Profilo
Les Globits served as the Chief Investment Officer at Financial Planners of Cleveland, Inc. from 2016 to 2021.
Prior to that, he obtained an MBA from Cleveland State University and an undergraduate degree from The University of New South Wales.
Precedenti posizioni note di Les Globits
| Società | Posizione | Fine |
|---|---|---|
Financial Planners of Cleveland, Inc.
 Financial Planners of Cleveland, Inc. Investment ManagersFinance Financial Planners of Cleveland, Inc., do-business-as NCA Financial Planners (NCA), is a registered investment advisor headquartered in Mayfield Heights, Ohio. It was founded by David Myeroff and Kevin Myeroff in 1986. In 2021, the firm was acquired by Sequoia Financial Advisors LLC, a subsidiary of Cohen Sequoia Enterprises Ltd. NCA provides investment advisory services to individuals, high-net-worth individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. | Direttore degli Investimenti | 01/12/2021 |
Formazione di Les Globits
| The University of New South Wales | Undergraduate Degree |
| Cleveland State University | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
Financial Planners of Cleveland, Inc.
Financial Planners of Cleveland, Inc. Investment ManagersFinance Financial Planners of Cleveland, Inc., do-business-as NCA Financial Planners (NCA), is a registered investment advisor headquartered in Mayfield Heights, Ohio. It was founded by David Myeroff and Kevin Myeroff in 1986. In 2021, the firm was acquired by Sequoia Financial Advisors LLC, a subsidiary of Cohen Sequoia Enterprises Ltd. NCA provides investment advisory services to individuals, high-net-worth individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. | Finance |
- Borsa valori
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- Les Globits
