Profilo
Ross Causley is currently a Trader at Congress Wealth Management LLC since 2021.
Prior to this, he worked as a Trader at Waypoint Consulting, Inc. (US) from 2017 to 2021.
He also worked as a Senior Asset Manager at Galecki Financial Management, Inc. Mr. Causley completed his undergraduate degree from Indiana Institute of Technology, Inc. in 2006.
Posizioni attive di Ross Causley
| Società | Posizione | Inizio |
|---|---|---|
CW Advisors LLC
 CW Advisors LLC Investment ManagersFinance CW Advisors LLC (CWA) is an investment management firm and holding firm headquartered in Boston, Massachusetts. The firm was co-founded by Paul Lonergan and Ken Zannoni in 2009. CWA offers personalized investment management services to individuals, high-net worth individuals and families, trusts, estates, and charitable organizations, other investment advisors, corporations, and/or other business entities. | Trading-Equity | 01/05/2021 |
Precedenti posizioni note di Ross Causley
| Società | Posizione | Fine |
|---|---|---|
Waypoint Consulting, Inc. (US)
 Waypoint Consulting, Inc. (US) Investment ManagersFinance Pinnacle Advisory Group Inc. (Pinnacle) is a wealth management firm and registered investment advisor headquartered in Columbia, Maryland. The firm was founded in 1993 by John Hill, Ken Solow and Dwight Mikulis. They are a subsidiary of Congress Wealth Management LLC. Pinnacle provides financial planning and continuous investment management for affluent individual clients and a small number of institutional clients. | Trading-Equity | 01/04/2021 |
Galecki Financial Management, Inc.
 Galecki Financial Management, Inc. Investment ManagersFinance Galecki Financial Management, Inc. provides investment advice. The private company is based in Fort Wayne, IN. | Corporate Officer/Principal | - |
Formazione di Ross Causley
| Indiana Institute of Technology, Inc. | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
CW Advisors LLC
CW Advisors LLC Investment ManagersFinance CW Advisors LLC (CWA) is an investment management firm and holding firm headquartered in Boston, Massachusetts. The firm was co-founded by Paul Lonergan and Ken Zannoni in 2009. CWA offers personalized investment management services to individuals, high-net worth individuals and families, trusts, estates, and charitable organizations, other investment advisors, corporations, and/or other business entities. | Finance |
Waypoint Consulting, Inc. (US)
Waypoint Consulting, Inc. (US) Investment ManagersFinance Pinnacle Advisory Group Inc. (Pinnacle) is a wealth management firm and registered investment advisor headquartered in Columbia, Maryland. The firm was founded in 1993 by John Hill, Ken Solow and Dwight Mikulis. They are a subsidiary of Congress Wealth Management LLC. Pinnacle provides financial planning and continuous investment management for affluent individual clients and a small number of institutional clients. | Finance |
Galecki Financial Management, Inc.
Galecki Financial Management, Inc. Investment ManagersFinance Galecki Financial Management, Inc. provides investment advice. The private company is based in Fort Wayne, IN. | Finance |
- Borsa valori
- Insiders
- Ross Causley
