Rick Weinlein
Director Ejecutivo en Wescap Management Group, Inc. .
Perfil
Mr. Eric A.
Weinlein is a Founder & Chief Financial Officer at Wescap Management Group, Inc. He brings over 34 years of investment management and financial planning experience to Wescap Group.
He works with individual clients, serves on Wescap's Investment Committee, and is the firm’s co-founder and Chief Compliance Officer.
Prior to joining Wescap Group, Mr. Weinlein was a Financial Advisor at Asset Management Group, a national investment advisory firm providing fee-only advice to senior corporate executives.
He began his career in the New York City office of Drexel Burnham Lambert, where he worked as a stock analyst.
Mr. Weinlein received his Bachelor of Arts in Economics from Haverford College in 1981 and a Masters of Business Administration in Finance from UCLA in 1985.
Cargos activos de Rick Weinlein
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. | Director Ejecutivo | 01/01/1988 |
Formación de Rick Weinlein.
University of California, Los Angeles | Masters Business Admin |
Haverford College | Undergraduate Degree |
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
- Rick Weinlein