Mike Passalinqua
Gestore di Portafoglio-Azioni presso CapFinancial Partners LLC
Posizioni attive di Mike Passalinqua
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
CapFinancial Partners LLC
 CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC (dba CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. They are a subsidiary of The CapFinancial Group LLC. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families. | Gestore di Portafoglio-Azioni | 01/01/2021 | - |
Storia della carriera di Mike Passalinqua
Precedenti posizioni note di Mike Passalinqua
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Hefren-Tillotson, Inc.
 Hefren-Tillotson, Inc. Investment ManagersFinance Hefren-Tillotson, Inc. (HT) is a registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded by Willard J. “Bill” Tillotson in 1948. In 2022 they were acquired by Robert W. Baird & Co., Inc., which is ultimately held by Baird Financial Group, Inc. HT provides a full-range of investment management services for Pension Funds, Non-Profit Organizations, Endowments, Foundations and Individuals. | Corporate Officer/Principal | 01/09/1992 | 01/12/1999 |
Private Wealth Advisors, Inc.
 Private Wealth Advisors, Inc. Investment ManagersFinance Founded in 2002, Private Wealth Advisors, Inc. is a registered investment advisor headquartered in Pittsburgh, Pennsylvania. | Membro del Comitato di Investimento | 01/09/2003 | - |
| Gestore di Portafoglio-Azioni | 01/09/2003 | - |
Formazione di Mike Passalinqua
| Grove City College | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 5 |
Posizioni
| Portfolio Manager-Equities | 2 |
| Investment Committee Member | 1 |
| Undergraduate Degree | 1 |
Settori
| Finance | 4 |
| Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 3 |
|---|---|
Private Wealth Advisors, Inc.
Private Wealth Advisors, Inc. Investment ManagersFinance Founded in 2002, Private Wealth Advisors, Inc. is a registered investment advisor headquartered in Pittsburgh, Pennsylvania. | Finance |
Hefren-Tillotson, Inc.
Hefren-Tillotson, Inc. Investment ManagersFinance Hefren-Tillotson, Inc. (HT) is a registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded by Willard J. “Bill” Tillotson in 1948. In 2022 they were acquired by Robert W. Baird & Co., Inc., which is ultimately held by Baird Financial Group, Inc. HT provides a full-range of investment management services for Pension Funds, Non-Profit Organizations, Endowments, Foundations and Individuals. | Finance |
CapFinancial Partners LLC
CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC (dba CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. They are a subsidiary of The CapFinancial Group LLC. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families. | Finance |
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