John Patrick Basford
Lid van de Investeringscommissie bij Cerity Partners LLC
Profiel
Mr. John P.
Basford is a Partner & Market Leader at Cerity Partners LLC.
He is a member of the Investment Committee and has over 27 years of Investment Advisory experience working with high-net-worth families, foundations, not-for-profits, and endowments.
He started his career with a lead money management firm in Birmingham, Michigan.
From there, he moved to a leading national brokerage firm.
After successfully building a practice he was recruited by Deloitte & Touche and founded their Investment Advising Practice in Michigan.
He also chaired the Investment Policy Committee and served as practice leader for the Detroit office.
John was involved in many aspects of developing the infrastructure of Deloitte’s investment practice in that region, including performance reporting, research, and deliverables to the marketplace.
He was the lead contributor and educator on a national basis of tax-aware investing strategies within the Deloitte Investment Advisory Practice.
He received his undergraduate degree from the University of Detroit Mercy.
Actieve functies van John Patrick Basford
Bedrijven | Functie | Begin |
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Cerity Partners LLC
Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Lid van de Investeringscommissie | 01-06-2012 |
Opleiding van John Patrick Basford
University of Detroit Mercy | Undergraduate Degree |
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Cerity Partners LLC
Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Finance |