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Mike Garrison
Director of Investments presso Strategic Wealth Partners Group LLC
Posizioni attive di Mike Garrison
Società | Posizione | Inizio | Fine |
---|---|---|---|
Strategic Wealth Partners Group LLC
![]() Strategic Wealth Partners Group LLC Investment ManagersFinance Strategic Wealth Partners Group LLC (SWP) is a SEC-registered investment advisor and wealth management firm headquartered in Deerfield, Illinois. The firm was founded by David J. Copeland and Neal H. Price in 2008 as the successor firm of Strategic Wealth Partners LLC. They are wholly owned by Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). SWP provides advisory services to high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Director of Investments | 01/09/2021 | - |
Storia della carriera di Mike Garrison
Precedenti posizioni note di Mike Garrison
Società | Posizione | Inizio | Fine |
---|---|---|---|
BMO Family Office LLC
![]() BMO Family Office LLC Investment ManagersFinance BMO Family Office LLC is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. It was founded in 1981 as CTC myCFO LLC. They are a wholly-owned subsidiary of BMO Financial Corp., which is a wholly-owned subsidiary of Bank of Montreal (NYSE, TSE: BMO) in Canada. The firm provides discretionary investment management and non-discretionary investment advisory services to high-net worth individuals, families, personal trusts, and family offices. | Corporate Officer/Principal | 01/06/2015 | 01/09/2021 |
Chicago Wealth Management, Inc.
![]() Chicago Wealth Management, Inc. Investment ManagersFinance Chicago Wealth Management, Inc. (CWM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Jeffrey G. Cribbs in 2004. CWM provides investment management and financial planning services primarily to high net worth and high income individuals, non-profits, and institutions. | Corporate Officer/Principal | 01/03/2004 | 01/10/2012 |
Formazione di Mike Garrison
Indiana University | Undergraduate Degree |
The University of Chicago Booth School of Business | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 6 |
Posizioni
Corporate Officer/Principal | 2 |
Director of Investments | 1 |
Undergraduate Degree | 1 |
Settori
Finance | 4 |
Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 3 |
---|---|
Strategic Wealth Partners Group LLC
![]() Strategic Wealth Partners Group LLC Investment ManagersFinance Strategic Wealth Partners Group LLC (SWP) is a SEC-registered investment advisor and wealth management firm headquartered in Deerfield, Illinois. The firm was founded by David J. Copeland and Neal H. Price in 2008 as the successor firm of Strategic Wealth Partners LLC. They are wholly owned by Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). SWP provides advisory services to high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
BMO Family Office LLC
![]() BMO Family Office LLC Investment ManagersFinance BMO Family Office LLC is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. It was founded in 1981 as CTC myCFO LLC. They are a wholly-owned subsidiary of BMO Financial Corp., which is a wholly-owned subsidiary of Bank of Montreal (NYSE, TSE: BMO) in Canada. The firm provides discretionary investment management and non-discretionary investment advisory services to high-net worth individuals, families, personal trusts, and family offices. | Finance |
Chicago Wealth Management, Inc.
![]() Chicago Wealth Management, Inc. Investment ManagersFinance Chicago Wealth Management, Inc. (CWM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Jeffrey G. Cribbs in 2004. CWM provides investment management and financial planning services primarily to high net worth and high income individuals, non-profits, and institutions. | Finance |
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