Kevin Carr Beebe
Lid van de Investeringscommissie bij EP Wealth Advisors LLC
Actieve functies van Kevin Carr Beebe
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
EP Wealth Advisors LLC
 EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Lid van de Investeringscommissie | 01-04-2010 | - |
| Portefeuillebeheerder-Aandelen | 01-04-2010 | - |
Loopbaan van Kevin Carr Beebe
Opleiding van Kevin Carr Beebe
| The California State University | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 3 |
Operationeel
| Investment Committee Member | 1 |
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
Sectoraal
| Finance | 2 |
| Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
EP Wealth Advisors LLC
EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
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