Historial de carrera de Sean Aloysius Bergin
Antiguos cargos conocidos de Sean Aloysius Bergin.
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
Ironview Capital Management LLC
 Ironview Capital Management LLC Investment ManagersFinance Ironview Capital Management LLC (Ironview) is a diversified financial advisory firm headquartered in Conshohocken, Pennsylvania. The firm was founded in 2009 as Bergin & Co. LLC and became Bergin, Roberts & Co. LLC in 2012. They changed their name to Ironview Capital Management LLC in 2016 and are a wholly-owned subsidiary of Ironview FLA LLC. Ironview offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. | Oficial de Cumplimiento | 01/05/2009 | 22/12/2020 |
| Gestor de Cartera-Acciones | 01/05/2009 | 22/12/2020 | |
Citrin Cooperman Wealth Management LP
 Citrin Cooperman Wealth Management LP Investment ManagersFinance Citrin Cooperman Wealth Management LP (CCWM) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Martin Coward, George Dowdye, Hans-Joachim Drescher and Eric Westpal in 1997 as YMSR Advisors, Inc. YMSR merged into CCWM in May 2008. They are a subsidiary of Citrin Cooperman Financial Advisors LP and their ultimate parent is Citrin Cooperman & Co. LLP. CCWM provides portfolio management services to high net-worth individuals, trusts, family entities, pension and profit-sharing plans, charitable organizations, and foundations. | Corporate Officer/Principal | 01/01/2008 | 01/06/2009 |
Formación de Sean Aloysius Bergin.
| The Pennsylvania State University | Undergraduate Degree |
Estadísticas
Internacional
| Estados Unidos | 4 |
Operativa
| Compliance Officer | 1 |
| Portfolio Manager-Equities | 1 |
| Corporate Officer/Principal | 1 |
Sectorial
| Finance | 3 |
| Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Ironview Capital Management LLC
Ironview Capital Management LLC Investment ManagersFinance Ironview Capital Management LLC (Ironview) is a diversified financial advisory firm headquartered in Conshohocken, Pennsylvania. The firm was founded in 2009 as Bergin & Co. LLC and became Bergin, Roberts & Co. LLC in 2012. They changed their name to Ironview Capital Management LLC in 2016 and are a wholly-owned subsidiary of Ironview FLA LLC. Ironview offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. | Finance |
Citrin Cooperman Wealth Management LP
Citrin Cooperman Wealth Management LP Investment ManagersFinance Citrin Cooperman Wealth Management LP (CCWM) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Martin Coward, George Dowdye, Hans-Joachim Drescher and Eric Westpal in 1997 as YMSR Advisors, Inc. YMSR merged into CCWM in May 2008. They are a subsidiary of Citrin Cooperman Financial Advisors LP and their ultimate parent is Citrin Cooperman & Co. LLP. CCWM provides portfolio management services to high net-worth individuals, trusts, family entities, pension and profit-sharing plans, charitable organizations, and foundations. | Finance |
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