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Alex Bernier
Trading-Equity chez Wealth Enhancement Advisory Services LLC
Postes actifs de Alex Bernier
Sociétés | Poste | Début | Fin |
---|---|---|---|
Wealth Enhancement Advisory Services LLC
![]() Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Trading-Equity | 10/12/2021 | - |
Gestionnaire de Portefeuille-Actions | 10/12/2021 | - |
Historique de carrière de Alex Bernier
Anciens postes connus de Alex Bernier
Sociétés | Poste | Début | Fin |
---|---|---|---|
QCI Asset Management, Inc.
![]() QCI Asset Management, Inc. Investment ManagersFinance QCI Asset Management, Inc. (QCI) is an independent registered investment advisor headquartered in Pittsford, New York City. Founded in 1975, QCI provides fee-based investment management services for corporations, institutions, and high net-worth individuals. | Analyst-Equity | 01/01/2018 | 10/12/2021 |
Trading-Equity | 01/01/2014 | 10/12/2021 | |
Manning & Napier Advisors LLC
![]() Manning & Napier Advisors LLC Investment ManagersFinance Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles. | Corporate Officer/Principal | - | - |
Formation de Alex Bernier
St. John Fisher College | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 5 |
Opérationnelle
Trading-Equity | 2 |
Analyst-Equity | 1 |
Undergraduate Degree | 1 |
Sectorielle
Finance | 4 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 3 |
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QCI Asset Management, Inc.
![]() QCI Asset Management, Inc. Investment ManagersFinance QCI Asset Management, Inc. (QCI) is an independent registered investment advisor headquartered in Pittsford, New York City. Founded in 1975, QCI provides fee-based investment management services for corporations, institutions, and high net-worth individuals. | Finance |
Manning & Napier Advisors LLC
![]() Manning & Napier Advisors LLC Investment ManagersFinance Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles. | Finance |
Wealth Enhancement Advisory Services LLC
![]() Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Finance |
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