Profiel
Mr. Garrett P.
Kling is a Director of Wealth Management & ESG Specialist at Spearhead Capital Advisors LLC.
Prior to joining Spearhead, Mr. Kling ran Enhance Advisors, LLC, a registered investment advisor based in West Palm Beach, FL.
Mr. Kling acted as CEO and Portfolio Manager for their Life Enhancement Investments strategy, an ESG (Environmental, Social and Governance) strategy focused on Life Sciences, Technology and Health & Wellness.
He began his career in wealth management as a Financial Advisor for Morgan Stanley in Delray Beach, FL.
Prior to joining Morgan Stanley, he was working in real estate development, both in upscale residential developments in Western North Carolina and as a shareholder in Europe-based land developments.
He holds a BS in Business Management and Entrepreneurship from Palm Beach Atlantic University.
Eerdere bekende functies van Putnam Kling
| Bedrijven | Functie | Einde |
|---|---|---|
Spearhead Capital Advisors LLC
 Spearhead Capital Advisors LLC Investment ManagersFinance Founded in 2011, Strategic Capital Advisors LLC is a registered investment advisor located in Wellington, Florida. The firm is directly owned by Spearhead Strategic Partners LLC. The owners of the beneficial interests of Spearhead Strategic Partners LLC are: New Vernon Financial LLC (33.33%), Abstrum Partners LLC (33.33%), and Fieldstone II LLC (33.33%). They offer investment advisory services to high net-worth individuals, pooled investment vehicles (other than investment companies) and insurance companies. | Portefeuillebeheerder-Aandelen | 01-11-2020 |
Enhance Advisors LLC
 Enhance Advisors LLC Investment ManagersFinance Enhance Advisors LLC provides investment advisory services. The private company is based in West Palm Beach, FL. | Corporate Officer/Principal | 01-08-2019 |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | 01-02-2012 |
Opleiding van Putnam Kling
| Palm Beach Atlantic University, Inc. | Undergraduate Degree |
Ervaring
Beklede functies
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
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Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Spearhead Capital Advisors LLC
Spearhead Capital Advisors LLC Investment ManagersFinance Founded in 2011, Strategic Capital Advisors LLC is a registered investment advisor located in Wellington, Florida. The firm is directly owned by Spearhead Strategic Partners LLC. The owners of the beneficial interests of Spearhead Strategic Partners LLC are: New Vernon Financial LLC (33.33%), Abstrum Partners LLC (33.33%), and Fieldstone II LLC (33.33%). They offer investment advisory services to high net-worth individuals, pooled investment vehicles (other than investment companies) and insurance companies. | Finance |
Enhance Advisors LLC
Enhance Advisors LLC Investment ManagersFinance Enhance Advisors LLC provides investment advisory services. The private company is based in West Palm Beach, FL. | Finance |
