Doug Price
Gestore di Portafoglio-Azioni presso Capital Advisors Ltd. LLC
Profilo
Mr. Douglas A.
Price is a Senior Manager at Capital Advisors Ltd.
LLC.
His areas of focus are assisting doctors, business owners and retirees with financial, investment and estate planning issues.
Mr. Price has over 20 years of banking, insurance, trust, investment and financial planning experience.
Before joining Capital Advisors, Ltd in 2008, he served as Vice President in Private Client Services at a regional Cleveland bank where he primarily managed relationships for investment management and trust clients.
He received his BA degree in Economics from Denison University and an MA degree in Economics from Case Western Reserve University.
Posizioni attive di Doug Price
Società | Posizione | Inizio |
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Capital Advisors Ltd. LLC
Capital Advisors Ltd. LLC Investment ManagersFinance Capital Advisors Ltd. LLC (Capital Advisors) is an independent registered investment advisor and wealth management firm headquartered in Shaker Heights, Ohio. The firm was founded in 1999 and is principally owned by Mark Ciulla and Neil R. Waxman. Capital Advisors provides a comprehensive objective and solutions-oriented approach to wealth management and financial planning for successful individuals and family business owners. | Gestore di Portafoglio-Azioni | 01/05/2008 |
Formazione di Doug Price
Denison University | Undergraduate Degree |
Case Western Reserve University | Graduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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Capital Advisors Ltd. LLC
Capital Advisors Ltd. LLC Investment ManagersFinance Capital Advisors Ltd. LLC (Capital Advisors) is an independent registered investment advisor and wealth management firm headquartered in Shaker Heights, Ohio. The firm was founded in 1999 and is principally owned by Mark Ciulla and Neil R. Waxman. Capital Advisors provides a comprehensive objective and solutions-oriented approach to wealth management and financial planning for successful individuals and family business owners. | Finance |
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