Profiel
Mr. Jeff Loehwing is Vice President & Financial Advisor at CapFinancial Partners LLC.
He has 16 year's of industry experience.
Mr. Loehwing joined CapFinancial Partners in October 2010 from Newport Capital Group where he served as Vice President in the firm's Retirement Plan consulting division.
He previously led business development and qualified retirement plan consulting services for Gallagher Retirement Services.
Mr. Loehwing graduated from King's College with a BS in Finance and is certified as an Accredited Investment Fiduciary by the Center for Fiduciary Studies in association with the University of Pittsburgh Katz Graduate School of Business.
He is also certified as a Plan Sponsor Retirement Professional through the PLANSPONSOR Institute.
Eerdere bekende functies van Jeff Loehwing
| Bedrijven | Functie | Einde |
|---|---|---|
Newport Capital Group LLC
 Newport Capital Group LLC Investment ManagersFinance Founded in 2004, Newport Capital Group LLC is an independent, registered investment advisor located in Red Bank, New Jersey. The firm is principally owned by Domenic DiPiero through the Domenic DiPiero Family Trust. They provide investment advisory services to a wide range of clients, including individuals, pension and profit sharing plans, defined benefit and defined contribution plans, business entities, trusts, estates and charitable organizations. | Corporate Officer/Principal | 30-09-2010 |
Opleiding van Jeff Loehwing
| King's College (Pennsylvania) | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Newport Capital Group LLC
Newport Capital Group LLC Investment ManagersFinance Founded in 2004, Newport Capital Group LLC is an independent, registered investment advisor located in Red Bank, New Jersey. The firm is principally owned by Domenic DiPiero through the Domenic DiPiero Family Trust. They provide investment advisory services to a wide range of clients, including individuals, pension and profit sharing plans, defined benefit and defined contribution plans, business entities, trusts, estates and charitable organizations. | Finance |
