Pete Franz
Direttore degli Investimenti presso FSM Wealth Advisors LLC
Profilo
Mr. Peter R.
Franz, CFA, is a Chief Investment Officer & Partner at FSM Wealth Advisors LLC.
He is responsible for setting, managing and articulating the firm’s investment platform and approach.
He interacts with sponsor partners, monitors markets, and conducts portfolio analysis and construction to match client allocations with their objectives.
He received his undergraduate degree from Wittenberg University.
Posizioni attive di Pete Franz
| Società | Posizione | Inizio |
|---|---|---|
FSM Wealth Advisors LLC
 FSM Wealth Advisors LLC Investment ManagersFinance FSM Wealth Advisors LLC, dba Journey Wealth Management (Journey Wealth), is an independent registered investment advisor headquartered in Cleveland, Ohio. The firm was founded by David A. Lightner in 2018. Journey Wealth provides investment advice and financial planning services to individuals (including Trusts and Estates), and High-Net Worth Individuals. | Direttore degli Investimenti | 01/01/2021 |
Formazione di Pete Franz
| Wittenberg University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
FSM Wealth Advisors LLC
FSM Wealth Advisors LLC Investment ManagersFinance FSM Wealth Advisors LLC, dba Journey Wealth Management (Journey Wealth), is an independent registered investment advisor headquartered in Cleveland, Ohio. The firm was founded by David A. Lightner in 2018. Journey Wealth provides investment advice and financial planning services to individuals (including Trusts and Estates), and High-Net Worth Individuals. | Finance |
- Borsa valori
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- Pete Franz
