Joseph Faragi
Geen lopende functies
Profiel
Mr. Faragi joined Roosevelt Investments in 2004.
Previously, he was with Charles Schwab, where he served as Senior Investment Consultant and focused on private client services and served as part of branch management.
His prior experience also includes financial, retirement, educational, and estate planning as well as conducting portfolio analysis and rebalancing services for clients.
Mr. Faragi received a BA from Monmouth University and currently holds his Series 65 license.
Eerdere bekende functies van Joseph Faragi
| Bedrijven | Functie | Einde |
|---|---|---|
| CHARLES SCHWAB | Corporate Officer/Principal | - |
The Roosevelt Investment Group LLC
 The Roosevelt Investment Group LLC Investment ManagersFinance The Roosevelt Investment Group LLC (dba Roosevelt Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by P. James Roosevelt in 1971 as P. James Roosevelt, Inc. and changed their name to The Roosevelt Investment Group, Inc. in 1993. They are a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. Roosevelt Investments offers services to institutional and retail clients and wrap program sponsors. | Portefeuillebeheerder-Aandelen | 25-11-2010 |
Opleiding van Joseph Faragi
| Monmouth University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Beursgenoteerde bedrijven | 1 |
|---|---|
| CHARLES SCHWAB | Finance |
| Bedrijven in privébezit | 1 |
|---|---|
The Roosevelt Investment Group LLC
The Roosevelt Investment Group LLC Investment ManagersFinance The Roosevelt Investment Group LLC (dba Roosevelt Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by P. James Roosevelt in 1971 as P. James Roosevelt, Inc. and changed their name to The Roosevelt Investment Group, Inc. in 1993. They are a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. Roosevelt Investments offers services to institutional and retail clients and wrap program sponsors. | Finance |
