Peter P. Chen
Amministratore Delegato presso WESPAC Advisors SoCal LLC
Posizioni attive di Peter P. Chen
Società | Posizione | Inizio | Fine |
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WESPAC Advisors SoCal LLC
WESPAC Advisors SoCal LLC Investment ManagersFinance WESPAC Advisors SoCal LLC, dba Stonemark Wealth Management (Stonemark), is an independent registered investment advisor and wealth management firm headquartered in Pasadena, California. The firm was founded by Peter Chen in 2012. Stonemark provides discretionary investment advisory services to individuals, high net worth individuals, trusts and estates, pension and profit sharing plans, and individual participants of retirement plans. | Amministratore Delegato | 01/01/2012 | - |
Fondatore | 01/01/2012 | - |
Storia della carriera di Peter P. Chen
Precedenti posizioni note di Peter P. Chen
Società | Posizione | Inizio | Fine |
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Tower Asset Management LLC
Tower Asset Management LLC Investment ManagersFinance Founded in 1991 by Milford Stern, Tower Asset Management LLC is a registered investment advisor located in Beverly Hills, California. The firm is a subsidiary of M. L. Stern & Co. LLC and their ultimate parent is SWS Group, Inc. (NYSE: SWS). | Corporate Officer/Principal | - | - |
Formazione di Peter P. Chen
San Diego State University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 4 |
Posizioni
Corporate Officer/Principal | 1 |
Undergraduate Degree | 1 |
Chief Executive Officer | 1 |
Settori
Finance | 3 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 2 |
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Tower Asset Management LLC
Tower Asset Management LLC Investment ManagersFinance Founded in 1991 by Milford Stern, Tower Asset Management LLC is a registered investment advisor located in Beverly Hills, California. The firm is a subsidiary of M. L. Stern & Co. LLC and their ultimate parent is SWS Group, Inc. (NYSE: SWS). | Finance |
WESPAC Advisors SoCal LLC
WESPAC Advisors SoCal LLC Investment ManagersFinance WESPAC Advisors SoCal LLC, dba Stonemark Wealth Management (Stonemark), is an independent registered investment advisor and wealth management firm headquartered in Pasadena, California. The firm was founded by Peter Chen in 2012. Stonemark provides discretionary investment advisory services to individuals, high net worth individuals, trusts and estates, pension and profit sharing plans, and individual participants of retirement plans. | Finance |
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