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Bob Monte
Amministratore Delegato presso Monte Financial Group LLC
Posizioni attive di Bob Monte
Società | Posizione | Inizio | Fine |
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Monte Financial Group LLC
![]() Monte Financial Group LLC Investment ManagersFinance Monte Financial Group LLC (MFG) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Guilford, Connecticut. The firm was founded by Robert J. Monte in 2009. MFG provides financial planning, investment management, charitable planning, and trust services to individuals and families. | Amministratore Delegato | 19/06/2009 | - |
Direttore degli Investimenti | 19/06/2009 | - | |
Responsabile della Conformità | 19/06/2009 | - | |
Fondatore | 19/06/2009 | - | |
Gestore di Portafoglio-Azioni | 19/06/2009 | - | |
Presidente | 19/06/2009 | - |
Storia della carriera di Bob Monte
Formazione di Bob Monte
University of Connecticut | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 3 |
Posizioni
Chief Executive Officer | 1 |
Chief Investment Officer | 1 |
Compliance Officer | 1 |
Settori
Consumer Services | 2 |
Finance | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 1 |
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Monte Financial Group LLC
![]() Monte Financial Group LLC Investment ManagersFinance Monte Financial Group LLC (MFG) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Guilford, Connecticut. The firm was founded by Robert J. Monte in 2009. MFG provides financial planning, investment management, charitable planning, and trust services to individuals and families. | Finance |
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