Kevin Sean Berry
Responsabile della Conformità presso Bristlecone Advisors LLC
Provenienza dei contatti di primo grado di Kevin Sean Berry
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Bristlecone Advisors LLC
 Bristlecone Advisors LLC Investment ManagersFinance Bristlecone Advisors LLC (Bristlecone) is an independent, SEC-registered investment advisory firm and multi-family office headquartered in Seattle, Washington. The firm was founded by Keith Vernon in 1999. Bristlecone offers integrated wealth management and family office services to high net-worth individuals and families.
6
| Private Company | Investment Managers | 6 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Kevin Sean Berry tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
CFA Society of Seattle
 CFA Society of Seattle Miscellaneous Commercial ServicesCommercial Services Part of CFA Institute, CFA Society of Seattle operates as a professional society for certified financial accountants. The company is based in Bothell, WA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Social Venture Partners
 Social Venture Partners Miscellaneous Commercial ServicesCommercial Services Social Venture Partners provides social services. It offers nonprofit and collaborative solutions. The company was founded by Kim Sanchez Rael and Margaret Walker and is headquartered in Seattle, WA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| The Seattle Alternative Investment Association | Corporate Officer/Principal | ||
| Oregon State University | College/University | Undergraduate Degree | |
The Clarius Group LLC
 The Clarius Group LLC Investment ManagersFinance The Clarius Group LLC (Clarius) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Keith Vernon in 2015. Clarius provides integrated wealth management services to high net-worth individuals and their family entities, and to a small number of charitable trusts and foundations. | Investment Managers | Chief Investment Officer | |
| Gonzaga University | College/University | Undergraduate Degree | |
| Syracuse University | College/University | Undergraduate Degree | |
| Western Washington University | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 12 |
Settori
| Consumer Services | 6 |
| Commercial Services | 4 |
| Finance | 3 |
Posizioni
| Portfolio Manager-Equities | 6 |
| Corporate Officer/Principal | 6 |
| Undergraduate Degree | 6 |
| Masters Business Admin | 3 |
| Chief Investment Officer | 2 |
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