Dana Nathaniel Weinstein
Nessuna posizione attualmente
Storia della carriera di Dana Nathaniel Weinstein
Precedenti posizioni note di Dana Nathaniel Weinstein
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
FCA Corp.
 FCA Corp. Investment ManagersFinance FCA Corp. is a registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Robert W. Scharar in 1975 and is wholly owned by First Commonwealth Holding Corp. FCA provides portfolio management, financial planning and consulting services to individuals, managed entities and open-ended mutual funds. | Corporate Officer/Principal | - | - |
| Pricewaterhouse & Co. | Corporate Officer/Principal | 01/11/1993 | - |
Kanaly Trust LTA
 Kanaly Trust LTA Investment ManagersFinance Founded in 1975, Kanaly Trust LTA is a trust company located in Houston Texas. In 2016, Mercer Advisors Inc, a portfolio company of Genstar Capital LLC, acquired Kanaly Trust LTA, a portfolio company of Lovell Minnick Partners LLC. Kanaly Trust offers financial planning, investment management, trust services and wealth management. Their clients include high net-worth individuals and their families. | Corporate Officer/Principal | 01/01/1998 | - |
Patriot Wealth Management, Inc.
 Patriot Wealth Management, Inc. Investment ManagersFinance Founded in 2004, Patriot Wealth Management, Inc. is a wealth management firm and registered investment advisor located in Houston, Texas. The firm provides discretionary investment management services to individuals, profit sharing plans, business entities, trusts, estates and charitable organizations. | Gestore di Portafoglio-Azioni | 01/09/2004 | - |
Formazione di Dana Nathaniel Weinstein
| The University of Texas at Austin | Undergraduate Degree |
| University of Houston | Graduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 7 |
Posizioni
| Corporate Officer/Principal | 3 |
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
Settori
| Finance | 4 |
| Consumer Services | 3 |
| Commercial Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 4 |
|---|---|
Patriot Wealth Management, Inc.
Patriot Wealth Management, Inc. Investment ManagersFinance Founded in 2004, Patriot Wealth Management, Inc. is a wealth management firm and registered investment advisor located in Houston, Texas. The firm provides discretionary investment management services to individuals, profit sharing plans, business entities, trusts, estates and charitable organizations. | Finance |
Kanaly Trust LTA
Kanaly Trust LTA Investment ManagersFinance Founded in 1975, Kanaly Trust LTA is a trust company located in Houston Texas. In 2016, Mercer Advisors Inc, a portfolio company of Genstar Capital LLC, acquired Kanaly Trust LTA, a portfolio company of Lovell Minnick Partners LLC. Kanaly Trust offers financial planning, investment management, trust services and wealth management. Their clients include high net-worth individuals and their families. | Finance |
FCA Corp.
FCA Corp. Investment ManagersFinance FCA Corp. is a registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Robert W. Scharar in 1975 and is wholly owned by First Commonwealth Holding Corp. FCA provides portfolio management, financial planning and consulting services to individuals, managed entities and open-ended mutual funds. | Finance |
| Pricewaterhouse & Co. | Commercial Services |
