Storia della carriera di Jake Marshall
Precedenti posizioni note di Jake Marshall
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Kings Point Capital Management LLC
 Kings Point Capital Management LLC Investment ManagersFinance Kings Point Capital Management LLC (KPCM) is a wealth management firm headquartered in Great Neck, New York. The firm was founded by Jack Salzman and Jeffrey Bates in 1998. They were acquired by Wealth Enhancement Group LLC in 2022. KPCM provides investment consulting and investment management services to investment limited partnerships, individuals, pension and profit-sharing plans, endowments, trusts, estates, charitable organizations, corporations and business entities and other investment advisers and funeral trusts. | Membro del Comitato di Investimento | 01/09/2010 | - |
| Gestore di Portafoglio-Azioni | 01/09/2010 | - |
Formazione di Jake Marshall
| Emory University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 3 |
Posizioni
| Investment Committee Member | 1 |
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
Settori
| Finance | 2 |
| Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 1 |
|---|---|
Kings Point Capital Management LLC
Kings Point Capital Management LLC Investment ManagersFinance Kings Point Capital Management LLC (KPCM) is a wealth management firm headquartered in Great Neck, New York. The firm was founded by Jack Salzman and Jeffrey Bates in 1998. They were acquired by Wealth Enhancement Group LLC in 2022. KPCM provides investment consulting and investment management services to investment limited partnerships, individuals, pension and profit-sharing plans, endowments, trusts, estates, charitable organizations, corporations and business entities and other investment advisers and funeral trusts. | Finance |
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