Posizioni attive di Dave Barton
Società | Posizione | Inizio | Fine |
---|---|---|---|
Mercer Global Advisors, Inc.
Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Global Advisors, Inc. (Mercer Advisors) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by Kendrick Mercer in 1985. They are a subsidiary of Mercer Advisors Intermediate Holdings, Inc., ultimately owned by OG Crimson Holdings LP. Mercer Advisors provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. | Corporate Officer/Principal | 01/01/2021 | - |
Amministratore Delegato | 01/01/2008 | 01/01/2017 | |
Presidente | 01/01/2000 | 01/01/2008 | |
Responsabile della Conformità | 01/01/2017 | 01/01/2021 | |
Presidente | 01/01/2017 | 01/01/2021 | |
Mercer Advisors, Inc.
Mercer Advisors, Inc. Investment ManagersFinance Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO. | Direttore/Membro del Consiglio | - | - |
Fondatore | 01/01/1985 | - |
Storia della carriera di Dave Barton
Precedenti posizioni note di Dave Barton
Società | Posizione | Inizio | Fine |
---|---|---|---|
California State Bar Association | Corporate Officer/Principal | 01/01/1992 | 15/05/2014 |
Formazione di Dave Barton
University of the Pacific | Graduate Degree |
University of California, Irvine | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 6 |
Posizioni
Corporate Officer/Principal | 2 |
Graduate Degree | 1 |
Undergraduate Degree | 1 |
Settori
Consumer Services | 3 |
Finance | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 3 |
---|---|
California State Bar Association | |
Mercer Global Advisors, Inc.
Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Global Advisors, Inc. (Mercer Advisors) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by Kendrick Mercer in 1985. They are a subsidiary of Mercer Advisors Intermediate Holdings, Inc., ultimately owned by OG Crimson Holdings LP. Mercer Advisors provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. | Finance |
Mercer Advisors, Inc.
Mercer Advisors, Inc. Investment ManagersFinance Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO. | Finance |
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