![Mark Douglas Petrie](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Mark Douglas Petrie
Directeur/Bestuurslid bij Aspiriant Holdings S5 LLC
Actieve functies van Mark Douglas Petrie
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
Aspiriant LLC
![]() Aspiriant LLC Investment ManagersFinance Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases. | Portefeuillebeheerder-Aandelen | 01-01-2016 | - |
Advanced Capital Intelligence Global Real Estate Opps (TE) LP
![]() Advanced Capital Intelligence Global Real Estate Opps (TE) LP Investment Trusts/Mutual FundsMiscellaneous Advanced Capital Intelligence Global Real Estate Opportunities (TE) LP provides operates as an investment company which engage in real estate business. The company is headquartered in San Francisco, CA. | Directeur/Bestuurslid | - | - |
Aspiriant Holdings S5 LLC
![]() Aspiriant Holdings S5 LLC Financial ConglomeratesFinance Aspiriant Holdings S5 LLC provides investment services. The company is headquartered in Los Angeles, CA. | Directeur/Bestuurslid | - | - |
Loopbaan van Mark Douglas Petrie
Eerdere bekende functies van Mark Douglas Petrie
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
Hokanson Associates, Inc.
![]() Hokanson Associates, Inc. Investment ManagersFinance Founded in 1987, Hokanson Associates is a registered investment advisor located in Solana Beach, California. | Portefeuillebeheerder-Aandelen | 01-01-1999 | 31-12-2015 |
Portfolio Manager-Fixed Income | 18-11-2010 | 31-12-2015 | |
Engemann Asset Management
![]() Engemann Asset Management Investment ManagersFinance Founded in 1969 by Roger Engemann, Engemann Asset Management, formerly Roger Engemann & Associates, Inc., is a registered investment advisor firm located in San Francisco. Los Angeles. The firm is a subsidiary of Virtus Investment Partners, Inc. (NasdaqGM: VRTS). They specialize in the management of growth-oriented investment portfolios for individuals, corporations, foundations, endowments, trusts and retirement plans | Corporate Officer/Principal | 01-01-1998 | 01-01-1998 |
Aspiriant Holdings LLC
![]() Aspiriant Holdings LLC Financial ConglomeratesFinance Aspiriant Holdings LLC provides investment advisory services. The company is headquartered in Los Angeles, CA. | Directeur/Bestuurslid | - | - |
Opleiding van Mark Douglas Petrie
University of California, Irvine | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 8 |
Operationeel
Director/Board Member | 3 |
Portfolio Manager-Equities | 2 |
Portfolio Manager-Fixed Income | 1 |
Sectoraal
Finance | 6 |
Miscellaneous | 2 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 6 |
---|---|
Engemann Asset Management
![]() Engemann Asset Management Investment ManagersFinance Founded in 1969 by Roger Engemann, Engemann Asset Management, formerly Roger Engemann & Associates, Inc., is a registered investment advisor firm located in San Francisco. Los Angeles. The firm is a subsidiary of Virtus Investment Partners, Inc. (NasdaqGM: VRTS). They specialize in the management of growth-oriented investment portfolios for individuals, corporations, foundations, endowments, trusts and retirement plans | Finance |
Hokanson Associates, Inc.
![]() Hokanson Associates, Inc. Investment ManagersFinance Founded in 1987, Hokanson Associates is a registered investment advisor located in Solana Beach, California. | Finance |
Advanced Capital Intelligence Global Real Estate Opps (TE) LP
![]() Advanced Capital Intelligence Global Real Estate Opps (TE) LP Investment Trusts/Mutual FundsMiscellaneous Advanced Capital Intelligence Global Real Estate Opportunities (TE) LP provides operates as an investment company which engage in real estate business. The company is headquartered in San Francisco, CA. | Miscellaneous |
Aspiriant Holdings LLC
![]() Aspiriant Holdings LLC Financial ConglomeratesFinance Aspiriant Holdings LLC provides investment advisory services. The company is headquartered in Los Angeles, CA. | Finance |
Aspiriant LLC
![]() Aspiriant LLC Investment ManagersFinance Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases. | Finance |
Aspiriant Holdings S5 LLC
![]() Aspiriant Holdings S5 LLC Financial ConglomeratesFinance Aspiriant Holdings S5 LLC provides investment services. The company is headquartered in Los Angeles, CA. | Finance |
- Beurs
- Insiders
- Mark Douglas Petrie
- Ervaring