Profiel
Mr. Douglas E.
Wells is a Managing Director & Chief Investment Officer at Wells Trecaso Financial Group LLC.
He has more than 39 years of experience in the financial services industry.
His focus is on managing and preserving each client’s assets for the priorities and purposes they have intended.
Before co-founding Wells Trecaso Financial Group, his independent advisory firm, in November 2017, Mr. Wells was Senior Vice President, Portfolio Management Director at Morgan Stanley for nine years and Senior Portfolio Manager at UBS/Paine Webber for 26 years.
He earned a bachelor’s degree in business administration/finance from The Ohio State University.
Actieve functies van Doug Wells
| Bedrijven | Functie | Begin |
|---|---|---|
Wells Trecaso Financial Group LLC
 Wells Trecaso Financial Group LLC Investment ManagersFinance Wells Trecaso Financial Group LLC (WTFG) is an independent wealth management firm and SEC-registered investment advisor headquartered in Akron, Ohio. The firm was founded by Douglas Wells in 2017. WTFG offers advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Oprichter | 01-11-2017 |
Opleiding van Doug Wells
| Fisher College of Business | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
|---|---|
Wells Trecaso Financial Group LLC
Wells Trecaso Financial Group LLC Investment ManagersFinance Wells Trecaso Financial Group LLC (WTFG) is an independent wealth management firm and SEC-registered investment advisor headquartered in Akron, Ohio. The firm was founded by Douglas Wells in 2017. WTFG offers advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
