Profiel
Mr. Sean P.
Angelis is a Wealth Manager at Bingham, Osborn & Scarborough LLC.
He provides comprehensive financial planning and investment management services to private and institutional clients.
Prior to becoming a Wealth Manager, he was a member of our portfolio administration team for five years handling day-to-day client administrative and operational needs.
He received his undergraduate degree from California Polytechnic State University (San Luis Obispo).
Eerdere bekende functies van Sean Peter Angelis
| Bedrijven | Functie | Einde |
|---|---|---|
Bingham, Osborn & Scarborough LLC
 Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name. | Portefeuillebeheerder-Aandelen | 23-11-2021 |
Opleiding van Sean Peter Angelis
| California Polytechnic State University (San Luis Obispo) | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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Bingham, Osborn & Scarborough LLC
Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name. | Finance |
