Jim Betzig
Amministratore Delegato presso TrinityPoint Wealth LLC
Relazioni attive
| Nome | Sesso | Età | Società collegate | Collaborazione |
|---|---|---|---|---|
| Eric Joseph Passeri | M | - |
Beirne Wealth Consulting LLC
 Beirne Wealth Consulting LLC Investment ManagersFinance Beirne Wealth Consulting LLC (BWC) is privately-owned investment firm headquartered in Shelton, Connecticut with an additional office in Pennsylvania. The firm was founded by John-Oliver Beirne and James Betzig in 2012. BWC provides independent, fee-based wealth management services and innovative financial strategies for individuals, families, business owners and institutions.
TrinityPoint Wealth LLC
 TrinityPoint Wealth LLC Investment ManagersFinance TrinityPoint Wealth LLC (TPW) is an independent registered wealth management and investment advisory firm headquartered in Milford, Connecticut. The firm is a subsidiary of TrinityPoint Wealth Holdings LLC, which is owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). TPW provides holistic and personalized financial planning and discretionary and nondiscretionary investment advisory services to individuals and families, individuals and families, business owners, retirement plans, or institutions. | 12 anni |
Grafico relazionale
Relazione in diverse aziende
Relazioni precedenti
| Nome | Sesso | Età | Società collegate | Collaborazione |
|---|---|---|---|---|
| John-Oliver Beirne | M | - |
Beirne Wealth Consulting LLC
Beirne Wealth Consulting LLC Investment ManagersFinance Beirne Wealth Consulting LLC (BWC) is privately-owned investment firm headquartered in Shelton, Connecticut with an additional office in Pennsylvania. The firm was founded by John-Oliver Beirne and James Betzig in 2012. BWC provides independent, fee-based wealth management services and innovative financial strategies for individuals, families, business owners and institutions. | - |
| John Anthony Beirne | M | - |
Beirne Wealth Consulting LLC
Beirne Wealth Consulting LLC Investment ManagersFinance Beirne Wealth Consulting LLC (BWC) is privately-owned investment firm headquartered in Shelton, Connecticut with an additional office in Pennsylvania. The firm was founded by John-Oliver Beirne and James Betzig in 2012. BWC provides independent, fee-based wealth management services and innovative financial strategies for individuals, families, business owners and institutions. | 1 anni |
| Julie Gionfriddo | F | - |
Trinity College (Connecticut)
| 13 anni |
| Daniel Caleb Feldman | M | 53 |
Trinity College (Connecticut)
| 4 anni |
| Stephane Eric Bouvel | M | - |
Trinity College (Connecticut)
| 4 anni |
| Wendy Yun | F | - |
Trinity College (Connecticut)
| 4 anni |
| Patrick Francis Xavier Gingras | M | - |
Trinity College (Connecticut)
| 4 anni |
| Thom H. Back | M | - |
Trinity College (Connecticut)
| 4 anni |
| Jeffrey Spencer MacDonald | M | - |
Trinity College (Connecticut)
| 4 anni |
| Raj K. Gupta | M | 52 |
Trinity College (Connecticut)
| 4 anni |
| Robert Brinberg | M | - |
Trinity College (Connecticut)
| 4 anni |
| Robert Stockton | M | - |
Trinity College (Connecticut)
| 4 anni |
| Adam Cahill | M | - |
Trinity College (Connecticut)
| 4 anni |
| Bill Briggs | M | - |
Trinity College (Connecticut)
| 4 anni |
| Jonathan Buoni | M | - |
Trinity College (Connecticut)
| 4 anni |
| Yasmine Christine Nainzadeh | F | - |
Trinity College (Connecticut)
