Eric Clayton Pritz
Gestore di Portafoglio-Azioni presso Signature Estate & Investment Advisors LLC
Profilo
Mr. Eric C.
Pritz is a Senior Partner at Signature Estate & Investment Advisors LLC.
He has been providing financial advice and wealth management services to high net worth individuals, organization and companies for over 15 years and has been active in the financial industry since 2001.
He is also an executive member of The LA25, an entrepreneurial group of wired South Bay professionals.
Additionally, he serves on the board of directors as treasurer of The LA25 Foundation.
He received his Bachelors of Arts degree in Business Economics from the University of California, Santa Barbara.
In 2007, he received the CFP certification from the Certified Financial Planner Board of Standards, Inc. and has been a Chartered Mutual Fund Counselor since 2009.
He is a licensed independent insurance broker with Signature Comprehensive Insurance Services, LLC and a licensed insurance agent.
Posizioni attive di Eric Clayton Pritz
Società | Posizione | Inizio |
---|---|---|
Signature Estate & Investment Advisors LLC
Signature Estate & Investment Advisors LLC Investment ManagersFinance Signature Estate & Investment Advisors LLC (SEIA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brian D. Holmes in 1997. They are wholly owned by Signature Financial Service Group LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V LP. SEIA provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other businesses. | Gestore di Portafoglio-Azioni | - |
Formazione di Eric Clayton Pritz
University of California, Santa Barbara | 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 | 1 |
---|---|
Signature Estate & Investment Advisors LLC
Signature Estate & Investment Advisors LLC Investment ManagersFinance Signature Estate & Investment Advisors LLC (SEIA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brian D. Holmes in 1997. They are wholly owned by Signature Financial Service Group LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V LP. SEIA provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other businesses. | Finance |
- Borsa valori
- Insiders
- Eric Clayton Pritz