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Greg Christian
Direttore degli Investimenti presso WESPAC Advisors LLC
Provenienza dei contatti di primo grado di Greg Christian
Entità | Tipo di entità | Settore Industriale | |
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WESPAC Advisors LLC
![]() WESPAC Advisors LLC Investment ManagersFinance WESPAC Advisors LLC is a registered investment advisor headquartered in Orinda, California. The firm was founded by Nelson Chia in 1977 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners Inc. (NASDAQ: FOCS). WESPAC Advisors provides investment advisory and fiduciary oversight services to participant-directed retirement plans and provides investment management services to high-net-worth clients in separately managed accounts.
5
| Subsidiary | Investment Managers | 5 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Greg Christian tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
WELLS FARGO & COMPANY | Major Banks | Corporate Officer/Principal | |
Hilltop Securities, Inc.
![]() Hilltop Securities, Inc. Investment Banks/BrokersFinance Hilltop Securities, Inc. (dba HilltopSecurities) is a broker/dealer firm headquartered in Dallas, Texas. The firm was founded in 1946 as Southwest Securities, Inc. and they a subsidiary of Hilltop Securities Holdings LLC. Hilltop Securities provides a full array of trading and execution services for their clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
The California State University | College/University | Masters Business Admin | |
University of California San Diego | College/University | Undergraduate Degree | |
University of Florida | College/University | Undergraduate Degree | |
American Graduate School of Management | College/University | Masters Business Admin | |
Feng Chia University | College/University | Undergraduate Degree | |
WESPAC Advisors SoCal LLC
![]() WESPAC Advisors SoCal LLC Investment ManagersFinance WESPAC Advisors SoCal LLC, dba Stonemark Wealth Management (Stonemark), is an independent registered investment advisor and wealth management firm headquartered in Pasadena, California. The firm was founded by Peter Chen in 2012. Stonemark provides discretionary investment advisory services to individuals, high net worth individuals, trusts and estates, pension and profit sharing plans, and individual participants of retirement plans. | Investment Managers | Chief Investment Officer | |
Mackay School of Earth Sciences & Engineering | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 12 |
Taiwan | 2 |
Settori
Finance | 7 |
Consumer Services | 7 |
Posizioni
Portfolio Manager-Equities | 6 |
Corporate Officer/Principal | 6 |
Undergraduate Degree | 4 |
Analyst-Equity | 3 |
Masters Business Admin | 2 |
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