Jeff Perry
Algemeen Directeur bij PFG Private Wealth Management LLC
Profiel
Mr. Jeffrey D.
Perry is a President & Chief Executive Officer at PFG Private Wealth Management LLC.
He is also responsible for the development and implementation of the firm’s investment strategy and building and managing client portfolios.
Prior to joining PFG Private Wealth Management, he spent four years at NationsBank as an associate and one year with Hinrichs Financial Group in Charlotte, NC.
He received his undergraduate degree from Wake Forest University.
Mr. Perry's professional designations include Certified Investment Management Analyst (CIMA), Accredited Investment Fiduciary (AIF), Certified Fund Specialist (CFS) and Board Certified in Securities (BCS).
Actieve functies van Jeff Perry
Bedrijven | Functie | Begin |
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PFG Private Wealth Management LLC
PFG Private Wealth Management LLC Investment ManagersFinance PFG Private Wealth Management LLC (PFGPWM) is an independent registered investment advisor and wealth management firm headquartered in Lutz, Florida. PFGPWM provides its wrap fee program services to individuals, corporations or business entities, and pension plans. | Algemeen Directeur | 01-12-2015 |
Eerdere bekende functies van Jeff Perry
Bedrijven | Functie | Einde |
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Banc of America Capital Management LLC | Corporate Officer/Principal | 01-07-1999 |
Opleiding van Jeff Perry
Wake Forest University | Undergraduate Degree |
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Bedrijven in privébezit | 2 |
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Banc of America Capital Management LLC | Finance |
PFG Private Wealth Management LLC
PFG Private Wealth Management LLC Investment ManagersFinance PFG Private Wealth Management LLC (PFGPWM) is an independent registered investment advisor and wealth management firm headquartered in Lutz, Florida. PFGPWM provides its wrap fee program services to individuals, corporations or business entities, and pension plans. | Finance |