Eric Michael Flett
Amministratore Delegato presso Concentric Wealth Management LLC
Posizioni attive di Eric Michael Flett
Società | Posizione | Inizio | Fine |
---|---|---|---|
Concentric Wealth Management LLC
Concentric Wealth Management LLC Investment ManagersFinance Concentric Wealth Management LLC (Concentric) is an independent registered wealth management firm headquartered in Lafayette, California. The firm was founded in 2008 by Eric Flett and Stewart McGuire. Concentric provides integrated wealth management services, including financial planning and investment management, to individuals, trust and estates, pension and profit-sharing plans, and business entities. | Amministratore Delegato | 01/01/2008 | - |
Fondatore | 01/01/2008 | - | |
Gestore di Portafoglio-Azioni | 01/01/2008 | - |
Storia della carriera di Eric Michael Flett
Precedenti posizioni note di Eric Michael Flett
Società | Posizione | Inizio | Fine |
---|---|---|---|
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Gestore di Portafoglio-Azioni | 01/06/2007 | 31/03/2008 |
Trainer Wortham & Co., Inc.
Trainer Wortham & Co., Inc. Investment ManagersFinance Established in 1924, Trainer Wortham & Company, Inc. (TWC) manages equity, fixed-income and balanced portfolios for high net worth individuals, foundations, endowments, corporate pension funds and institutions. The firm is based in New York City and is a subsidiary of First Republic Bank Inc. (NYSE: FRC) | Gestore di Portafoglio-Azioni | 01/08/2004 | 31/05/2007 |
Bay Isle Financial Corp.
Bay Isle Financial Corp. Investment ManagersFinance Bay Isle Financial Corp. (BIF) is an asset management firm located in Oakland, CA. Founded in 1986, they manage assets for individuals and institutions. BIF is a subsidiary of Janus Capital Group Inc. (NYSE: JNS) | Gestore di Portafoglio-Azioni | 02/07/2003 | 31/07/2004 |
Portfolio Manager-Fixed Income | 02/07/2003 | 31/07/2004 |
Formazione di Eric Michael Flett
University of California, Berkeley | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 6 |
Posizioni
Portfolio Manager-Equities | 4 |
Portfolio Manager-Fixed Income | 1 |
Undergraduate Degree | 1 |
Settori
Finance | 5 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 4 |
---|---|
Bay Isle Financial Corp.
Bay Isle Financial Corp. Investment ManagersFinance Bay Isle Financial Corp. (BIF) is an asset management firm located in Oakland, CA. Founded in 1986, they manage assets for individuals and institutions. BIF is a subsidiary of Janus Capital Group Inc. (NYSE: JNS) | Finance |
Trainer Wortham & Co., Inc.
Trainer Wortham & Co., Inc. Investment ManagersFinance Established in 1924, Trainer Wortham & Company, Inc. (TWC) manages equity, fixed-income and balanced portfolios for high net worth individuals, foundations, endowments, corporate pension funds and institutions. The firm is based in New York City and is a subsidiary of First Republic Bank Inc. (NYSE: FRC) | Finance |
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Finance |
Concentric Wealth Management LLC
Concentric Wealth Management LLC Investment ManagersFinance Concentric Wealth Management LLC (Concentric) is an independent registered wealth management firm headquartered in Lafayette, California. The firm was founded in 2008 by Eric Flett and Stewart McGuire. Concentric provides integrated wealth management services, including financial planning and investment management, to individuals, trust and estates, pension and profit-sharing plans, and business entities. | Finance |
- Borsa valori
- Insiders
- Eric Michael Flett
- Esperienza