Mitch Goldfeld
Lid van de Investeringscommissie bij RPg Family Wealth Advisory LLC
Actieve functies van Mitch Goldfeld
Bedrijven | Functie | Begin | Einde |
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RPg Family Wealth Advisory LLC
RPg Family Wealth Advisory LLC Investment ManagersFinance RPg Family Wealth Advisory LLC (FWA) is a registered investment advisor and multi-family office headquartered in Burlington, Massachusetts. Itwas founded by David M. Gatti and Jason A. McGinty in 2011. The firm is a wholly-owned subsidiary of Risk Paradigm Group Holdings LLC. FWA provides customized wealth advisory services to individuals, high net worth individuals, trusts, estates, charities, businesses and retirement plans. | Lid van de Investeringscommissie | 01-06-2015 | - |
Portefeuillebeheerder-Aandelen | 01-06-2015 | - |
Loopbaan van Mitch Goldfeld
Eerdere bekende functies van Mitch Goldfeld
Bedrijven | Functie | Begin | Einde |
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Detwiler Fenton Investment Management LLC
Detwiler Fenton Investment Management LLC Investment ManagersFinance Detwiler Fenton Investment Management LLC provides tactical advisory and portfolio management services. Its advisory management practice is a holistic application of its institutional research and knowledge-based investing heritage. The firm’s managers oversee a number of core investment models and strategies, some more suited to specific periods in the business and market cycles and more opportunistic strategies are continuously being constructed, allowing customers to gain managed exposure to relevant market opportunity for defined periods of time. The company is headquartered in Boston, MA. | Portefeuillebeheerder-Aandelen | 01-07-2010 | 01-06-2015 |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | - | - |
Opleiding van Mitch Goldfeld
State University of New York at Binghamton | Undergraduate Degree |
University of Pennsylvania | Masters Business Admin |
Statistieken
Internationaal
Verenigde Staten | 6 |
Operationeel
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 1 |
Undergraduate Degree | 1 |
Sectoraal
Finance | 4 |
Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 3 |
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Detwiler Fenton Investment Management LLC
Detwiler Fenton Investment Management LLC Investment ManagersFinance Detwiler Fenton Investment Management LLC provides tactical advisory and portfolio management services. Its advisory management practice is a holistic application of its institutional research and knowledge-based investing heritage. The firm’s managers oversee a number of core investment models and strategies, some more suited to specific periods in the business and market cycles and more opportunistic strategies are continuously being constructed, allowing customers to gain managed exposure to relevant market opportunity for defined periods of time. The company is headquartered in Boston, MA. | Finance |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
RPg Family Wealth Advisory LLC
RPg Family Wealth Advisory LLC Investment ManagersFinance RPg Family Wealth Advisory LLC (FWA) is a registered investment advisor and multi-family office headquartered in Burlington, Massachusetts. Itwas founded by David M. Gatti and Jason A. McGinty in 2011. The firm is a wholly-owned subsidiary of Risk Paradigm Group Holdings LLC. FWA provides customized wealth advisory services to individuals, high net worth individuals, trusts, estates, charities, businesses and retirement plans. | Finance |
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