John Michael Baxman
Portefeuillebeheerder-Aandelen bij Litman Gregory Wealth Management LLC
Actieve functies van John Michael Baxman
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
Litman Gregory Wealth Management LLC
 Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Portefeuillebeheerder-Aandelen | 01-01-2009 | - |
Loopbaan van John Michael Baxman
Eerdere bekende functies van John Michael Baxman
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
| Fidelity Investment Trust | Corporate Officer/Principal | - | - |
Opleiding van John Michael Baxman
| Sonoma State University | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 4 |
Operationeel
| Undergraduate Degree | 1 |
| Corporate Officer/Principal | 1 |
| Portfolio Manager-Equities | 1 |
Sectoraal
| Consumer Services | 2 |
| Miscellaneous | 2 |
| Finance | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
| Fidelity Investment Trust | Miscellaneous |
Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Finance |
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