Chris Wheaton
Portefeuillebeheerder-Aandelen bij Litman Gregory Wealth Management LLC
Actieve functies van Chris Wheaton
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
Litman Gregory Wealth Management LLC
 Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Portefeuillebeheerder-Aandelen | 01-01-2010 | - |
| Algemeen Directeur | 01-01-2010 | 01-01-2015 | |
| Corporate Officer/Principal | 01-01-1997 | 01-01-2010 |
Loopbaan van Chris Wheaton
Eerdere bekende functies van Chris Wheaton
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Corporate Officer/Principal | 31-12-1996 | 31-12-1996 |
Opleiding van Chris Wheaton
| University of Illinois | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 4 |
Operationeel
| Corporate Officer/Principal | 2 |
| Chief Executive Officer | 1 |
| Portfolio Manager-Equities | 1 |
Sectoraal
| Finance | 2 |
| Consumer Services | 2 |
| Commercial Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Finance |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
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