![Sid Ean](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Loopbaan van Sid Ean
Eerdere bekende functies van Sid Ean
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. | Analyst-Equity | 01-01-2016 | 01-08-2019 |
Lid van de Investeringscommissie | 01-01-2016 | 01-08-2019 | |
Portefeuillebeheerder-Aandelen | 01-01-2016 | 01-08-2019 | |
Ballou Plum Wealth Advisors LLC
![]() Ballou Plum Wealth Advisors LLC Investment ManagersFinance Ballou Plum Wealth Advisors LLC provides investment advice. It services includes investment management, financial independence planning, risk management, insurance needs and tax estate planning. The company was founded in 1998 and is headquartered in Lafayette, CA. | Corporate Officer/Principal | 01-01-2004 | 01-01-2016 |
Opleiding van Sid Ean
St. Mary's College (Indiana) | Undergraduate Degree |
University of San Francisco | Graduate Degree |
Statistieken
Internationaal
Verenigde Staten | 5 |
Operationeel
Analyst-Equity | 1 |
Investment Committee Member | 1 |
Portfolio Manager-Equities | 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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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 |
Ballou Plum Wealth Advisors LLC
![]() Ballou Plum Wealth Advisors LLC Investment ManagersFinance Ballou Plum Wealth Advisors LLC provides investment advice. It services includes investment management, financial independence planning, risk management, insurance needs and tax estate planning. The company was founded in 1998 and is headquartered in Lafayette, CA. | Finance |