Profiel
Mr. Brian P.
Amidei is a Chief Executive Officer & Founding Partner at Fortem Financial Group LLC.
With over 23 years of experience in the financial industry, Mr. Amidei specializes in creating and implementing wealth management strategies with a focus on risk management, insurance planning and estate planning issues.
Previously, Mr. Amidei was a Managing Director and Partner at HighTower, as well as have spent 13 years as a Senior Vice President and Wealth Management Advisor for Merrill Lynch in Indian Wells, California.
At Merrill Lynch, he was a member of the Charles E.
Merrill Circle of Excellence, a recognition given to a select group of Financial Advisors.
He began his career by purchasing a seat on the Chicago Board of Trade.
As a member of the exchange, he traded Municipal bond and Treasury bond options and futures for his own account.
Actieve functies van Brian Paul Amidei
| Bedrijven | Functie | Begin |
|---|---|---|
Fortem Financial Group LLC
 Fortem Financial Group LLC Investment ManagersFinance Fortem Financial Group LLC (Fortem Financial) is a SEC-registered investment adviser and wealth management firm headquartered in Palm Desert, California. The firm was founded by Brian P. Amidei in 2016 and is a subsidiary of Focus Operating LLC, which is ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Fortem Financial provides investment advisory services to high net-worth individuals, corporations and business entities, pension and profit-sharing plans, charitable organizations, and trusts and estates. | Algemeen Directeur | 01-01-2016 |
Eerdere bekende functies van Brian Paul Amidei
| Bedrijven | Functie | Einde |
|---|---|---|
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
HighTower Advisors LLC
 HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Portefeuillebeheerder-Aandelen | - |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
Fortem Financial Group LLC
Fortem Financial Group LLC Investment ManagersFinance Fortem Financial Group LLC (Fortem Financial) is a SEC-registered investment adviser and wealth management firm headquartered in Palm Desert, California. The firm was founded by Brian P. Amidei in 2016 and is a subsidiary of Focus Operating LLC, which is ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Fortem Financial provides investment advisory services to high net-worth individuals, corporations and business entities, pension and profit-sharing plans, charitable organizations, and trusts and estates. | Finance |
