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Postes actifs de Bob Wagman
Sociétés | Poste | Début | Fin |
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Historique de carrière de Bob Wagman
Anciens postes connus de Bob Wagman
Sociétés | Poste | Début | Fin |
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Aspiriant LLC
![]() Aspiriant LLC Investment ManagersFinance Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases. | Président | 01/01/2008 | 01/01/2016 |
Gestionnaire de Portefeuille-Actions | 01/01/2008 | 01/03/2016 | |
myCFO, Inc.
![]() myCFO, Inc. Investment ManagersFinance myCFO, Inc. provides wealth planning and investment management services. The private company is based in Redwood City, CA. The company was founded by James H. Clark. | Corporate Officer/Principal | 01/01/1999 | - |
PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Corporate Officer/Principal | 01/01/1985 | - |
Touche Ross & Co. | Corporate Officer/Principal | 01/01/1979 | - |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | - | - |
Formation de Bob Wagman
Boston University | Undergraduate Degree |
Golden Gate University | Graduate Degree |
Statistiques
Internationale
Etats-Unis | 7 |
Royaume-Uni | 2 |
Opérationnelle
Corporate Officer/Principal | 4 |
Portfolio Manager-Equities | 2 |
Chairman | 1 |
Sectorielle
Finance | 4 |
Commercial Services | 3 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Sociétés cotées | 1 |
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MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
Entreprise privées | 4 |
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PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Commercial Services |
Aspiriant LLC
![]() Aspiriant LLC Investment ManagersFinance Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases. | Finance |
myCFO, Inc.
![]() myCFO, Inc. Investment ManagersFinance myCFO, Inc. provides wealth planning and investment management services. The private company is based in Redwood City, CA. The company was founded by James H. Clark. | Finance |
Touche Ross & Co. | Commercial Services |
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