. | Finance |
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