Profiel
Sean Aloysius Bergin worked as the Chief Compliance Officer at Ironview Capital Management LLC from 2009 to 2020.
Prior to that, he was a Founding Partner & Managing Director at Citrin Cooperman Wealth Management LP in 2009.
Bergin received his undergraduate degree from The Pennsylvania State University in 2002.
Eerdere bekende functies van Sean Aloysius Bergin
| Bedrijven | Functie | Einde |
|---|---|---|
Ironview Capital Management LLC
 Ironview Capital Management LLC Investment ManagersFinance Ironview Capital Management LLC (Ironview) is a diversified financial advisory firm headquartered in Conshohocken, Pennsylvania. The firm was founded in 2009 as Bergin & Co. LLC and became Bergin, Roberts & Co. LLC in 2012. They changed their name to Ironview Capital Management LLC in 2016 and are a wholly-owned subsidiary of Ironview FLA LLC. Ironview offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. | Compliance Officer | 22-12-2020 |
Citrin Cooperman Wealth Management LP
 Citrin Cooperman Wealth Management LP Investment ManagersFinance Citrin Cooperman Wealth Management LP (CCWM) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Martin Coward, George Dowdye, Hans-Joachim Drescher and Eric Westpal in 1997 as YMSR Advisors, Inc. YMSR merged into CCWM in May 2008. They are a subsidiary of Citrin Cooperman Financial Advisors LP and their ultimate parent is Citrin Cooperman & Co. LLP. CCWM provides portfolio management services to high net-worth individuals, trusts, family entities, pension and profit-sharing plans, charitable organizations, and foundations. | Corporate Officer/Principal | 01-06-2009 |
Opleiding van Sean Aloysius Bergin
| The Pennsylvania State University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Citrin Cooperman Wealth Management LP
Citrin Cooperman Wealth Management LP Investment ManagersFinance Citrin Cooperman Wealth Management LP (CCWM) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Martin Coward, George Dowdye, Hans-Joachim Drescher and Eric Westpal in 1997 as YMSR Advisors, Inc. YMSR merged into CCWM in May 2008. They are a subsidiary of Citrin Cooperman Financial Advisors LP and their ultimate parent is Citrin Cooperman & Co. LLP. CCWM provides portfolio management services to high net-worth individuals, trusts, family entities, pension and profit-sharing plans, charitable organizations, and foundations. | Finance |
Ironview Capital Management LLC
Ironview Capital Management LLC Investment ManagersFinance Ironview Capital Management LLC (Ironview) is a diversified financial advisory firm headquartered in Conshohocken, Pennsylvania. The firm was founded in 2009 as Bergin & Co. LLC and became Bergin, Roberts & Co. LLC in 2012. They changed their name to Ironview Capital Management LLC in 2016 and are a wholly-owned subsidiary of Ironview FLA LLC. Ironview offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. | Finance |
