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Patrick Goshtigian
Algemeen Directeur bij EPWA, Inc.
Actieve functies van Patrick Goshtigian
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
EP Wealth Advisors LLC
![]() EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Lid van de Investeringscommissie | 01-06-2011 | - |
Algemeen Directeur | 01-06-2011 | 01-06-2023 | |
President | 01-06-2011 | 01-06-2023 | |
EPWA, Inc.
![]() EPWA, Inc. Investment ManagersFinance EPWA, Inc. operates as an investment holding company. It provides advisory and financial planning services. The company is headquartered in Torrance, CA. | Bedrijfssecretaris | - | - |
Algemeen Directeur | - | - | |
Directeur/Bestuurslid | - | - |
Loopbaan van Patrick Goshtigian
Eerdere bekende functies van Patrick Goshtigian
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
Analysis Group, Inc.
![]() Analysis Group, Inc. Miscellaneous Commercial ServicesCommercial Services Analysis Group, Inc. provides economic, financial, health care analytics, and business strategy consulting services to law firms. It offers antitrust and competition, class certification, commercial disputes, damages, energy and environment and communications, securities and financial products. The company was founded in 1981 and is headquartered in Menlo Park, CA. | Corporate Officer/Principal | 31-12-1999 | 31-12-1999 |
Nuveen Investments, Inc.
![]() Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Corporate Officer/Principal | - | - |
Nuveen Investments Institutional Services Group LLC
![]() Nuveen Investments Institutional Services Group LLC Investment ManagersFinance Nuveen Investments Institutional Services Group LLC operated as an investment adviser. The company was headquartered in Los Angeles, CA. | Corporate Officer/Principal | - | - |
NWQ Investment Management Co. LLC
![]() NWQ Investment Management Co. LLC Investment ManagersFinance NWQ Investment Management Co. LLC (NWQ) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1982 and is a subsidiary of Nuveen NWQ Holdings LLC, ultimately held by Nuveen Investments, Inc. NWQ provides investment advisory services to a wide variety of retail and high net-worth individual and institutional clients, such as corporate and multi-employer plans, charitable organizations, educational institutions, trust accounts, estates, corporations or other business entities, banks and thrift institutions, insurance companies, governments and municipalities. Additionally, the firm provides investment sub-advisory services to affiliated and unaffiliated open-end and closed-end investment companies, CITs, and UCITS Funds. | Portefeuillebeheerder-Aandelen | 01-01-2000 | - |
Opleiding van Patrick Goshtigian
Massachusetts Institute of Technology | Undergraduate Degree |
University of California, Los Angeles | Masters Business Admin |
Statistieken
Internationaal
Verenigde Staten | 9 |
Operationeel
Corporate Officer/Principal | 3 |
Chief Executive Officer | 2 |
Portfolio Manager-Equities | 1 |
Sectoraal
Finance | 7 |
Commercial Services | 2 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 6 |
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NWQ Investment Management Co. LLC
![]() NWQ Investment Management Co. LLC Investment ManagersFinance NWQ Investment Management Co. LLC (NWQ) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1982 and is a subsidiary of Nuveen NWQ Holdings LLC, ultimately held by Nuveen Investments, Inc. NWQ provides investment advisory services to a wide variety of retail and high net-worth individual and institutional clients, such as corporate and multi-employer plans, charitable organizations, educational institutions, trust accounts, estates, corporations or other business entities, banks and thrift institutions, insurance companies, governments and municipalities. Additionally, the firm provides investment sub-advisory services to affiliated and unaffiliated open-end and closed-end investment companies, CITs, and UCITS Funds. | Finance |
Nuveen Investments, Inc.
![]() Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Finance |
Nuveen Investments Institutional Services Group LLC
![]() Nuveen Investments Institutional Services Group LLC Investment ManagersFinance Nuveen Investments Institutional Services Group LLC operated as an investment adviser. The company was headquartered in Los Angeles, CA. | Finance |
Analysis Group, Inc.
![]() Analysis Group, Inc. Miscellaneous Commercial ServicesCommercial Services Analysis Group, Inc. provides economic, financial, health care analytics, and business strategy consulting services to law firms. It offers antitrust and competition, class certification, commercial disputes, damages, energy and environment and communications, securities and financial products. The company was founded in 1981 and is headquartered in Menlo Park, CA. | Commercial Services |
EP Wealth Advisors LLC
![]() EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
EPWA, Inc.
![]() EPWA, Inc. Investment ManagersFinance EPWA, Inc. operates as an investment holding company. It provides advisory and financial planning services. The company is headquartered in Torrance, CA. | Finance |
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