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Brett Sohns
Amministratore Delegato presso Lifegoal Investments LLC
Profilo
Brett Richard Sohns is the founder of Lifegoal Investments LLC, founded in 2021.
He worked as an Associate at BlackRock Advisors LLC from 2011 to 2012 and as a Vice President at Advisors Asset Management, Inc. from 2019 to 2021.
Mr. Sohns received his undergraduate degree in 2006 and his MBA in 2007 from Iona College.
Posizioni attive di Brett Sohns
Società | Posizione | Inizio |
---|---|---|
Lifegoal Investments LLC
![]() Lifegoal Investments LLC Investment ManagersFinance Lifegoal Investments LLC provides investment advice. The private company is based in Saratoga Springs, NY and has subsidiaries in the United States. The company was founded in 2021 by Brett Richard Sohns, who has been the CEO since 2021. | Amministratore Delegato | 01/05/2021 |
Precedenti posizioni note di Brett Sohns
Società | Posizione | Fine |
---|---|---|
Advisors Asset Management, Inc.
![]() Advisors Asset Management, Inc. Investment ManagersFinance Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor headquartered in Monument, Colorado. The firm was founded in 1979 as Fixed Income Securities LP. In 2023, Sun Life Capital Management (US) LLC, a subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada, acquired a 51 percent majority stake in the firm. AAM provides portfolio supervisory and evaluation services to AAM-sponsored unit investment trusts (UITs). They also offer separately managed account (SMA) advisory services to individuals, banking or thrift institutions, trusts, estates, broker-dealers, investment advisers, investment companies, corporations, pension or profit-sharing plans and charitable organizations. | Corporate Officer/Principal | 01/09/2021 |
BlackRock Advisors LLC
![]() BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Corporate Officer/Principal | 01/03/2012 |
Formazione di Brett Sohns
Iona College | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 3 |
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BlackRock Advisors LLC
![]() BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Finance |
Advisors Asset Management, Inc.
![]() Advisors Asset Management, Inc. Investment ManagersFinance Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor headquartered in Monument, Colorado. The firm was founded in 1979 as Fixed Income Securities LP. In 2023, Sun Life Capital Management (US) LLC, a subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada, acquired a 51 percent majority stake in the firm. AAM provides portfolio supervisory and evaluation services to AAM-sponsored unit investment trusts (UITs). They also offer separately managed account (SMA) advisory services to individuals, banking or thrift institutions, trusts, estates, broker-dealers, investment advisers, investment companies, corporations, pension or profit-sharing plans and charitable organizations. | Finance |
Lifegoal Investments LLC
![]() Lifegoal Investments LLC Investment ManagersFinance Lifegoal Investments LLC provides investment advice. The private company is based in Saratoga Springs, NY and has subsidiaries in the United States. The company was founded in 2021 by Brett Richard Sohns, who has been the CEO since 2021. | Finance |
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