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Blaine William Coates
Fondateur chez
Wellington-Altus Private Wealth, Inc.
Finance
Profil
Blaine William Coates is the founder of Wellington-Altus Private Wealth, Inc. (founded in 2017) and Wellington-Altus Financial, Inc. (founded in 2017).
At Wellington-Altus Private Wealth, Inc., he holds the title of Senior Wealth Advisor since 2017.
At Wellington-Altus Financial, Inc., he held the title of Chief Financial Officer & Executive Vice President.
Prior to his founding positions, he worked as the Chief Financial Officer at Wellington West Capital, Inc.
Postes actifs de Blaine William Coates
| Sociétés | Poste | Début |
|---|---|---|
Wellington-Altus Private Wealth, Inc.
 Wellington-Altus Private Wealth, Inc. Investment ManagersFinance Wellington-Altus aims to help clients preserve and grow wealth in every aspect. The firm employs open architecture to ensure the best investment selection. | Fondateur | 01/04/2017 |
Anciens postes connus de Blaine William Coates
| Sociétés | Poste | Fin |
|---|---|---|
Wellington-Altus Financial, Inc.
 Wellington-Altus Financial, Inc. Investment ManagersFinance Provides investment and wealth management services | Fondateur | - |
Wellington West Capital, Inc.
 Wellington West Capital, Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Directeur Financier/CFO | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Wellington West Capital, Inc.
Wellington West Capital, Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
Wellington-Altus Private Wealth, Inc.
Wellington-Altus Private Wealth, Inc. Investment ManagersFinance Wellington-Altus aims to help clients preserve and grow wealth in every aspect. The firm employs open architecture to ensure the best investment selection. | Finance |
Wellington-Altus Financial, Inc.
Wellington-Altus Financial, Inc. Investment ManagersFinance Provides investment and wealth management services | Finance |
