Storia della carriera di Ben Jones
Precedenti posizioni note di Ben Jones
Società | Posizione | Inizio | Fine |
---|---|---|---|
Allegiant Private Advisors LLC
Allegiant Private Advisors LLC Investment ManagersFinance Allegiant Private Advisors LLC (Allegiant) is a wealth management firm headquartered in Sarasota, Florida. The firm was founded by Marty Kossoff in 2014 as Kerkering Barberio Financial Services (KBFS) and rebranded as Allegiant Private Advisors in 2015. They were acquired by Mariner Wealth Advisors LLC in 2021. Allegiant provides customized wealth management solutions for high-net-worth individuals, families, entrepreneurs, non-profit organizations, and foundations. | Direttore degli Investimenti | 01/01/2005 | 31/07/2021 |
Direttore della Ricerca - Azioni | 01/01/2005 | 31/07/2021 | |
Presidente | 01/01/2005 | 31/07/2021 |
Formazione di Ben Jones
Bates College | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 3 |
Posizioni
Chief Investment Officer | 1 |
Director of Research - Equity | 1 |
President | 1 |
Settori
Finance | 2 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 1 |
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Allegiant Private Advisors LLC
Allegiant Private Advisors LLC Investment ManagersFinance Allegiant Private Advisors LLC (Allegiant) is a wealth management firm headquartered in Sarasota, Florida. The firm was founded by Marty Kossoff in 2014 as Kerkering Barberio Financial Services (KBFS) and rebranded as Allegiant Private Advisors in 2015. They were acquired by Mariner Wealth Advisors LLC in 2021. Allegiant provides customized wealth management solutions for high-net-worth individuals, families, entrepreneurs, non-profit organizations, and foundations. | Finance |
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