Dana Graves

Portfolio Manager-Aktien bei Commonwealth Equity Services LLC

Finance

Consumer Services

Aktive Positionen von Dana Graves

Unternehmen	Position	Beginn	Ende
Commonwealth Equity Services LLC Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations.	Portfolio Manager-Aktien	01.08.2023	-

Wingate University

Undergraduate Degree

International

Vereinigte Staaten

Operativ

Portfolio Manager-Equities	1
Undergraduate Degree	1

Sektoral

Finance	2
Consumer Services	2

Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Private Unternehmen	1
Commonwealth Equity Services LLC Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations.	Finance

Private Unternehmen

Finance