Brian Kazanchy
Portefeuillebeheerder-Aandelen bij Corient Private Wealth LLC
Profiel
Mr. Brian A.
Kazanchy, CFA MBA, is a Wealth Advisor at Corient Private Wealth LLC.
With more than 20 years of wealth advisory experience, he directly counsels and advises clients on wealth management and financial planning.
He has a particular focus on the unique planning and investment needs of business owners.
He is credited with developing, implementing and communicating many of legacy firm RegentAtlantic’s investment strategies.
Mr. Kazanchy holds an MBA with a concentration in finance from Fairleigh Dickinson University and a BA in Finance from the University of Richmond.
Actieve functies van Brian Kazanchy
| Bedrijven | Functie | Begin |
|---|---|---|
Corient Private Wealth LLC
 Corient Private Wealth LLC Investment ManagersFinance Part of CI Financial Corp., Corient Private Wealth LLC is a company that provides investment advice. The company is based in Miami, FL. | Portefeuillebeheerder-Aandelen | - |
Eerdere bekende functies van Brian Kazanchy
| Bedrijven | Functie | Einde |
|---|---|---|
RegentAtlantic Capital LLC
 RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic Capital LLC (RegentAtlantic) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded in 1997 when EB Advisory Corp. (formed in 1982) and Individual Asset Planning (formed in 1983) joined to form Bugen, Stuart, Korn, & Cordaro, Inc. They changed their name to RegentAtlantic Capital in 2001. In 2021, the firm became a majority-owned subsidiary of CI Private Wealth LLC, which is majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. RegentAtlantic offers global wealth management and asset management advisory services to individual and institutional clients. | Lid van de Investeringscommissie | 31-03-2023 |
Opleiding van Brian Kazanchy
| Fairleigh Dickinson University | Masters Business Admin |
| University of Richmond | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
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RegentAtlantic Capital LLC
RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic Capital LLC (RegentAtlantic) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded in 1997 when EB Advisory Corp. (formed in 1982) and Individual Asset Planning (formed in 1983) joined to form Bugen, Stuart, Korn, & Cordaro, Inc. They changed their name to RegentAtlantic Capital in 2001. In 2021, the firm became a majority-owned subsidiary of CI Private Wealth LLC, which is majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. RegentAtlantic offers global wealth management and asset management advisory services to individual and institutional clients. | Finance |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Part of CI Financial Corp., Corient Private Wealth LLC is a company that provides investment advice. The company is based in Miami, FL. | Finance |
