Eric Michael Flett
Algemeen Directeur bij Concentric Wealth Management LLC
Profiel
Mr. Eric M.
Flett is Chief Executive Officer & Wealth Advisor at Concentric Wealth Management LLC.
He provides the leadership to achieve the firm’s mission and vision.
A senior-level advisor, he has over 25 years’ experience working with business owners, executives, and professionals, developing financial plans and investment strategies.
Before founding Concentric, he served for eight years as a lead advisor for a national wealth management firm, managing portfolios and developing sophisticated personal financial strategies for high-net-worth clients.
He has served as president and board member of the Financial Planning Association of the East Bay.
He graduated from the University of California at Berkeley and started his financial career in the accounting field, where he earned his Certified Public Accountant (CPA) designation.
He as been an active member of the financial-planning community.
Actieve functies van Eric Michael Flett
Bedrijven | Functie | Begin |
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Concentric Wealth Management LLC
Concentric Wealth Management LLC Investment ManagersFinance Concentric Wealth Management LLC (Concentric) is an independent registered wealth management firm headquartered in Lafayette, California. The firm was founded in 2008 by Eric Flett and Stewart McGuire. Concentric provides integrated wealth management services, including financial planning and investment management, to individuals, trust and estates, pension and profit-sharing plans, and business entities. | Algemeen Directeur | 01-01-2008 |
Eerdere bekende functies van Eric Michael Flett
Bedrijven | Functie | Einde |
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JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Portefeuillebeheerder-Aandelen | 31-03-2008 |
Trainer Wortham & Co., Inc.
Trainer Wortham & Co., Inc. Investment ManagersFinance Established in 1924, Trainer Wortham & Company, Inc. (TWC) manages equity, fixed-income and balanced portfolios for high net worth individuals, foundations, endowments, corporate pension funds and institutions. The firm is based in New York City and is a subsidiary of First Republic Bank Inc. (NYSE: FRC) | Portefeuillebeheerder-Aandelen | 31-05-2007 |
Bay Isle Financial Corp.
Bay Isle Financial Corp. Investment ManagersFinance Bay Isle Financial Corp. (BIF) is an asset management firm located in Oakland, CA. Founded in 1986, they manage assets for individuals and institutions. BIF is a subsidiary of Janus Capital Group Inc. (NYSE: JNS) | Portefeuillebeheerder-Aandelen | 31-07-2004 |
Opleiding van Eric Michael Flett
University of California, Berkeley | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven in privébezit | 4 |
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Trainer Wortham & Co., Inc.
Trainer Wortham & Co., Inc. Investment ManagersFinance Established in 1924, Trainer Wortham & Company, Inc. (TWC) manages equity, fixed-income and balanced portfolios for high net worth individuals, foundations, endowments, corporate pension funds and institutions. The firm is based in New York City and is a subsidiary of First Republic Bank Inc. (NYSE: FRC) | Finance |
Bay Isle Financial Corp.
Bay Isle Financial Corp. Investment ManagersFinance Bay Isle Financial Corp. (BIF) is an asset management firm located in Oakland, CA. Founded in 1986, they manage assets for individuals and institutions. BIF is a subsidiary of Janus Capital Group Inc. (NYSE: JNS) | Finance |
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Finance |
Concentric Wealth Management LLC
Concentric Wealth Management LLC Investment ManagersFinance Concentric Wealth Management LLC (Concentric) is an independent registered wealth management firm headquartered in Lafayette, California. The firm was founded in 2008 by Eric Flett and Stewart McGuire. Concentric provides integrated wealth management services, including financial planning and investment management, to individuals, trust and estates, pension and profit-sharing plans, and business entities. | Finance |