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Jeff Phillips
Direttore degli Investimenti presso Rehmann Capital Advisory Group LLC
Posizioni attive di Jeff Phillips
Società | Posizione | Inizio | Fine |
---|---|---|---|
Rehmann Capital Advisory Group LLC
![]() Rehmann Capital Advisory Group LLC Investment ManagersFinance Rehmann Capital Advisory Group LLC, do-business-as Rehmann Financial, is a SEC-registered investment advisor headquartered in Lansing, Michigan. The firm was founded in 2001 and is a subsidiary of Rehmann Financial Group LLC, which is owned by Rehmann LLC. Rehmann Financial provides financial planning and investment advisory services to individual clients, as well as trusts, endowments, qualified retirement plan sponsors, and business entities. | Analyst-Equity | 01/01/2005 | - |
Direttore degli Investimenti | 01/01/2005 | - | |
Gestore di Portafoglio-Azioni | 01/01/2005 | - | |
Amministratore Delegato | 01/01/2005 | 01/01/2021 |
Storia della carriera di Jeff Phillips
Precedenti posizioni note di Jeff Phillips
Società | Posizione | Inizio | Fine |
---|---|---|---|
The Ayco Co. LP
![]() The Ayco Co. LP Investment ManagersFinance The Ayco Co. LP (Goldman Sachs Ayco) is a SEC-registered investment advisor headquartered in Cohoes, New York. The firm was founded in 1971 by William Aydelotte and James Conway. They are a subsidiary of GS Ayco Holding LLC, owned by The Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Goldman Sachs Ayco provides financial planning services nationally to individuals, institutional clients and charitable organizations. | Corporate Officer/Principal | - | - |
Formazione di Jeff Phillips
Oakland University (Michigan) | Undergraduate Degree |
Walsh College | Graduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 5 |
Posizioni
Undergraduate Degree | 1 |
Graduate Degree | 1 |
Analyst-Equity | 1 |
Settori
Finance | 3 |
Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 2 |
---|---|
The Ayco Co. LP
![]() The Ayco Co. LP Investment ManagersFinance The Ayco Co. LP (Goldman Sachs Ayco) is a SEC-registered investment advisor headquartered in Cohoes, New York. The firm was founded in 1971 by William Aydelotte and James Conway. They are a subsidiary of GS Ayco Holding LLC, owned by The Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Goldman Sachs Ayco provides financial planning services nationally to individuals, institutional clients and charitable organizations. | Finance |
Rehmann Capital Advisory Group LLC
![]() Rehmann Capital Advisory Group LLC Investment ManagersFinance Rehmann Capital Advisory Group LLC, do-business-as Rehmann Financial, is a SEC-registered investment advisor headquartered in Lansing, Michigan. The firm was founded in 2001 and is a subsidiary of Rehmann Financial Group LLC, which is owned by Rehmann LLC. Rehmann Financial provides financial planning and investment advisory services to individual clients, as well as trusts, endowments, qualified retirement plan sponsors, and business entities. | Finance |
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