Profiel
George Joseph Stapleton was a Partner & Chief Executive Officer at RegentAtlantic Capital LLC, Chief Executive Officer at HHG & Co LLC, and a Principal at J.P.
Morgan & Co., Inc. (Old).
He obtained an undergraduate degree from Georgetown University.
Eerdere bekende functies van George Stapleton
Bedrijven | Functie | Einde |
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J.P. Morgan & Co., Inc. (Old) | Corporate Officer/Principal | - |
RegentAtlantic Capital LLC
RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic Capital LLC (RegentAtlantic) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded in 1997 when EB Advisory Corp. (formed in 1982) and Individual Asset Planning (formed in 1983) joined to form Bugen, Stuart, Korn, & Cordaro, Inc. They changed their name to RegentAtlantic Capital in 2001. In 2021, the firm became a majority-owned subsidiary of CI Private Wealth LLC, which is majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. RegentAtlantic offers global wealth management and asset management advisory services to individual and institutional clients. | Algemeen Directeur | - |
HHG & Co LLC
HHG & Co LLC Investment ManagersFinance Founded in 1986, HHG & Co. LLC is a wealth management firm and registered investment advisor located in Darien, Connecticut. The firm is a subsidiary of Wealth Enhancement Group LLC and their ultimate parent is WEG Holdings LLC. They were formerly known as Hynes, Himmelreich, Glennon & Co. LLC. | Algemeen Directeur | - |
Opleiding van George Stapleton
Georgetown University | Undergraduate Degree |
Ervaring
Beklede functies
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Verwante bedrijven
Bedrijven in privébezit | 3 |
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RegentAtlantic Capital LLC
RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic Capital LLC (RegentAtlantic) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded in 1997 when EB Advisory Corp. (formed in 1982) and Individual Asset Planning (formed in 1983) joined to form Bugen, Stuart, Korn, & Cordaro, Inc. They changed their name to RegentAtlantic Capital in 2001. In 2021, the firm became a majority-owned subsidiary of CI Private Wealth LLC, which is majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. RegentAtlantic offers global wealth management and asset management advisory services to individual and institutional clients. | Finance |
HHG & Co LLC
HHG & Co LLC Investment ManagersFinance Founded in 1986, HHG & Co. LLC is a wealth management firm and registered investment advisor located in Darien, Connecticut. The firm is a subsidiary of Wealth Enhancement Group LLC and their ultimate parent is WEG Holdings LLC. They were formerly known as Hynes, Himmelreich, Glennon & Co. LLC. | Finance |
J.P. Morgan & Co., Inc. (Old) | Finance |