Theodore Cambilis

Direttore/Membro del Consiglio presso Circle Wealth Management LLC

Finance

Consumer Services

Posizioni attive di Theodore Cambilis

Società	Posizione	Inizio	Fine
Circle Wealth Management LLC Circle Wealth Management LLC Investment ManagersFinance Circle Wealth Management LLC (CWM) is a SEC-registered investment advisor headquartered in Summit, New Jersey. The firm was founded by Maria Kattan-Chrin in 2006 and is a subsidiary of MLKS LLC. CWM provides customized wealth advisory and investment management services to a select group of high-net-worth individuals and multi-generational families, their related trusts, foundations, and endowments.	Analyst-Equity	01/06/2015	-
	Direttore/Membro del Consiglio	-	-
	Membro del Comitato di Investimento	01/06/2015	-
	Gestore di Portafoglio-Azioni	01/06/2015	-

Rutgers Business School

Undergraduate Degree

Distribuzione geografica

Stati Uniti

Posizioni

Analyst-Equity	1
Director/Board Member	1
Investment Committee Member	1

Settori

Finance	2
Consumer Services	2

Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Aziende private	1
Circle Wealth Management LLC Circle Wealth Management LLC Investment ManagersFinance Circle Wealth Management LLC (CWM) is a SEC-registered investment advisor headquartered in Summit, New Jersey. The firm was founded by Maria Kattan-Chrin in 2006 and is a subsidiary of MLKS LLC. CWM provides customized wealth advisory and investment management services to a select group of high-net-worth individuals and multi-generational families, their related trusts, foundations, and endowments.	Finance

Aziende private

Finance