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Jackie Battista
Gestore di Portafoglio-Azioni presso CorePath Wealth Partners LLC
Posizioni attive di Jackie Battista
Società | Posizione | Inizio | Fine |
---|---|---|---|
CorePath Wealth Partners LLC
![]() CorePath Wealth Partners LLC Investment ManagersFinance CorePath Wealth Partners LLC (CorePath) is a SEC-registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded in 2018 and is owned by CorePath Holdings LLC, a wholly owned subsidiary of Bonnett Investment Group LLC. CorePath offers investment advisory services to individuals, high net-worth individuals, families, trusts, estates charitable organizations, businesses and retirement plans. | Gestore di Portafoglio-Azioni | 01/01/2019 | - |
Storia della carriera di Jackie Battista
Formazione di Jackie Battista
Daniels College of Business | Masters Business Admin |
The Leeds School of Business | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 4 |
Posizioni
Portfolio Manager-Equities | 1 |
Masters Business Admin | 1 |
Undergraduate Degree | 1 |
Settori
Consumer Services | 3 |
Finance | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 1 |
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CorePath Wealth Partners LLC
![]() CorePath Wealth Partners LLC Investment ManagersFinance CorePath Wealth Partners LLC (CorePath) is a SEC-registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded in 2018 and is owned by CorePath Holdings LLC, a wholly owned subsidiary of Bonnett Investment Group LLC. CorePath offers investment advisory services to individuals, high net-worth individuals, families, trusts, estates charitable organizations, businesses and retirement plans. | Finance |
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