![Nick Blasi](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Nick Blasi
Gestore di Portafoglio-Azioni presso CapFinancial Partners LLC
Posizioni attive di Nick Blasi
Società | Posizione | Inizio | Fine |
---|---|---|---|
CapFinancial Partners LLC
![]() CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (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. 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 | 01/07/2022 | - |
Storia della carriera di Nick Blasi
Precedenti posizioni note di Nick Blasi
Società | Posizione | Inizio | Fine |
---|---|---|---|
Frontier Wealth Management LLC
![]() Frontier Wealth Management LLC Investment ManagersFinance Frontier Wealth Management LLC (Frontier) is an investment advisory firm headquartered in Kansas City, Missouri. The firm was founded by Nan Q. Lu in 2007. In 2022, they were acquired by CapFinancial Partners LLC, a subsidiary of The CapFinancial Group LLC. Frontier offers personal financial planning, consulting and investment supervisory services on managed investment accounts to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, business entities and corporations. | Amministratore Delegato | 01/01/2009 | 01/07/2022 |
Gestore di Portafoglio-Azioni | 01/01/2009 | 01/07/2022 |
Formazione di Nick Blasi
University of Kansas | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 4 |
Posizioni
Portfolio Manager-Equities | 2 |
Chief Executive Officer | 1 |
Undergraduate Degree | 1 |
Settori
Finance | 3 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 2 |
---|---|
CapFinancial Partners LLC
![]() CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (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. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families. | Finance |
Frontier Wealth Management LLC
![]() Frontier Wealth Management LLC Investment ManagersFinance Frontier Wealth Management LLC (Frontier) is an investment advisory firm headquartered in Kansas City, Missouri. The firm was founded by Nan Q. Lu in 2007. In 2022, they were acquired by CapFinancial Partners LLC, a subsidiary of The CapFinancial Group LLC. Frontier offers personal financial planning, consulting and investment supervisory services on managed investment accounts to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, business entities and corporations. | Finance |
- Borsa valori
- Insiders
- Nick Blasi
- Esperienza