Jeff Powell
Amministratore Delegato presso Polaris Equity Management, Inc.
Posizioni attive di Jeff Powell
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Polaris Equity Management, Inc.
 Polaris Equity Management, Inc. Investment ManagersFinance Polaris Equity Management, Inc. operates as investment advisory firm. It also provides wealth management and financial planning services to its clients. Polaris Equity Management was founded in 1998 and is headquartered in San Francisco, CA. | Amministratore Delegato | 01/07/1998 | - |
| Presidente | 01/07/1998 | - |
Storia della carriera di Jeff Powell
Precedenti posizioni note di Jeff Powell
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Polaris Wealth Advisory Group LLC
 Polaris Wealth Advisory Group LLC Investment ManagersFinance Polaris Wealth Advisory Group LLC (Polaris) is a SEC-registered investment advisor headquartered in San Rafael, California. The firm was founded in 2011 as Polaris Wealth Advisers LLC and then later changed its name to Polaris Greystone Financial Group LLC. In 2020, the firm changed its name to Polaris Wealth Advisory Group LLC. In 2022, they became a wholly owned subsidiary of Adviser Investments LLC. Polaris provides wealth management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, businesses, unaffiliated investment advisers, and third-party asset management platforms (TAMPs). | Amministratore Delegato | 09/06/2011 | 01/11/2022 |
| Direttore degli Investimenti | 09/06/2011 | 01/11/2022 | |
| Fondatore | 09/06/2011 | 01/11/2022 | |
| Membro del Comitato di Investimento | 09/06/2011 | 01/11/2022 | |
| Gestore di Portafoglio-Azioni | 09/06/2011 | 01/11/2022 | |
| Presidente | 09/06/2011 | 01/11/2022 | |
| Polaris Wealth Advisers LLC | Direttore degli Investimenti | - | 21/10/2015 |
| Gestore di Portafoglio-Azioni | - | 21/10/2015 | |
| Corporate Officer/Principal | - | 21/10/2015 |
Formazione di Jeff Powell
| University of Oregon | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 5 |
Posizioni
| Chief Investment Officer | 2 |
| Portfolio Manager-Equities | 2 |
| Chief Executive Officer | 2 |
Settori
| Finance | 4 |
| Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 3 |
|---|---|
| Polaris Wealth Advisers LLC | Finance |
Polaris Wealth Advisory Group LLC
Polaris Wealth Advisory Group LLC Investment ManagersFinance Polaris Wealth Advisory Group LLC (Polaris) is a SEC-registered investment advisor headquartered in San Rafael, California. The firm was founded in 2011 as Polaris Wealth Advisers LLC and then later changed its name to Polaris Greystone Financial Group LLC. In 2020, the firm changed its name to Polaris Wealth Advisory Group LLC. In 2022, they became a wholly owned subsidiary of Adviser Investments LLC. Polaris provides wealth management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, businesses, unaffiliated investment advisers, and third-party asset management platforms (TAMPs). | Finance |
Polaris Equity Management, Inc.
Polaris Equity Management, Inc. Investment ManagersFinance Polaris Equity Management, Inc. operates as investment advisory firm. It also provides wealth management and financial planning services to its clients. Polaris Equity Management was founded in 1998 and is headquartered in San Francisco, CA. | Finance |
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