Jeff Perry
Vorstandsvorsitzender bei PFG Private Wealth Management LLC
Profil
Mr. Jeffrey D.
Perry is a President & Chief Executive Officer at PFG Private Wealth Management LLC.
He is also responsible for the development and implementation of the firm’s investment strategy and building and managing client portfolios.
Prior to joining PFG Private Wealth Management, he spent four years at NationsBank as an associate and one year with Hinrichs Financial Group in Charlotte, NC.
He received his undergraduate degree from Wake Forest University.
Mr. Perry's professional designations include Certified Investment Management Analyst (CIMA), Accredited Investment Fiduciary (AIF), Certified Fund Specialist (CFS) and Board Certified in Securities (BCS).
Aktive Positionen von Jeff Perry
| Unternehmen | Position | Beginn |
|---|---|---|
PFG Private Wealth Management LLC
 PFG Private Wealth Management LLC Investment ManagersFinance PFG Private Wealth Management LLC (PFGPWM) is an independent registered investment advisor and wealth management firm headquartered in Lutz, Florida. PFGPWM provides its wrap fee program services to individuals, corporations or business entities, and pension plans. | Vorstandsvorsitzender | 01.12.2015 |
Ehemalige bekannte Positionen von Jeff Perry
| Unternehmen | Position | Ende |
|---|---|---|
| Banc of America Capital Management LLC | Corporate Officer/Principal | 01.07.1999 |
Ausbildung von Jeff Perry
| Wake Forest University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
| Banc of America Capital Management LLC | Finance |
PFG Private Wealth Management LLC
PFG Private Wealth Management LLC Investment ManagersFinance PFG Private Wealth Management LLC (PFGPWM) is an independent registered investment advisor and wealth management firm headquartered in Lutz, Florida. PFGPWM provides its wrap fee program services to individuals, corporations or business entities, and pension plans. | Finance |