Ken Frost
Chief Investment Officer bij WFA of San Diego LLC
Profiel
Kenneth Grover Frost is currently working as the Executive Vice President & CIO at WFA of San Diego LLC.
Previously, he worked as the Executive Vice President & Chief Investment Officer at Wheeler Frost Associates, Inc. Frost holds an MBA from The Ohio State University, which he received in 1984, and an undergraduate degree from Oregon State University, which he received in 1980.
Actieve functies van Ken Frost
| Bedrijven | Functie | Begin |
|---|---|---|
WFA of San Diego LLC
 WFA of San Diego LLC Investment ManagersFinance WFA of San Diego LLC (WFA San Diego) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded in 2019 and is owned by Zermatt Holdings LLC. WFA San Diego provides personalized confidential wealth planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. | Chief Investment Officer | - |
Eerdere bekende functies van Ken Frost
| Bedrijven | Functie | Einde |
|---|---|---|
Wheeler Frost Associates, Inc.
 Wheeler Frost Associates, Inc. Investment ManagersFinance Founded by Peter R. Wheeler in 1982, Wheeler/Frost Associates, Inc. is a registered investment advisor located in San Diego, California. The firm provides wealth planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses. | Chief Investment Officer | - |
Opleiding van Ken Frost
| The Ohio State University | Masters Business Admin |
| Oregon State University | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Wheeler Frost Associates, Inc.
Wheeler Frost Associates, Inc. Investment ManagersFinance Founded by Peter R. Wheeler in 1982, Wheeler/Frost Associates, Inc. is a registered investment advisor located in San Diego, California. The firm provides wealth planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses. | Finance |
WFA of San Diego LLC
WFA of San Diego LLC Investment ManagersFinance WFA of San Diego LLC (WFA San Diego) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded in 2019 and is owned by Zermatt Holdings LLC. WFA San Diego provides personalized confidential wealth planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. | Finance |
