Nathan Sonnenberg
Chief Investment Officer bij AdvicePeriod LLC
Profiel
Nathan Sonnenberg is currently the Chief Investment Officer at AdvicePeriod LLC.
Prior to this, he held the same position at Glassman Wealth Services LLC and Fortigent LLC.
He completed his undergraduate degree at the University of Virginia.
Actieve functies van Nathan Sonnenberg
| Bedrijven | Functie | Begin |
|---|---|---|
AdvicePeriod LLC
 AdvicePeriod LLC Investment ManagersFinance AdvicePeriod LLC is a wealth management firm headquartered in Los Angeles, California. The firm was founded by Steven Lockshin in 2013 and is majority owned by Mariner Wealth Advisors LLC. AdvicePeriod provides advisory services to individuals, trusts, estates, family entities, charitable organizations, corporations, and other business entities. | Chief Investment Officer | - |
Eerdere bekende functies van Nathan Sonnenberg
| Bedrijven | Functie | Einde |
|---|---|---|
Fortigent LLC
 Fortigent LLC Investment ManagersFinance Fortigent LLC provides wealth management solutions and consulting services to independent advisors. The company was founded in 1994 and is headquartered in Rockville, MD. | Corporate Officer/Principal | - |
Glassman Wealth Services LLC
 Glassman Wealth Services LLC Investment ManagersFinance Glassman Wealth Services LLC (GWS) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Vienna, Virginia. The firm was founded by Barry Glassman in 2009. GWS offers investment advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, and charitable organizations. | Chief Investment Officer | - |
Opleiding van Nathan Sonnenberg
| University of Virginia | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
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Connecties
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Bedrijven verbonden in de eerste graad
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Vrouw
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Glassman Wealth Services LLC
Glassman Wealth Services LLC Investment ManagersFinance Glassman Wealth Services LLC (GWS) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Vienna, Virginia. The firm was founded by Barry Glassman in 2009. GWS offers investment advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, and charitable organizations. | Finance |
Fortigent LLC
Fortigent LLC Investment ManagersFinance Fortigent LLC provides wealth management solutions and consulting services to independent advisors. The company was founded in 1994 and is headquartered in Rockville, MD. | Finance |
AdvicePeriod LLC
AdvicePeriod LLC Investment ManagersFinance AdvicePeriod LLC is a wealth management firm headquartered in Los Angeles, California. The firm was founded by Steven Lockshin in 2013 and is majority owned by Mariner Wealth Advisors LLC. AdvicePeriod provides advisory services to individuals, trusts, estates, family entities, charitable organizations, corporations, and other business entities. | Finance |
