Storia della carriera di Teri LaMar
Precedenti posizioni note di Teri LaMar
Società | Posizione | Inizio | Fine |
---|---|---|---|
Filament LLC
Filament LLC Investment ManagersFinance Filament LLC is a wealth management firm headquartered in Seattle, Washington. The firm was founded in 2005 by two CPAs — Scott Butterfield and Conrad Gehrmann – and attorney John Goodwin. In 2020, they became a subsidiary of Laird Norton Wealth Management LLC, which is ultimately owned by Laird Norton Co. LLC. Filament provides investment and financial advisory services predominantly to high net-worth individuals, families, and related family entities. Entities include trusts, estates, family foundations, family investment corporations, partnerships and small businesses. The firm also provides investment advisory services to institutional clients, including charities (and their endowments or foundations) and donor advised funds. | Gestore di Portafoglio-Azioni | 01/12/2009 | 01/12/2020 |
Cornerstone Advisors Asset Management, Inc.
Cornerstone Advisors Asset Management, Inc. Investment ManagersFinance Founded in 2001, Cornerstone Advisors, Inc. is a registered investment advisor located in Asheville, North Carolina | Corporate Officer/Principal | - | - |
Bristlecone Advisors LLC
Bristlecone Advisors LLC Investment ManagersFinance Bristlecone Advisors LLC (Bristlecone) is an independent, SEC-registered investment advisory firm and multi-family office headquartered in Seattle, Washington. The firm was founded by Keith Vernon in 1999. Bristlecone offers integrated wealth management and family office services to high net-worth individuals and families. | Corporate Officer/Principal | - | - |
Formazione di Teri LaMar
Seattle University | Graduate Degree |
Seattle Pacific University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 6 |
Posizioni
Corporate Officer/Principal | 2 |
Portfolio Manager-Equities | 1 |
Graduate Degree | 1 |
Settori
Finance | 4 |
Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 3 |
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Filament LLC
Filament LLC Investment ManagersFinance Filament LLC is a wealth management firm headquartered in Seattle, Washington. The firm was founded in 2005 by two CPAs — Scott Butterfield and Conrad Gehrmann – and attorney John Goodwin. In 2020, they became a subsidiary of Laird Norton Wealth Management LLC, which is ultimately owned by Laird Norton Co. LLC. Filament provides investment and financial advisory services predominantly to high net-worth individuals, families, and related family entities. Entities include trusts, estates, family foundations, family investment corporations, partnerships and small businesses. The firm also provides investment advisory services to institutional clients, including charities (and their endowments or foundations) and donor advised funds. | Finance |
Bristlecone Advisors LLC
Bristlecone Advisors LLC Investment ManagersFinance Bristlecone Advisors LLC (Bristlecone) is an independent, SEC-registered investment advisory firm and multi-family office headquartered in Seattle, Washington. The firm was founded by Keith Vernon in 1999. Bristlecone offers integrated wealth management and family office services to high net-worth individuals and families. | Finance |
Cornerstone Advisors Asset Management, Inc.
Cornerstone Advisors Asset Management, Inc. Investment ManagersFinance Founded in 2001, Cornerstone Advisors, Inc. is a registered investment advisor located in Asheville, North Carolina | Finance |
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