Chris Wheaton
Portfolio Manager-Aktien bei Litman Gregory Wealth Management LLC
Aktive Positionen von Chris Wheaton
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Portfolio Manager-Aktien | 01.01.2010 | - |
Vorstandsvorsitzender | 01.01.2010 | 01.01.2015 | |
Corporate Officer/Principal | 01.01.1997 | 01.01.2010 |
Karriereverlauf von Chris Wheaton
Ehemalige bekannte Positionen von Chris Wheaton
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Corporate Officer/Principal | 31.12.1996 | 31.12.1996 |
Ausbildung von Chris Wheaton
University of Illinois | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 4 |
Operativ
Corporate Officer/Principal | 2 |
Chief Executive Officer | 1 |
Portfolio Manager-Equities | 1 |
Sektoral
Finance | 2 |
Consumer Services | 2 |
Commercial Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
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Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Finance |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
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