Storia della carriera di Rich Erwin
Precedenti posizioni note di Rich Erwin
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Exencial Wealth Advisors LLC
 Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations. | Analyst-Equity | 01/01/2013 | 01/02/2023 |
| Gestore di Portafoglio-Azioni | 01/01/2013 | 01/02/2023 | |
Investors Asset Management, Inc.
 Investors Asset Management, Inc. Investment ManagersFinance Founded in 1983, Investors Asset Management, Inc. (IAM) is a registered investment advisor based in Plano, Texas. Their clients include individuals, trusts, institutions and retirement plans. | Direttore degli Investimenti | 31/12/2012 | 31/12/2012 |
| Fondatore | 31/12/2012 | 31/12/2012 | |
| Gestore di Portafoglio-Azioni | 31/12/2012 | 31/12/2012 | |
| Portfolio Manager-Fixed Income | 31/12/2012 | 31/12/2012 | |
| Presidente | - | 31/12/2012 |
Formazione di Rich Erwin
| Principia College | Undergraduate Degree |
| Babson College | Masters Business Admin |
Statistiche
Distribuzione geografica
| Stati Uniti | 5 |
Posizioni
| Portfolio Manager-Equities | 2 |
| Chief Investment Officer | 1 |
| Founder | 1 |
Settori
| Finance | 3 |
| Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 2 |
|---|---|
Investors Asset Management, Inc.
Investors Asset Management, Inc. Investment ManagersFinance Founded in 1983, Investors Asset Management, Inc. (IAM) is a registered investment advisor based in Plano, Texas. Their clients include individuals, trusts, institutions and retirement plans. | Finance |
Exencial Wealth Advisors LLC
Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations. | Finance |
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