John Robert Workman
Analyst-Equity presso Pathstone Family Office LLC
Posizioni attive di John Robert Workman
Società | Posizione | Inizio | Fine |
---|---|---|---|
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a wealth management firm and registered investment advisor headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. They are a wholly-owned by Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | Analyst-Equity | 01/11/2016 | - |
Membro del Comitato di Investimento | 01/11/2016 | - | |
Gestore di Portafoglio-Azioni | 01/11/2016 | - |
Storia della carriera di John Robert Workman
Precedenti posizioni note di John Robert Workman
Società | Posizione | Inizio | Fine |
---|---|---|---|
WIA, Inc.
WIA, Inc. Investment ManagersFinance WIA, Inc. provides investment advice. The company is headquartered in Portland, OR. | Corporate Officer/Principal | - | - |
Convergent Wealth Advisors LLC
Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Analyst-Equity | 01/05/2007 | - |
Consulente / Consigliere | 01/05/2007 | - | |
Membro del Comitato di Investimento | 01/05/2007 | - | |
Stratega di mercato | 16/09/2010 | - |
Formazione di John Robert Workman
Pepperdine University | Graduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 5 |
Posizioni
Analyst-Equity | 2 |
Investment Committee Member | 2 |
Consultant / Advisor | 1 |
Settori
Finance | 4 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 3 |
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Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a wealth management firm and registered investment advisor headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. They are a wholly-owned by Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | Finance |
WIA, Inc.
WIA, Inc. Investment ManagersFinance WIA, Inc. provides investment advice. The company is headquartered in Portland, OR. | Finance |
Convergent Wealth Advisors LLC
Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Finance |
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