Jeff Powell
Algemeen Directeur bij Polaris Equity Management, Inc.
Actieve functies van Jeff Powell
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
Polaris Equity Management, Inc.
 Polaris Equity Management, Inc. Investment ManagersFinance Polaris Equity Management, Inc. operates as investment advisory firm. It also provides wealth management and financial planning services to its clients. Polaris Equity Management was founded in 1998 and is headquartered in San Francisco, CA. | Algemeen Directeur | 01-07-1998 | - |
| President | 01-07-1998 | - |
Loopbaan van Jeff Powell
Eerdere bekende functies van Jeff Powell
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
Polaris Wealth Advisory Group LLC
 Polaris Wealth Advisory Group LLC Investment ManagersFinance Polaris Wealth Advisory Group LLC (Polaris) is a SEC-registered investment advisor headquartered in San Rafael, California. The firm was founded in 2011 as Polaris Wealth Advisers LLC and then later changed its name to Polaris Greystone Financial Group LLC. In 2020, the firm changed its name to Polaris Wealth Advisory Group LLC. In 2022, they became a wholly owned subsidiary of Adviser Investments LLC. Polaris provides wealth management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, businesses, unaffiliated investment advisers, and third-party asset management platforms (TAMPs). | Algemeen Directeur | 09-06-2011 | 01-11-2022 |
| Chief Investment Officer | 09-06-2011 | 01-11-2022 | |
| Oprichter | 09-06-2011 | 01-11-2022 | |
| Lid van de Investeringscommissie | 09-06-2011 | 01-11-2022 | |
| Portefeuillebeheerder-Aandelen | 09-06-2011 | 01-11-2022 | |
| President | 09-06-2011 | 01-11-2022 | |
| Polaris Wealth Advisers LLC | Chief Investment Officer | - | 21-10-2015 |
| Portefeuillebeheerder-Aandelen | - | 21-10-2015 | |
| Corporate Officer/Principal | - | 21-10-2015 |
Opleiding van Jeff Powell
| University of Oregon | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 5 |
Operationeel
| Chief Investment Officer | 2 |
| Portfolio Manager-Equities | 2 |
| Chief Executive Officer | 2 |
Sectoraal
| Finance | 4 |
| Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Polaris Equity Management, Inc.
Polaris Equity Management, Inc. Investment ManagersFinance Polaris Equity Management, Inc. operates as investment advisory firm. It also provides wealth management and financial planning services to its clients. Polaris Equity Management was founded in 1998 and is headquartered in San Francisco, CA. | Finance |
| Polaris Wealth Advisers LLC | Finance |
Polaris Wealth Advisory Group LLC
Polaris Wealth Advisory Group LLC Investment ManagersFinance Polaris Wealth Advisory Group LLC (Polaris) is a SEC-registered investment advisor headquartered in San Rafael, California. The firm was founded in 2011 as Polaris Wealth Advisers LLC and then later changed its name to Polaris Greystone Financial Group LLC. In 2020, the firm changed its name to Polaris Wealth Advisory Group LLC. In 2022, they became a wholly owned subsidiary of Adviser Investments LLC. Polaris provides wealth management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, businesses, unaffiliated investment advisers, and third-party asset management platforms (TAMPs). | Finance |
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