Paul Lambert Perrino
Portefeuillebeheerder-Aandelen bij Ensemble Capital Management LLC
Profiel
Mr. Paul L.
Perrino, CFA, is a Director of Portfolio Analysis, Principal & Shareholder at Ensemble Capital Management LLC.
He implements the firm’s investment strategy in client accounts, while accounting for client specific customizations.
Prior to joining Ensemble Capital, Mr. Perrino was a Wealth Manager/Portfolio Manager at Grubman Wealth Management in Berkeley.
Mr. Perrino holds the Chartered Financial Analysis designation.
He is a member of the CFA Institute and the CFA Society of San Francisco.
Actieve functies van Paul Lambert Perrino
| Bedrijven | Functie | Begin |
|---|---|---|
Ensemble Capital Management LLC
 Ensemble Capital Management LLC Investment ManagersFinance Ensemble Capital Management LLC (Ensemble Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Curt Brown in 1997 as Curtis Brown & Co. Ensemble Capital offers comprehensive wealth management services to individuals, families, trusts, estates, foundations and other entities. They also serve as investment adviser to an affiliated registered investment company, the Ensemble Fund. | Portefeuillebeheerder-Aandelen | 01-03-2016 |
Eerdere bekende functies van Paul Lambert Perrino
| Bedrijven | Functie | Einde |
|---|---|---|
Parkside Advisors LLC
 Parkside Advisors LLC Investment ManagersFinance Parkside Advisors LLC (Parkside) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Berkeley, California. The firm was founded by Audrey Grubman in 1996. Parkside offers advisory services to individuals, trusts, estates, corporations and other entities. | Portefeuillebeheerder-Aandelen | 01-03-2016 |
Opleiding van Paul Lambert Perrino
| San Francisco State University | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
|---|---|
Ensemble Capital Management LLC
Ensemble Capital Management LLC Investment ManagersFinance Ensemble Capital Management LLC (Ensemble Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Curt Brown in 1997 as Curtis Brown & Co. Ensemble Capital offers comprehensive wealth management services to individuals, families, trusts, estates, foundations and other entities. They also serve as investment adviser to an affiliated registered investment company, the Ensemble Fund. | Finance |
Parkside Advisors LLC
Parkside Advisors LLC Investment ManagersFinance Parkside Advisors LLC (Parkside) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Berkeley, California. The firm was founded by Audrey Grubman in 1996. Parkside offers advisory services to individuals, trusts, estates, corporations and other entities. | Finance |
