Brian Glenn Frazier
Directeur en chef des Investissements chez Adero Partners LLC
Profil
Mr. Brian G.
Frazier is a Co-Chief Investment Officer & Wealth Advisor at Adero Partners LLC.
He has over 25 years experience in comprehensive financial planning, emphasizing investment and tax planning for families, foundations and endowments, and employee groups.
His experience includes teaming with internal and external advisors, making investment recommendations and executing strategies to meet his clients’ goals.
Prior to joining our firm, he spent eight years at PricewaterhouseCoopers (formerly Coopers & Lybrand) where he was in charge of asset management on the West Coast.
He is a graduate of Pepperdine University and he received a Professional Designation in Personal Financial Planning from the University of California, Los Angeles.
Postes actifs de Brian Glenn Frazier
| Sociétés | Poste | Début |
|---|---|---|
Adero Partners LLC
 Adero Partners LLC Investment ManagersFinance Adero Partners LLC (Adero) is a SEC-registered investment advisor and wealth management firm headquartered in Palo Alto, California. The firm was founded by Michael Edward Spector as Vista Wealth Management Group LLC. They are a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Adero offers financial planning, investment management, and tax services for families and individuals. | Directeur en chef des Investissements | 01/02/2002 |
Anciens postes connus de Brian Glenn Frazier
| Sociétés | Poste | Fin |
|---|---|---|
Burr Pilger Mayer, Inc.
 Burr Pilger Mayer, Inc. Miscellaneous Commercial ServicesCommercial Services Burr Pilger Mayer, Inc. provides accounting and consulting services. The firm's focus areas encompass assurance, corporate tax, business consulting, and wealth management. Its services include audit and quarterly reviews, internal control, forensic accounting, tax planning, business valuation, cash flow management, tax compliance, charitable giving, stock option planning and financial and retirement planning. It serves clients in the agriculture, automotive, construction, financial, government, real estate, and non-profit sectors. The company was founded by Curtis A. Burr, Henry Pilger, and Steven T. Mayer in 1986 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | 01/12/2011 |
| Price Waterhouse Coopers | Corporate Officer/Principal | 01/12/2001 |
Formation de Brian Glenn Frazier
| Pepperdine University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Adero Partners LLC
Adero Partners LLC Investment ManagersFinance Adero Partners LLC (Adero) is a SEC-registered investment advisor and wealth management firm headquartered in Palo Alto, California. The firm was founded by Michael Edward Spector as Vista Wealth Management Group LLC. They are a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Adero offers financial planning, investment management, and tax services for families and individuals. | Finance |
Burr Pilger Mayer, Inc.
Burr Pilger Mayer, Inc. Miscellaneous Commercial ServicesCommercial Services Burr Pilger Mayer, Inc. provides accounting and consulting services. The firm's focus areas encompass assurance, corporate tax, business consulting, and wealth management. Its services include audit and quarterly reviews, internal control, forensic accounting, tax planning, business valuation, cash flow management, tax compliance, charitable giving, stock option planning and financial and retirement planning. It serves clients in the agriculture, automotive, construction, financial, government, real estate, and non-profit sectors. The company was founded by Curtis A. Burr, Henry Pilger, and Steven T. Mayer in 1986 and is headquartered in San Francisco, CA. | Commercial Services |
| Price Waterhouse Coopers |