Frederic Winssinger
Vermogen: 207 800 $ op 30-06-2026
Vermogen: 207 800 $ op 30-06-2026
Mr. Frederic J.
Winssinger is an Independent Director at USANA Health Sciences, Inc. and a Managing Partner at RW Partners LLC.
He is on the Board of Directors at USANA Health Sciences, Inc. Mr. Winssinger was previously employed as a Co-Founder by PlanningCore Wealth Advisors LLC, a Portfolio Manager by Banco JPMorgan SA, and a Portfolio Manager by CapitalatWork SA. He received his undergraduate degree from Claremont McKenna College and an MBA from The Wharton School of the University of Pennsylvania.
| Onderneming | Datum | Aantal aandelen | Totale waarde | Waarderingsdatum |
|---|---|---|---|---|
| 23-07-2026 | 9.733 ( 0,05% ) | 207 800 $ | 30-06-2026 |
| Bedrijven | Functie | Begin |
|---|---|---|
| USANA HEALTH SCIENCES, INC. | Directeur/Bestuurslid | 02-05-2016 |
RW Partners LLC
RW Partners LLC Real Estate Investment TrustsFinance Operates as a real estate investment and development company | Corporate Officer/Principal | 01-01-2006 |
| Bedrijven | Functie | Einde |
|---|---|---|
PlanningCore Wealth Advisors LLC | Oprichter | - |
Banco JPMorgan SA
Banco JPMorgan SA Investment ManagersFinance Banco JPM is an active manager which aims to deliver positive, risk-adjusted returns appropriate to client financial goals and risk tolerance. The firm leverages their global network to offer clients guidance and experience in matters of succession, estate planning, loan structuring and liquidity solutions. | Corporate Officer/Principal | - |
CapitalatWork SA
CapitalatWork SA Investment ManagersFinance CapitalatWork is an active, value-oriented investor with a global, long-term outlook and a focus on business quality at a reasonable price. The firm invests in equity and fixed-income in liquid markets, occasionally following a contrarian approach. The larger part of CapitalatWork's investments consists of equity in Europe, the US and Asia. The balance is invested in fixed-income, inflation-linked and nominal bonds in equal proportions. Their investment process is bottom-up and starts with a valuation screen for quality companies that are attractively-priced, focusing on sustainable free-cash-flow generating capacities. | Portefeuillebeheerder-Aandelen | - |
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
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| Bedrijven in privébezit | 7 |
|---|---|
USANA Health Sciences, Inc.
USANA Health Sciences, Inc. Pharmaceuticals: OtherHealth Technology Develops and manufactures nutritional, personal care and weight-management products | Health Technology |
CapitalatWork SA
CapitalatWork SA Investment ManagersFinance CapitalatWork is an active, value-oriented investor with a global, long-term outlook and a focus on business quality at a reasonable price. The firm invests in equity and fixed-income in liquid markets, occasionally following a contrarian approach. The larger part of CapitalatWork's investments consists of equity in Europe, the US and Asia. The balance is invested in fixed-income, inflation-linked and nominal bonds in equal proportions. Their investment process is bottom-up and starts with a valuation screen for quality companies that are attractively-priced, focusing on sustainable free-cash-flow generating capacities. | Finance |
Claremont McKenna College
Claremont McKenna College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Banco JPMorgan SA
Banco JPMorgan SA Investment ManagersFinance Banco JPM is an active manager which aims to deliver positive, risk-adjusted returns appropriate to client financial goals and risk tolerance. The firm leverages their global network to offer clients guidance and experience in matters of succession, estate planning, loan structuring and liquidity solutions. | Finance |
RW Partners LLC
RW Partners LLC Real Estate Investment TrustsFinance Operates as a real estate investment and development company | Finance |
The Wharton School of the University of Pennsylvania
The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
PlanningCore Wealth Advisors LLC |
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