Karriereverlauf von Taylor J. Thomas
Ehemalige bekannte Positionen von Taylor J. Thomas
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
RegentAtlantic Capital LLC
RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic Capital LLC (RegentAtlantic) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded in 1997 when EB Advisory Corp. (formed in 1982) and Individual Asset Planning (formed in 1983) joined to form Bugen, Stuart, Korn, & Cordaro, Inc. They changed their name to RegentAtlantic Capital in 2001. In 2021, the firm became a majority-owned subsidiary of CI Private Wealth LLC, which is majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. RegentAtlantic offers global wealth management and asset management advisory services to individual and institutional clients. | Portfolio Manager-Aktien | 01.04.2012 | 01.01.2013 |
Portfolio Manager-Fixed Income | 01.04.2012 | 01.01.2013 | |
Vertrieb & Marketing | 01.04.2012 | 01.01.2013 | |
HIGHLAND Financial Advisors LLC
HIGHLAND Financial Advisors LLC Investment ManagersFinance HIGHLAND Financial Advisors LLC (HIGHLAND) is an independent registered investment advisor headquartered in Wayne, New Jersey. The firm was originally founded in 1996 as Tyras, Fraasa & Associates LLC. In 2005, after the retirement of Paul F. Tyras, the name was changed to HIGHLAND Financial Advisors LLC. HIGHLAND offers financial planning and investment advisory services to individuals, families, pension and profit-sharing plans, and business entities. | Corporate Officer/Principal | 30.03.2012 | 30.03.2012 |
Ausbildung von Taylor J. Thomas
Ramapo College of New Jersey | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 4 |
Operativ
Portfolio Manager-Equities | 1 |
Portfolio Manager-Fixed Income | 1 |
Sales & Marketing | 1 |
Sektoral
Finance | 3 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
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RegentAtlantic Capital LLC
RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic Capital LLC (RegentAtlantic) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded in 1997 when EB Advisory Corp. (formed in 1982) and Individual Asset Planning (formed in 1983) joined to form Bugen, Stuart, Korn, & Cordaro, Inc. They changed their name to RegentAtlantic Capital in 2001. In 2021, the firm became a majority-owned subsidiary of CI Private Wealth LLC, which is majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. RegentAtlantic offers global wealth management and asset management advisory services to individual and institutional clients. | Finance |
HIGHLAND Financial Advisors LLC
HIGHLAND Financial Advisors LLC Investment ManagersFinance HIGHLAND Financial Advisors LLC (HIGHLAND) is an independent registered investment advisor headquartered in Wayne, New Jersey. The firm was originally founded in 1996 as Tyras, Fraasa & Associates LLC. In 2005, after the retirement of Paul F. Tyras, the name was changed to HIGHLAND Financial Advisors LLC. HIGHLAND offers financial planning and investment advisory services to individuals, families, pension and profit-sharing plans, and business entities. | Finance |
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