Frederic Winssinger
Director/Board Member presso USANA HEALTH SCIENCES, INC.
Patrimonio netto: 153 939 $ in data 31/03/2024
Profilo
Frederic J.
Winssinger is the founder of PlanningCore Wealth Advisors LLC, which was founded in 2014.
He currently holds positions as an Independent Director at USANA Health Sciences, Inc. since 2016 and as Managing Partner at RW Partners LLC since 2006.
Mr. Winssinger previously worked as a Portfolio Manager at CapitalatWork SA and Banco JPMorgan SA. He received an undergraduate degree from Claremont McKenna College and an MBA from The Wharton School of the University of Pennsylvania.
Partecipazioni note in società pubbliche
| Società | Data | Numero di azioni | Valorizzazione | Data di valutazione |
|---|---|---|---|---|
| 11/03/2024 | 3 174 ( 0.02% ) | 153 939 $ | 31/03/2024 |
Posizioni attive di Frederic Winssinger
| Società | Posizione | Inizio |
|---|---|---|
| USANA HEALTH SCIENCES, INC. | Director/Board Member | 02/05/2016 |
RW Partners LLC
 RW Partners LLC Real Estate Investment TrustsFinance RW Partners LLC is a real estate investment and development firm. The company is headquartered in Phoenix, AZ. | Corporate Officer/Principal | 01/01/2006 |
Precedenti posizioni note di Frederic Winssinger
| Società | Posizione | Fine |
|---|---|---|
| PlanningCore Wealth Advisors LLC | Founder | - |
Banco JPMorgan SA
 Banco JPMorgan SA Investment ManagersFinance Banco JPMorgan SA (Banco JPM) is the Brazilian private banking subsidiary of JPMorgan International Finance Ltd., ultimately held by JPMorgan Chase & Co. (NYSE: JPM) in the US. Founded in 1990, Banco JPM is headquartered in S?o Paulo and provides a range of services including investment banking, global corporate banking, asset management, private banking and treasury & securities services. | Corporate Officer/Principal | - |
CapitalatWork SA
 CapitalatWork SA Investment ManagersFinance CapitalatWork SA is the Belgium-based investment management subsidiary of CapitalatWork Foyer Group SA, which is owned by Foyer SA (LU: 41485), an independent Luxembourg insurance group. Headquartered in Brussels, the firm was founded in 1990 and offers discretionary asset management services to private clients and institutions (banks, insurance companies, family offices, independent asset managers, mutual and pension funds). | Portfolio Manager-Equities | - |
Formazione di Frederic Winssinger
| Claremont McKenna College | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | 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 |
|---|---|
| USANA HEALTH SCIENCES, INC. | Health Technology |
| Aziende private | 4 |
|---|---|
CapitalatWork SA
CapitalatWork SA Investment ManagersFinance CapitalatWork SA is the Belgium-based investment management subsidiary of CapitalatWork Foyer Group SA, which is owned by Foyer SA (LU: 41485), an independent Luxembourg insurance group. Headquartered in Brussels, the firm was founded in 1990 and offers discretionary asset management services to private clients and institutions (banks, insurance companies, family offices, independent asset managers, mutual and pension funds). | Finance |
Banco JPMorgan SA
Banco JPMorgan SA Investment ManagersFinance Banco JPMorgan SA (Banco JPM) is the Brazilian private banking subsidiary of JPMorgan International Finance Ltd., ultimately held by JPMorgan Chase & Co. (NYSE: JPM) in the US. Founded in 1990, Banco JPM is headquartered in S?o Paulo and provides a range of services including investment banking, global corporate banking, asset management, private banking and treasury & securities services. | Finance |
RW Partners LLC
RW Partners LLC Real Estate Investment TrustsFinance RW Partners LLC is a real estate investment and development firm. The company is headquartered in Phoenix, AZ. | Finance |
| PlanningCore Wealth Advisors LLC |
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- Frederic Winssinger
