Don G. Bertrand
Geen lopende functies
Profiel
Mr. Don G.
Bertrand is Vice President & Senior Financial Advisor at WealthTrust Arizona LLC.
Prior to joining WealthTrust-Arizona, he worked for Fidelity Investments in Scottsdale as a member of their Private Client Group providing personal customer service to the firm's most affluent clients.
He currently serves as a member of the Fixed Income and Alternative Investment Committees.
He is a founding Board Member of the Arizona Audubon Society.
Mr. Bertrand is a graduate of Boston University Brussels in Brussels, Belgium, he earned his Master of Science in Administrative Studies with a concentration in Multinational Commerce and earned a B.A.
from the University of Massachusetts, Amherst.
Eerdere bekende functies van Don G. Bertrand
| Bedrijven | Functie | Einde |
|---|---|---|
WealthTrust Arizona LLC
 WealthTrust Arizona LLC Investment ManagersFinance WealthTrust Arizona LLC is a wealth management firm headquartered in Scottsdale, Arizona. The firm was founded by Paul Ahern and Benjamin Wilson in 2006. They are a subsidiary of WealthTrust LLC, which is owned by HighTower Holding LLC. WealthTrust Arizona provides integrated investment management and estate services to families, executives, business owners and other professionals. | Portefeuillebeheerder-Aandelen | 01-09-2012 |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
Opleiding van Don G. Bertrand
| Boston University | Graduate Degree |
| University of Massachusetts | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
WealthTrust Arizona LLC
WealthTrust Arizona LLC Investment ManagersFinance WealthTrust Arizona LLC is a wealth management firm headquartered in Scottsdale, Arizona. The firm was founded by Paul Ahern and Benjamin Wilson in 2006. They are a subsidiary of WealthTrust LLC, which is owned by HighTower Holding LLC. WealthTrust Arizona provides integrated investment management and estate services to families, executives, business owners and other professionals. | Finance |
