Chris Allegretti
Algemeen Directeur bij HBK Sorce Advisory LLC
Profiel
Mr. Christopher M.
Allegretti, CPA, is a Managing Principal & Chief Executive Officer at HBK Sorce Advisory LLC and a Chief Executive Officer & Managing Principal at Hill Barth & King LLC.
He provides strategic direction to the firm with a focus on enhancing the quality and depth of its services to provide the greatest value to HBKS clients.
He works with the 10 HBKS offices in Ohio, Pennsylvania and Florida to ensure the firm’s investment in people and resources is focused on client goals and that services are rooted in the firm’s commitment to long-range planning and superior client service.
His vision for the firm includes maintaining its reputation and distinction as professionals of superior knowledge, experience and dedication to the highest level of client satisfaction.
Mr. Allegretti holds a Bachelor of Science degree in Accounting from Edinborg University and has been awarded the Certificate of Achievement in Personal Financial Planning from the American Institute of Certified Public Accountants.
Actieve functies van Chris Allegretti
| Bedrijven | Functie | Begin |
|---|---|---|
HBK Sorce Advisory LLC
 HBK Sorce Advisory LLC Investment ManagersFinance HBK Sorce Advisory LLC (HBKS), do-business-as HBKS Wealth Advisors, is a SEC-registered investment advisor headquartered in Erie, Pennsylvania. The firm was founded in 2001 by Greg Sorce and Chris Sorce. They are a wholly-owned subsidiary of HBK Sorce Financial LLC, ultimately held by Hill, Barth & King Financial Holdings LLC. HBKS provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and other business entities. | Algemeen Directeur | 01-03-2001 |
Hill, Barth & King LLC
 Hill, Barth & King LLC Miscellaneous Commercial ServicesCommercial Services Hill, Barth & King LLC engages in the provision of accounting and auditing services. It offers accounting, assurance, tax, business valuation and consultation. The company was founded in 1949 and is headquartered in Alliance, OH. | Algemeen Directeur | - |
Opleiding van Chris Allegretti
| Edinboro University of Pennsylvania | Undergraduate Degree |
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 | 2 |
|---|---|
HBK Sorce Advisory LLC
HBK Sorce Advisory LLC Investment ManagersFinance HBK Sorce Advisory LLC (HBKS), do-business-as HBKS Wealth Advisors, is a SEC-registered investment advisor headquartered in Erie, Pennsylvania. The firm was founded in 2001 by Greg Sorce and Chris Sorce. They are a wholly-owned subsidiary of HBK Sorce Financial LLC, ultimately held by Hill, Barth & King Financial Holdings LLC. HBKS provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and other business entities. | Finance |
Hill, Barth & King LLC
Hill, Barth & King LLC Miscellaneous Commercial ServicesCommercial Services Hill, Barth & King LLC engages in the provision of accounting and auditing services. It offers accounting, assurance, tax, business valuation and consultation. The company was founded in 1949 and is headquartered in Alliance, OH. | Commercial Services |
