Rand Goodwin Folta
Gestore di Portafoglio-Azioni presso Shorepoint Capital Partners LLC
Relazioni attive
| Nome | Sesso | Età | Società collegate | Collaborazione |
|---|---|---|---|---|
| Luis Manuel Raposo | M | - |
Shorepoint Capital Partners LLC
 Shorepoint Capital Partners LLC Investment ManagersFinance Shorepoint Capital Partners LLC (Shorepoint) is an independent, SEC-registered investment advisor headquartered in Norwood, Massachusetts. The firm was founded by Timothy Vanech and Luis Raposo in 2009. Shorepoint provides customized wealth planning and investment management services to individuals and families, institutions, small businesses and retirement plans. | 15 anni |
| Tim Vanech | M | - |
Shorepoint Capital Partners LLC
Shorepoint Capital Partners LLC Investment ManagersFinance Shorepoint Capital Partners LLC (Shorepoint) is an independent, SEC-registered investment advisor headquartered in Norwood, Massachusetts. The firm was founded by Timothy Vanech and Luis Raposo in 2009. Shorepoint provides customized wealth planning and investment management services to individuals and families, institutions, small businesses and retirement plans. | 15 anni |
| Kevin F. Raposo | M | - |
Shorepoint Capital Partners LLC
Shorepoint Capital Partners LLC Investment ManagersFinance Shorepoint Capital Partners LLC (Shorepoint) is an independent, SEC-registered investment advisor headquartered in Norwood, Massachusetts. The firm was founded by Timothy Vanech and Luis Raposo in 2009. Shorepoint provides customized wealth planning and investment management services to individuals and families, institutions, small businesses and retirement plans. | 7 anni |
Grafico relazionale
Relazione in diverse aziende
Relazioni precedenti
| Nome | Sesso | Età | Società collegate | Collaborazione |
|---|---|---|---|---|
| Howard D. Medwed | M | - |
B&L Asset Management LLC
 B&L Asset Management LLC Investment ManagersFinance B&L Asset Management LLC (dba Burns & Levinson Asset Management) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1980 and is a wholly-owned subsidiary of Burns & Levinson LLP. Burns & Levinson Asset Management provides investment advisory services to individuals, trusts, estates, charitable organizations, and corporations. | - |
Statistiche
| Paese | Relazioni | % del totale |
|---|---|---|
| Stati Uniti | 4 | 100.00% |
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