![Aaron Stolpen](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Actieve functies van Aaron Stolpen
Bedrijven | Functie | Begin | Einde |
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Legacy Advisors LLC
![]() Legacy Advisors LLC Investment ManagersFinance Founded in 2006, Legacy Advisors LLC is a wealth management firm and registered investment advisor headquartered in Plymouth Meeting, Pennsylvania. The firm offers the following investment advisory services, which are personalized to each individual client: Financial Planning and Consulting Services and Portfolio Management Services. | Portefeuillebeheerder-Aandelen | 01-05-2023 | - |
Marktstrateeg | 01-05-2023 | - |
Loopbaan van Aaron Stolpen
Eerdere bekende functies van Aaron Stolpen
Bedrijven | Functie | Begin | Einde |
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Domani Wealth LLC
![]() Domani Wealth LLC Investment ManagersFinance Domani Wealth LLC is a SEC-registered investment advisor headquartered in Lancaster, Pennsylvania. The firm was founded in 1995 and formerly known as PBWM Holdings LLC and as ParenteBeard Wealth Management LLC. They were acquired in 2023 by Savant Wealth Management LLC, which is ultimately owned by SCMI, Inc. Domani Wealth offers investment management and wealth advisory services for individuals and families, businesses, and family offices. | Portefeuillebeheerder-Aandelen | 01-04-2021 | - |
Statistieken
Internationaal
Verenigde Staten | 3 |
Operationeel
Portfolio Manager-Equities | 2 |
Market Strategist | 1 |
Sectoraal
Finance | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 2 |
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Domani Wealth LLC
![]() Domani Wealth LLC Investment ManagersFinance Domani Wealth LLC is a SEC-registered investment advisor headquartered in Lancaster, Pennsylvania. The firm was founded in 1995 and formerly known as PBWM Holdings LLC and as ParenteBeard Wealth Management LLC. They were acquired in 2023 by Savant Wealth Management LLC, which is ultimately owned by SCMI, Inc. Domani Wealth offers investment management and wealth advisory services for individuals and families, businesses, and family offices. | Finance |
Legacy Advisors LLC
![]() Legacy Advisors LLC Investment ManagersFinance Founded in 2006, Legacy Advisors LLC is a wealth management firm and registered investment advisor headquartered in Plymouth Meeting, Pennsylvania. The firm offers the following investment advisory services, which are personalized to each individual client: Financial Planning and Consulting Services and Portfolio Management Services. | Finance |
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