Daniel Robert Catone
Algemeen Directeur bij Golden State Wealth Management LLC
Profiel
Mr. Daniel R.
Catone is a Founder & Chief Executive Officer at Golden State Equity Partners LLC and Golden State Wealth Management LLC.
As well as acting as the personal Chief Financial Officer for successful families across the country, he has been in the industry for over 20 years.
Mr. Catone began his career in Geneva, Switzerland working for the United Nations High Commissioner for Refugees.
Starting in September 2001, he worked as a wealth manager for Edward Jones Investments and, in 2005, founded his first investment management company, Redwood Investments.
From Redwood Investments’ success grew Golden State Wealth Management, a firm that empowers fellow advisors through supported independence and practice ownership.
Mr. Catone graduated with a History and Political Science degree from Whittier College.
He holds the designation of Accredited Wealth Management Advisor.
Actieve functies van Daniel Robert Catone
| Bedrijven | Functie | Begin |
|---|---|---|
Golden State Wealth Management LLC
 Golden State Wealth Management LLC Investment ManagersFinance Golden State Wealth Management LLC (GSWM) is an independent, SEC-registered investment advisor headquartered in South Coast Metro, California. The firm was founded by Daniel Catone in 2013. GSWM provides a wide array of investment advisory services to individuals and other types of clients. | Algemeen Directeur | 01-01-2013 |
Golden State Equity Partners LLC
 Golden State Equity Partners LLC Investment ManagersFinance Golden State Equity Partners LLC (GSEP) is an independent, SEC-registered investment advisor headquartered in Fort Bragg, California. The firm was founded by Daniel Catone in 2017. GSEP provides individuals and other types of clients with a wide array of investment advisory services, which include asset management, comprehensive portfolio management, and financial planning services. | Algemeen Directeur | 01-01-2017 |
Opleiding van Daniel Robert Catone
| Whittier College | Undergraduate Degree |
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Golden State Wealth Management LLC
Golden State Wealth Management LLC Investment ManagersFinance Golden State Wealth Management LLC (GSWM) is an independent, SEC-registered investment advisor headquartered in South Coast Metro, California. The firm was founded by Daniel Catone in 2013. GSWM provides a wide array of investment advisory services to individuals and other types of clients. | Finance |
Golden State Equity Partners LLC
Golden State Equity Partners LLC Investment ManagersFinance Golden State Equity Partners LLC (GSEP) is an independent, SEC-registered investment advisor headquartered in Fort Bragg, California. The firm was founded by Daniel Catone in 2017. GSEP provides individuals and other types of clients with a wide array of investment advisory services, which include asset management, comprehensive portfolio management, and financial planning services. | Finance |
