Profiel
Roman Robert Holthouse worked as an Analyst at AdvicePeriod LLC from 2020 to 2022 and as a Financial Consultant at Equitable Advisors LLC in 2020.
He completed his undergraduate degree from the University of Southern California in 2019.
Eerdere bekende functies van Roman Robert Holthouse
| Bedrijven | Functie | Einde |
|---|---|---|
AdvicePeriod LLC
 AdvicePeriod LLC Investment ManagersFinance AdvicePeriod LLC is a wealth management firm headquartered in Los Angeles, California. The firm was founded by Steven Lockshin in 2013 and is majority owned by Mariner Wealth Advisors LLC. AdvicePeriod provides advisory services to individuals, trusts, estates, family entities, charitable organizations, corporations, and other business entities. | Analyst-Equity | 30-03-2022 |
Equitable Advisors LLC
 Equitable Advisors LLC Investment ManagersFinance Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans. | Corporate Officer/Principal | 01-10-2020 |
Opleiding van Roman Robert Holthouse
| University of Southern California | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
AdvicePeriod LLC
AdvicePeriod LLC Investment ManagersFinance AdvicePeriod LLC is a wealth management firm headquartered in Los Angeles, California. The firm was founded by Steven Lockshin in 2013 and is majority owned by Mariner Wealth Advisors LLC. AdvicePeriod provides advisory services to individuals, trusts, estates, family entities, charitable organizations, corporations, and other business entities. | Finance |
Equitable Advisors LLC
Equitable Advisors LLC Investment ManagersFinance Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans. | Finance |