| 4 anni |
| Josh Gruss | M | 50 |
Trinity College (Connecticut)
| 4 anni |
| David E. Lillevand | M | - |
Trinity College (Connecticut)
| 4 anni |
| Vitaly Umansky | M | - |
Trinity College (Connecticut)
| 4 anni |
| Kathy Willing | F | - |
Trinity College (Connecticut)
| 4 anni |
| Julian Evans | M | 54 |
Trinity College (Connecticut)
| 4 anni |
| Justin B. Hudock | M | 47 |
Trinity College (Connecticut)
| 4 anni |
| Thomas Lazay | M | - |
Trinity College (Connecticut)
| 4 anni |
| Jennifer M. Cattier | F | - |
Trinity College (Connecticut)
| 4 anni |
| Britt deVeer | M | - |
Trinity College (Connecticut)
| 4 anni |
| Jon Selib | M | - |
Trinity College (Connecticut)
| 4 anni |
| Kathryn Whyte | F | - |
Trinity College (Connecticut)
| 4 anni |
| Jamie Evans | M | - |
Trinity College (Connecticut)
| 4 anni |
| Rachel Mehta | F | - |
Trinity College (Connecticut)
| 4 anni |
| Haley Manchester | M | 57 |
Trinity College (Connecticut)
| 1 anni |
| Aleksandar Cook | M | - |
Trinity College (Connecticut)
| 4 anni |
| Brad Frishberg | M | 57 |
Trinity College (Connecticut)
| 3 anni |
| Doug Smith | M | - |
Trinity College (Connecticut)
| 4 anni |
| Stephen Hooker | M | - |
Trinity College (Connecticut)
| 4 anni |
| Patrick McKeigue | M | - |
Trinity College (Connecticut)
| 4 anni |
| Jacques Cattier | M | - |
Trinity College (Connecticut)
| 4 anni |
| Matthew Reginald Marra | M | - |
Trinity College (Connecticut)
| 4 anni |
| Julienne R. Cassarino | F | - |
Trinity College (Connecticut)
| 4 anni |
| Jeffrey Craig Stevens | M | - |
Trinity College (Connecticut)
| 4 anni |
| Molly B. Gerber | F | - |
Trinity College (Connecticut)
| 4 anni |
| John Frank Francini | M | - |
Trinity College (Connecticut)
| 4 anni |
| Brett Rosenbaum | M | - |
Trinity College (Connecticut)
| 4 anni |
| Ramsey A. Luhr | M | 52 |
Trinity College (Connecticut)
| 4 anni |
| Gary Rafferty | M | - |
Trinity College (Connecticut)
| 4 anni |
| Malcolm MacLean | M | 55 |
Trinity College (Connecticut)
| 4 anni |
| Tim A. Chisholm | M | - |
Trinity College (Connecticut)
| 4 anni |
| Josh Olson | M | - |
Trinity College (Connecticut)
| 4 anni |
| George S. Logan | M | - |
Trinity College (Connecticut)
| 4 anni |
| Brendan J. Murphy | M | - |
Trinity College (Connecticut)
| 4 anni |
| David Yoon | M | - |
Trinity College (Connecticut)
| 4 anni |
| Todd Christopher Mills | M | - |
Trinity College (Connecticut)
| 4 anni |
| Marc Richard Pezzuto | M | - |
Trinity College (Connecticut)
| 4 anni |
| Rob Flores | M | - |
Trinity College (Connecticut)
| 4 anni |
| Sam Chang | M | - |
Trinity College (Connecticut)
| 4 anni |
| Chip Powell | M | - |
Trinity College (Connecticut)
| 4 anni |
| Andrew Whitten Brick | M | - |
Trinity College (Connecticut)
| 4 anni |
| Ben J. Kadlec | M | - |
Trinity College (Connecticut)
| 4 anni |
| Blair Keller | M | - |
Trinity College (Connecticut)
| 4 anni |
| Brian D. Byrne | M | - |
Trinity College (Connecticut)
| 5 anni |
| Craig Penna | M | - |
Trinity College (Connecticut)
| 4 anni |
Statistiche
| Paese | Relazioni | % del totale |
|---|---|---|
| Stati Uniti | 61 | 100.00% |
Età delle relazioni
Attive
Scorse
Uomo
Donna
Amministratori
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Provenienza delle relazioni
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- Jim Betzig
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