![Jim Betzig](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Actieve functies van Jim Betzig
Bedrijven | Functie | Begin | Einde |
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TrinityPoint Wealth LLC
![]() TrinityPoint Wealth LLC Investment ManagersFinance TrinityPoint Wealth LLC (TPW) is an independent registered wealth management and investment advisory firm headquartered in Milford, Connecticut. The firm is a subsidiary of TrinityPoint Wealth Holdings LLC, which is owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). TPW provides holistic and personalized financial planning and discretionary and nondiscretionary investment advisory services to individuals and families, individuals and families, business owners, retirement plans, or institutions. | Algemeen Directeur | - | - |
Loopbaan van Jim Betzig
Eerdere bekende functies van Jim Betzig
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
Beirne Wealth Consulting LLC
![]() Beirne Wealth Consulting LLC Investment ManagersFinance Beirne Wealth Consulting LLC (BWC) is privately-owned investment firm headquartered in Shelton, Connecticut with an additional office in Pennsylvania. The firm was founded by John-Oliver Beirne and James Betzig in 2012. BWC provides independent, fee-based wealth management services and innovative financial strategies for individuals, families, business owners and institutions. | Operationeel Directeur | 01-01-2012 | 01-05-2018 |
Oprichter | 01-01-2012 | 01-05-2018 |
Opleiding van Jim Betzig
Trinity College (Connecticut) | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 4 |
Operationeel
Chief Operating Officer | 1 |
Founder | 1 |
Undergraduate Degree | 1 |
Sectoraal
Finance | 3 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 2 |
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Beirne Wealth Consulting LLC
![]() Beirne Wealth Consulting LLC Investment ManagersFinance Beirne Wealth Consulting LLC (BWC) is privately-owned investment firm headquartered in Shelton, Connecticut with an additional office in Pennsylvania. The firm was founded by John-Oliver Beirne and James Betzig in 2012. BWC provides independent, fee-based wealth management services and innovative financial strategies for individuals, families, business owners and institutions. | Finance |
TrinityPoint Wealth LLC
![]() TrinityPoint Wealth LLC Investment ManagersFinance TrinityPoint Wealth LLC (TPW) is an independent registered wealth management and investment advisory firm headquartered in Milford, Connecticut. The firm is a subsidiary of TrinityPoint Wealth Holdings LLC, which is owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). TPW provides holistic and personalized financial planning and discretionary and nondiscretionary investment advisory services to individuals and families, individuals and families, business owners, retirement plans, or institutions. | Finance |
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