Profil
Mr. John G.
Heinlein is a Managing Director & Chief Investment Officer at Hunt Valley Wealth.
He co-founded Hunt Valley Wealth (formerly Horan Capital Management) in 1995.
He established and continues to oversee the firm’s investment strategies.
Prior to joining the firm, John worked at American Express Financial Advisors in the Personal Advisory Division.
He received his bachelor’s in business management from the University of Baltimore.
Aktive Positionen von John Gordon Heinlein
Unternehmen | Position | Beginn |
---|---|---|
Hunt Valley Wealth
Hunt Valley Wealth Investment ManagersFinance Hunt Valley Wealth (HVW) is an independent investment management firm headquartered in Hunt Valley, Maryland. The firm was founded by Patrick Horan in 1995 as Horan & Associates Financial Advisors Ltd. and subsequently became Horan Capital Management LLC in 2005. They changed their name into Hunt Valley Wealth in 2022. HVW provides wealth management solutions to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Gründer | 01.01.1995 |
Ehemalige bekannte Positionen von John Gordon Heinlein
Unternehmen | Position | Ende |
---|---|---|
American Express Financial Advisors, Inc. | Corporate Officer/Principal | 31.12.1994 |
Ausbildung von John Gordon Heinlein
University of Baltimore | 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 |
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Hunt Valley Wealth
Hunt Valley Wealth Investment ManagersFinance Hunt Valley Wealth (HVW) is an independent investment management firm headquartered in Hunt Valley, Maryland. The firm was founded by Patrick Horan in 1995 as Horan & Associates Financial Advisors Ltd. and subsequently became Horan Capital Management LLC in 2005. They changed their name into Hunt Valley Wealth in 2022. HVW provides wealth management solutions to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
American Express Financial Advisors, Inc. |