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Reese Abbadessa
Operationeel Directeur bij Horizon Family Wealth, Inc.
Actieve functies van Reese Abbadessa
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
Horizon Family Wealth, Inc.
![]() Horizon Family Wealth, Inc. Investment ManagersFinance Horizon Family Wealth, Inc. is a registered investment adviser based in Chicago, IL. The private company offers an array of personalized services, support, and guidance to help clients pursue their financial goals. The company works with clients and their other professional advisors, including attorneys and accountants, to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. The company serves business owners, families and individuals, family offices, and healthcare professionals. The company offers alternative investments, banking and lending solutions, business planning, education planning, estate charitable giving and trust, financial planning, investment strategies, portfolio management, retirement planning, and risk management. The company was founded in 2021, and Blane Shea has been the CEO of the company since 2021. | Operationeel Directeur | 01-09-2021 | - |
Loopbaan van Reese Abbadessa
Eerdere bekende functies van Reese Abbadessa
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
Riverpoint Wealth Management Holdings LLC
![]() Riverpoint Wealth Management Holdings LLC Investment ManagersFinance Riverpoint Wealth Management Holdings LLC (dba Riverpoint Wealth Management) is a registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 2013 by Timothy McGrath and Joseph Shea. They are owned by Riverpoint Wealth Management LLC. Riverpoint Wealth Management offers a variety of financial services to various types of clients including individuals and high-net-worth individuals, trusts and estates. | Corporate Officer/Principal | 01-10-2013 | 01-10-2021 |
Shea Financial Group, Inc.
![]() Shea Financial Group, Inc. Investment ManagersFinance Shea Financial Group, Inc. provides financial advisory services. The private company is based in Boston, MA. | Corporate Officer/Principal | 01-01-2008 | 01-10-2013 |
Raymond James Financial Services, Inc.
![]() Raymond James Financial Services, Inc. Investment Banks/BrokersFinance Raymond James Financial Services, Inc. provides brokerage services. The company is headquartered in St. Petersburg, FL. | Analyst-Equity | 01-06-2006 | 01-12-2007 |
Opleiding van Reese Abbadessa
University of Illinois | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 6 |
Operationeel
Corporate Officer/Principal | 2 |
Chief Operating Officer | 1 |
Analyst-Equity | 1 |
Sectoraal
Finance | 5 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 4 |
---|---|
Horizon Family Wealth, Inc.
![]() Horizon Family Wealth, Inc. Investment ManagersFinance Horizon Family Wealth, Inc. is a registered investment adviser based in Chicago, IL. The private company offers an array of personalized services, support, and guidance to help clients pursue their financial goals. The company works with clients and their other professional advisors, including attorneys and accountants, to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. The company serves business owners, families and individuals, family offices, and healthcare professionals. The company offers alternative investments, banking and lending solutions, business planning, education planning, estate charitable giving and trust, financial planning, investment strategies, portfolio management, retirement planning, and risk management. The company was founded in 2021, and Blane Shea has been the CEO of the company since 2021. | Finance |
Riverpoint Wealth Management Holdings LLC
![]() Riverpoint Wealth Management Holdings LLC Investment ManagersFinance Riverpoint Wealth Management Holdings LLC (dba Riverpoint Wealth Management) is a registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 2013 by Timothy McGrath and Joseph Shea. They are owned by Riverpoint Wealth Management LLC. Riverpoint Wealth Management offers a variety of financial services to various types of clients including individuals and high-net-worth individuals, trusts and estates. | Finance |
Shea Financial Group, Inc.
![]() Shea Financial Group, Inc. Investment ManagersFinance Shea Financial Group, Inc. provides financial advisory services. The private company is based in Boston, MA. | Finance |
Raymond James Financial Services, Inc.
![]() Raymond James Financial Services, Inc. Investment Banks/BrokersFinance Raymond James Financial Services, Inc. provides brokerage services. The company is headquartered in St. Petersburg, FL. | Finance |
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