Profiel
Joseph Paul Kalmanovitz worked as a Senior Wealth Counselor at Versant Capital Management, Inc. from 2017 to 2018.
He obtained an undergraduate degree from the University of California, Santa Barbara.
Eerdere bekende functies van Joe Kalmanovitz
| Bedrijven | Functie | Einde |
|---|---|---|
Versant Capital Management, Inc.
 Versant Capital Management, Inc. Investment ManagersFinance Versant Capital Management, Inc. (Versant) is a SEC-registered investment advisor and wealth management firm headquartered in Phoenix, Arizona. The firm was founded by Thomas Connelly in 2004 and they are a subsidiary of The Connelly Family Trust. Versant offers discretionary and non-discretionary investment advisory, financial planning, and related consulting services to high net-worth clients, including individuals, families, and their related entities (trusts, estates, and private foundations) as well as pension and profit sharing plans, charitable organizations, corporations, and business entities. | Portefeuillebeheerder-Aandelen | 01-08-2018 |
Opleiding van Joe Kalmanovitz
| University of California, Santa Barbara | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Versant Capital Management, Inc.
Versant Capital Management, Inc. Investment ManagersFinance Versant Capital Management, Inc. (Versant) is a SEC-registered investment advisor and wealth management firm headquartered in Phoenix, Arizona. The firm was founded by Thomas Connelly in 2004 and they are a subsidiary of The Connelly Family Trust. Versant offers discretionary and non-discretionary investment advisory, financial planning, and related consulting services to high net-worth clients, including individuals, families, and their related entities (trusts, estates, and private foundations) as well as pension and profit sharing plans, charitable organizations, corporations, and business entities. | Finance |
