Douglas Bolles
Gestore di Portafoglio-Azioni presso WorthPointe LLC
Profilo
Mr. Douglas G.
Bolles is a Wealth Manager at WorthPointe LLC.
Before joining WorthPointe, Mr. Bolles was Executive Vice President and Chief Investment Officer of Southside Bank Wealth Management.
Mr. Bolles is a graduate of Bowdoin College, the New England School of Banking at Williams College, the ABA Wealth Management School at Emory University and the Texas Trust School at SMU.
Posizioni attive di Douglas Bolles
| Società | Posizione | Inizio |
|---|---|---|
WorthPointe LLC
 WorthPointe LLC Investment ManagersFinance WorthPointe LLC is an independent registered investment advisor headquartered in La Jolla, California. The firm was founded by Christopher P. Vanslyke. WorthPointe offers personalized investment supervisory services to individuals, high net worth individuals, corporations and pension and profit-sharing plans. | Gestore di Portafoglio-Azioni | 01/11/2019 |
Precedenti posizioni note di Douglas Bolles
| Società | Posizione | Fine |
|---|---|---|
Hope Global Investment Fund
 Hope Global Investment Fund Investment Trusts/Mutual FundsMiscellaneous HOPE International Credit Corp. provides loans to enable sustainable economic development. The firm offers microfinance programs, microfinance plus programs which incorporate health care, literacy training, or other community empowerment initiatives outside the realm of traditional microfinance, savings-led microfinance programs and small and medium enterprise development programs. The company was founded by Jeff Rutt in 1997 and is headquartered in San Francisco, CA. | Direttore/Membro del Consiglio | - |
Formazione di Douglas Bolles
| Bowdoin College | Undergraduate Degree |
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 | 2 |
|---|---|
Hope Global Investment Fund
Hope Global Investment Fund Investment Trusts/Mutual FundsMiscellaneous HOPE International Credit Corp. provides loans to enable sustainable economic development. The firm offers microfinance programs, microfinance plus programs which incorporate health care, literacy training, or other community empowerment initiatives outside the realm of traditional microfinance, savings-led microfinance programs and small and medium enterprise development programs. The company was founded by Jeff Rutt in 1997 and is headquartered in San Francisco, CA. | Miscellaneous |
WorthPointe LLC
WorthPointe LLC Investment ManagersFinance WorthPointe LLC is an independent registered investment advisor headquartered in La Jolla, California. The firm was founded by Christopher P. Vanslyke. WorthPointe offers personalized investment supervisory services to individuals, high net worth individuals, corporations and pension and profit-sharing plans. | Finance |
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