Peter William Mueller
Portefeuillebeheerder-Aandelen bij HoyleCohen LLC
Profiel
Peter William Mueller is currently a Senior Wealth Advisor & Managing Partner at HoyleCohen LLC since 2017.
Prior to this, he worked as the President & Chief Compliance Officer at Libbie Agran Financial Services & Seminars from 2012 to 2017.
Before that, he was an Investment Analyst at Bank of the West (San Francisco, CA Investment Management).
Mr. Mueller holds an MBA from Pepperdine University and an undergraduate degree from the University of California, Irvine.
Actieve functies van Peter William Mueller
| Bedrijven | Functie | Begin |
|---|---|---|
HoyleCohen LLC
 HoyleCohen LLC Investment ManagersFinance HoyleCohen LLC (HC) is a SEC-registered investment advisor and wealth management firm headquartered in San Diego, California. The firm was founded by Joseph Cohen in 2001 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). HC provides advisory services primarily to individuals, pension plans, profit-sharing plans and charitable organizations. | Portefeuillebeheerder-Aandelen | 01-06-2017 |
Eerdere bekende functies van Peter William Mueller
| Bedrijven | Functie | Einde |
|---|---|---|
Libbie Agran Financial Services & Seminars
 Libbie Agran Financial Services & Seminars Investment ManagersFinance Founded in 1980, Libbie Agran Financial Services & Seminars is a wealth management firm and registered investment advisor located in Santa Monica, California. The firm is a subsidiary of HoyleCohen LLC and their ultimate parent is Focus Financial Partners LLC. The majority of their portfolios under management are designed for high net-worth individuals, retirement plans, corporate pension plans and charitable foundations. | President | 01-06-2017 |
Bank of the West (San Francisco, CA Investment Management)
 Bank of the West (San Francisco, CA Investment Management) Investment ManagersFinance Bank of the West is an investment management firm headquartered in San Francisco, California. Founded in 1874, the firm is a wholly-owned subsidiary of BancWest Holding, Inc., ultimately held by BNP Paribas SA (EPA: BNP, NASDAQ: BNPQY) in France. Bank of the West provides investment management services for corporate and institutional clients. | Corporate Officer/Principal | - |
Opleiding van Peter William Mueller
| University of California, Irvine | Undergraduate Degree |
| Pepperdine University | Masters Business Admin |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
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Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Libbie Agran Financial Services & Seminars
Libbie Agran Financial Services & Seminars Investment ManagersFinance Founded in 1980, Libbie Agran Financial Services & Seminars is a wealth management firm and registered investment advisor located in Santa Monica, California. The firm is a subsidiary of HoyleCohen LLC and their ultimate parent is Focus Financial Partners LLC. The majority of their portfolios under management are designed for high net-worth individuals, retirement plans, corporate pension plans and charitable foundations. | Finance |
Bank of the West (San Francisco, CA Investment Management)
Bank of the West (San Francisco, CA Investment Management) Investment ManagersFinance Bank of the West is an investment management firm headquartered in San Francisco, California. Founded in 1874, the firm is a wholly-owned subsidiary of BancWest Holding, Inc., ultimately held by BNP Paribas SA (EPA: BNP, NASDAQ: BNPQY) in France. Bank of the West provides investment management services for corporate and institutional clients. | Finance |
HoyleCohen LLC
HoyleCohen LLC Investment ManagersFinance HoyleCohen LLC (HC) is a SEC-registered investment advisor and wealth management firm headquartered in San Diego, California. The firm was founded by Joseph Cohen in 2001 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). HC provides advisory services primarily to individuals, pension plans, profit-sharing plans and charitable organizations. | Finance |
