Scott Winters
Chief Executive Officer presso FINANCIAL GRAVITY COMPANIES, INC.
Patrimonio netto: 2 M $ in data 31/03/2024
Profilo
Scott Christopher Winters is the founder.
He founded Freedom Investment Management, Inc. in 2003, where he served as the Chief Executive Officer from 2003 to 2017.
Currently, Mr. Winters holds multiple positions.
He is the Co-Chairman & Chief Executive Officer at Financial Gravity Cos., Inc. since 2016.
He is also the Chief Executive Officer at Financial Gravity Asset Management, Inc. since 2019.
Additionally, he serves as the Executive Chairman at Forta Financial Group, Inc. since 2016.
In the past, Mr. Winters held the position of Chairman & Chief Executive Officer at EQIS Holding, Inc. Regarding his education, Mr. Winters completed his undergraduate degree at San Diego State University.
He also obtained an MBA from Pedago LLC.
Partecipazioni note in società pubbliche
| Società | Data | Numero di azioni | Valorizzazione | Data di valutazione |
|---|---|---|---|---|
| 26/09/2023 | 13 869 142 ( 15.11% ) | 2 M $ | 31/03/2024 |
Posizioni attive di Scott Winters
| Società | Posizione | Inizio |
|---|---|---|
| FINANCIAL GRAVITY COMPANIES, INC. | Chief Executive Officer | 15/08/2019 |
Forta Financial Group, Inc.
 Forta Financial Group, Inc. Investment ManagersFinance Forta Financial Group, Inc. engages in the provision of financial planning solutions. It specializes in the investment advice, financial management, and financial planning services. The company was founded by Dan Lempe in 1991 and is headquartered in Greenwood Village, CO. | Chairman | - |
Financial Gravity Asset Management, Inc.
 Financial Gravity Asset Management, Inc. Investment ManagersFinance Part of Financial Gravity Cos., Inc., Financial Gravity Asset Management, Inc. is a private company that provides investment advice. The company is based in Austin, TX. The company was founded in 2007. The CEO is Scott Christopher Winters. | Chief Executive Officer | 01/08/2019 |
Precedenti posizioni note di Scott Winters
| Società | Posizione | Fine |
|---|---|---|
Freedom Investment Management, Inc. (US)
 Freedom Investment Management, Inc. (US) Investment ManagersFinance Freedom Investment Management, Inc. (Freedom) is an asset management subsidiary of Freedom Advisors Group Intermediate Holdings LLC, headquartered in Hartford, Connecticut. The firm was founded in 2003 by Jennifer Winters, William Nelson, and Scott Winters. Freedom is a subsidiary of Freedom Advisors Group Intermediate Holdings LLC, ultimately held by EQIS Holding, Inc., a holding company. Formerly known as EQIS Capital Management, Inc., the firm provides discretionary investment advisory services to separately managed accounts, pooled investment vehicles, and through sub-advisory relationships. | Chief Executive Officer | 01/01/2017 |
EQIS Holding, Inc.
 EQIS Holding, Inc. Information Technology ServicesTechnology Services EQIS Holding, Inc. provides computer related services. The company is headquartered in San Rafael, CA. | Chief Executive Officer | - |
Formazione di Scott Winters
| San Diego State University | Undergraduate Degree |
| Pedago LLC | Masters Business Admin |
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
| Società quotate in Borsa | 1 |
|---|---|
| FINANCIAL GRAVITY COMPANIES, INC. | Finance |
| Aziende private | 4 |
|---|---|
Forta Financial Group, Inc.
Forta Financial Group, Inc. Investment ManagersFinance Forta Financial Group, Inc. engages in the provision of financial planning solutions. It specializes in the investment advice, financial management, and financial planning services. The company was founded by Dan Lempe in 1991 and is headquartered in Greenwood Village, CO. | Finance |
EQIS Holding, Inc.
EQIS Holding, Inc. Information Technology ServicesTechnology Services EQIS Holding, Inc. provides computer related services. The company is headquartered in San Rafael, CA. | Technology Services |
Freedom Investment Management, Inc. (US)
Freedom Investment Management, Inc. (US) Investment ManagersFinance Freedom Investment Management, Inc. (Freedom) is an asset management subsidiary of Freedom Advisors Group Intermediate Holdings LLC, headquartered in Hartford, Connecticut. The firm was founded in 2003 by Jennifer Winters, William Nelson, and Scott Winters. Freedom is a subsidiary of Freedom Advisors Group Intermediate Holdings LLC, ultimately held by EQIS Holding, Inc., a holding company. Formerly known as EQIS Capital Management, Inc., the firm provides discretionary investment advisory services to separately managed accounts, pooled investment vehicles, and through sub-advisory relationships. | Finance |
Financial Gravity Asset Management, Inc.
Financial Gravity Asset Management, Inc. Investment ManagersFinance Part of Financial Gravity Cos., Inc., Financial Gravity Asset Management, Inc. is a private company that provides investment advice. The company is based in Austin, TX. The company was founded in 2007. The CEO is Scott Christopher Winters. | Finance |
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