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Mark Joseph Kavaloski
Amministratore Delegato presso AmeriTrust Capital Management Ltd.
Posizioni attive di Mark Joseph Kavaloski
Società | Posizione | Inizio | Fine |
---|---|---|---|
AmeriTrust Capital Management Ltd.
![]() AmeriTrust Capital Management Ltd. Investment ManagersFinance AmeriTrust Capital Management Ltd. (AmeriTrust) is an independent asset management firm headquartered in Santa Ynez, California. The firm was founded by Mark Kavaloski in 1998 and is the successor to the American Telesis Group, which was established in 1994. AmeriTrust provides portfolio management services to individuals, high-net worth individuals, corporate accounts, corporate pensions and profit-sharing plans, IRAs, and trusts. | Amministratore Delegato | 01/01/1998 | - |
Direttore degli Investimenti | 01/01/1998 | - | |
Responsabile della Conformità | 01/01/1998 | - | |
Fondatore | 01/01/1998 | - | |
Gestore di Portafoglio-Azioni | 01/01/1998 | - | |
Presidente | 01/01/1998 | - |
Storia della carriera di Mark Joseph Kavaloski
Precedenti posizioni note di Mark Joseph Kavaloski
Società | Posizione | Inizio | Fine |
---|---|---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | - | - |
Wells Fargo Clearing Services LLC
![]() Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Corporate Officer/Principal | - | - |
Sanwa Bank Ltd. | Corporate Officer/Principal | - | - |
Formazione di Mark Joseph Kavaloski
Loyola Marymount University | Undergraduate Degree |
California State University-Los Angeles | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 6 |
Giappone | 2 |
Posizioni
Corporate Officer/Principal | 3 |
Chief Executive Officer | 1 |
Chief Investment Officer | 1 |
Settori
Finance | 5 |
Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Società quotate in Borsa | 1 |
---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
Aziende private | 3 |
---|---|
AmeriTrust Capital Management Ltd.
![]() AmeriTrust Capital Management Ltd. Investment ManagersFinance AmeriTrust Capital Management Ltd. (AmeriTrust) is an independent asset management firm headquartered in Santa Ynez, California. The firm was founded by Mark Kavaloski in 1998 and is the successor to the American Telesis Group, which was established in 1994. AmeriTrust provides portfolio management services to individuals, high-net worth individuals, corporate accounts, corporate pensions and profit-sharing plans, IRAs, and trusts. | Finance |
Wells Fargo Clearing Services LLC
![]() Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Finance |
Sanwa Bank Ltd. | Finance |