Storia della carriera di Alex Brown
Precedenti posizioni note di Alex Brown
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
MAK Financial Services LLC
 MAK Financial Services LLC Investment ManagersFinance MAK Financial Services LLC (MAK Financial) is a wealth management firm and SEC-registered investment advisor headquartered in Sacramento, California. The firm was founded by Michael Genovese and Lon Burford in 1987 as Genovese Burford & Brothers Wealth and Retirement Plan Management LLC. They are wholly-owned by CapFinancial Partners LLC, ultimately owned by CapFinancial Holdings, Inc. MAK Financial provides wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to fiduciaries of corporate retirement plans. | Amministratore Delegato | 01/01/2020 | 31/03/2021 |
| Membro del Comitato di Investimento | 01/01/2004 | 31/03/2021 | |
| Gestore di Portafoglio-Azioni | 01/01/2004 | 31/03/2021 |
Formazione di Alex Brown
| Brigham Young University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 3 |
Posizioni
| Chief Executive Officer | 1 |
| Investment Committee Member | 1 |
| Portfolio Manager-Equities | 1 |
Settori
| Consumer Services | 2 |
| Finance | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 1 |
|---|---|
MAK Financial Services LLC
MAK Financial Services LLC Investment ManagersFinance MAK Financial Services LLC (MAK Financial) is a wealth management firm and SEC-registered investment advisor headquartered in Sacramento, California. The firm was founded by Michael Genovese and Lon Burford in 1987 as Genovese Burford & Brothers Wealth and Retirement Plan Management LLC. They are wholly-owned by CapFinancial Partners LLC, ultimately owned by CapFinancial Holdings, Inc. MAK Financial provides wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to fiduciaries of corporate retirement plans. | Finance |
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