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Brett Sohns
Vorstandsvorsitzender bei Lifegoal Investments LLC
Aktive Positionen von Brett Sohns
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Lifegoal Investments LLC
![]() Lifegoal Investments LLC Investment ManagersFinance Lifegoal Investments LLC provides investment advice. The private company is based in Saratoga Springs, NY and has subsidiaries in the United States. The company was founded in 2021 by Brett Richard Sohns, who has been the CEO since 2021. | Vorstandsvorsitzender | 01.05.2021 | - |
Gründer | 01.05.2021 | - | |
Portfolio Manager-Aktien | 01.05.2021 | - |
Karriereverlauf von Brett Sohns
Ehemalige bekannte Positionen von Brett Sohns
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Advisors Asset Management, Inc.
![]() Advisors Asset Management, Inc. Investment ManagersFinance Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor headquartered in Monument, Colorado. The firm was founded in 1979 as Fixed Income Securities LP. In 2023, Sun Life Capital Management (US) LLC, a subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada, acquired a 51 percent majority stake in the firm. AAM provides portfolio supervisory and evaluation services to AAM-sponsored unit investment trusts (UITs). They also offer separately managed account (SMA) advisory services to individuals, banking or thrift institutions, trusts, estates, broker-dealers, investment advisers, investment companies, corporations, pension or profit-sharing plans and charitable organizations. | Corporate Officer/Principal | 01.10.2019 | 01.09.2021 |
BlackRock Advisors LLC
![]() BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Corporate Officer/Principal | 01.05.2011 | 01.03.2012 |
Ausbildung von Brett Sohns
Iona College | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 5 |
Operativ
Corporate Officer/Principal | 2 |
Chief Executive Officer | 1 |
Founder | 1 |
Sektoral
Finance | 4 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 3 |
---|---|
BlackRock Advisors LLC
![]() BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Finance |
Advisors Asset Management, Inc.
![]() Advisors Asset Management, Inc. Investment ManagersFinance Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor headquartered in Monument, Colorado. The firm was founded in 1979 as Fixed Income Securities LP. In 2023, Sun Life Capital Management (US) LLC, a subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada, acquired a 51 percent majority stake in the firm. AAM provides portfolio supervisory and evaluation services to AAM-sponsored unit investment trusts (UITs). They also offer separately managed account (SMA) advisory services to individuals, banking or thrift institutions, trusts, estates, broker-dealers, investment advisers, investment companies, corporations, pension or profit-sharing plans and charitable organizations. | Finance |
Lifegoal Investments LLC
![]() Lifegoal Investments LLC Investment ManagersFinance Lifegoal Investments LLC provides investment advice. The private company is based in Saratoga Springs, NY and has subsidiaries in the United States. The company was founded in 2021 by Brett Richard Sohns, who has been the CEO since 2021. | Finance |
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