Sammy Azzouz
Algemeen Directeur bij Heritage Financial Services LLC
Actieve functies van Sammy Azzouz
Bedrijven | Functie | Begin | Einde |
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Heritage Financial Services LLC
Heritage Financial Services LLC Investment ManagersFinance Heritage Financial Services LLC (Heritage) is a SEC-registered investment advisor and wealth management firm headquartered in Westwood, Massachusetts. The firm was founded by Charles S. Bean III in 1996 and became a limited liability company in 2014. They are a subsidiary of Heritage Financial Services, Inc. Heritage provides asset management and financial planning services to both high net-worth and non-high net worth individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, endowments and foundations. | Algemeen Directeur | 01-01-2023 | - |
President | 01-07-2019 | - | |
Portefeuillebeheerder-Aandelen | 01-04-2013 | 01-07-2019 |
Loopbaan van Sammy Azzouz
Eerdere bekende functies van Sammy Azzouz
Bedrijven | Functie | Begin | Einde |
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Manning & Napier Advisors LLC
Manning & Napier Advisors LLC Investment ManagersFinance Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles. | Corporate Officer/Principal | - | - |
Opleiding van Sammy Azzouz
University of Toronto | Undergraduate Degree |
The University of Maryland Francis King Carey School of Law | Graduate Degree |
Statistieken
Internationaal
Verenigde Staten | 4 |
Canada | 2 |
Operationeel
Chief Executive Officer | 1 |
Portfolio Manager-Equities | 1 |
President | 1 |
Sectoraal
Finance | 3 |
Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 2 |
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Heritage Financial Services LLC
Heritage Financial Services LLC Investment ManagersFinance Heritage Financial Services LLC (Heritage) is a SEC-registered investment advisor and wealth management firm headquartered in Westwood, Massachusetts. The firm was founded by Charles S. Bean III in 1996 and became a limited liability company in 2014. They are a subsidiary of Heritage Financial Services, Inc. Heritage provides asset management and financial planning services to both high net-worth and non-high net worth individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, endowments and foundations. | Finance |
Manning & Napier Advisors LLC
Manning & Napier Advisors LLC Investment ManagersFinance Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles. | Finance |
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