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Storia della carriera di Rebecca Sue Wilcox
Precedenti posizioni note di Rebecca Sue Wilcox
Società | Posizione | Inizio | Fine |
---|---|---|---|
Rainier Group Investment Advisory LLC
![]() Rainier Group Investment Advisory LLC Investment ManagersFinance Rainier Group Investment Advisory LLC (dba Coldstream Wealth Management) is a wealth management firm headquartered in Bellevue, Washington. The firm was founded by Bob Gruber in 2004 and in 2017 they merged with Coldstream Holdings Inc. Coldstream Wealth Management offers a full range of wealth management services, including portfolio management, family advisory, risk management, financial, retirement and education planning, and wealth transfer planning. They serve high net-worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Gestore di Portafoglio-Azioni | 01/01/2014 | - |
Corporate Officer/Principal | - | 01/04/2017 | |
Freestone Capital Management LLC
![]() Freestone Capital Management LLC Investment ManagersFinance Freestone Capital Management LLC (Freestone) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Gary Furukawa and Gary Smart in 1999 and is principally owned by Freestone Capital Holdings LLC. Freestone provides wealth management and investment advisory services to high net worth families and individuals on a discretionary or non-discretionary basis, typically through managed accounts. They also serve as investment manager to private funds. | Corporate Officer/Principal | 01/06/2002 | - |
Formazione di Rebecca Sue Wilcox
McGill University | Undergraduate Degree |
University of Washington | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 4 |
Canada | 2 |
Posizioni
Corporate Officer/Principal | 2 |
Undergraduate Degree | 1 |
Masters Business Admin | 1 |
Settori
Finance | 3 |
Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 2 |
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Freestone Capital Management LLC
![]() Freestone Capital Management LLC Investment ManagersFinance Freestone Capital Management LLC (Freestone) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Gary Furukawa and Gary Smart in 1999 and is principally owned by Freestone Capital Holdings LLC. Freestone provides wealth management and investment advisory services to high net worth families and individuals on a discretionary or non-discretionary basis, typically through managed accounts. They also serve as investment manager to private funds. | Finance |
Rainier Group Investment Advisory LLC
![]() Rainier Group Investment Advisory LLC Investment ManagersFinance Rainier Group Investment Advisory LLC (dba Coldstream Wealth Management) is a wealth management firm headquartered in Bellevue, Washington. The firm was founded by Bob Gruber in 2004 and in 2017 they merged with Coldstream Holdings Inc. Coldstream Wealth Management offers a full range of wealth management services, including portfolio management, family advisory, risk management, financial, retirement and education planning, and wealth transfer planning. They serve high net-worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Finance |
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