Profiel
James Edwin DeCarlo served as the Chief Executive Officer at Strategic Wealth Management Group LLC from 2016 to 2021.
He obtained his undergraduate degree from Towson University in 1987.
Eerdere bekende functies van Jim DeCarlo
| Bedrijven | Functie | Einde |
|---|---|---|
Strategic Wealth Management Group LLC
 Strategic Wealth Management Group LLC Investment ManagersFinance Strategic Wealth Management Group LLC (do-business-as StratWealth) is an investment advisory firm headquartered in Fulton, Maryland. The firm was founded in 2001 and is a subsidiary of Wealthspire Advisors LLC, ultimately owned by NFP Holdings LLC. StratWealth provides discretionary or non-discretionary investment advisory services individuals, high net-worth individuals, pension & profit sharing plans, and corporations or other businesses. | Algemeen Directeur | 01-01-2021 |
Opleiding van Jim DeCarlo
| Towson University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Strategic Wealth Management Group LLC
Strategic Wealth Management Group LLC Investment ManagersFinance Strategic Wealth Management Group LLC (do-business-as StratWealth) is an investment advisory firm headquartered in Fulton, Maryland. The firm was founded in 2001 and is a subsidiary of Wealthspire Advisors LLC, ultimately owned by NFP Holdings LLC. StratWealth provides discretionary or non-discretionary investment advisory services individuals, high net-worth individuals, pension & profit sharing plans, and corporations or other businesses. | Finance |
