![Brian J. Regan](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Brian J. Regan
Gestionnaire de Portefeuille-Actions chez Wealth Enhancement Advisory Services LLC
Postes actifs de Brian J. Regan
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. | Gestionnaire de Portefeuille-Actions | 01/01/2024 | - |
Historique de carrière de Brian J. Regan
Anciens postes connus de Brian J. Regan
Sociétés | Poste | Début | Fin |
---|---|---|---|
Asset Management Resources LLC
![]() Asset Management Resources LLC Investment ManagersFinance Asset Management Resources LLC (AMR) is a SEC-registered investment advisor headquartered in Hyannis, Massachusetts. The firm was founded by J. Christopher Boyd in 2008 and was acquired by Wealth Enhancement Group LLC in 2023. AMR provides advisory services to individuals, high net worth individuals, trusts, estates, retirement plans, and charitable organizations. | Analyst-Equity | 01/02/2018 | 01/01/2024 |
Directeur en chef des Investissements | 01/06/2020 | 01/01/2024 | |
Gestionnaire de Portefeuille-Actions | 01/09/2018 | 01/01/2024 | |
Winter Harbor LLC
![]() Winter Harbor LLC Recreational ProductsConsumer Durables Winter Harbor LLC is a provider of restructuring and turnaround services for middle market companies. The private company is based in Central Square, NY. The company offers tailored revitalization plans to help clients achieve their short- and long-term goals. Winter Harbor was founded by Stuart W. Noyes. | Corporate Officer/Principal | 01/11/2015 | 01/08/2017 |
Formation de Brian J. Regan
Questrom School of Business | Undergraduate Degree |
Boston College | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 6 |
Opérationnelle
Portfolio Manager-Equities | 2 |
Analyst-Equity | 1 |
Chief Investment Officer | 1 |
Sectorielle
Finance | 3 |
Consumer Services | 3 |
Consumer Durables | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 3 |
---|---|
Asset Management Resources LLC
![]() Asset Management Resources LLC Investment ManagersFinance Asset Management Resources LLC (AMR) is a SEC-registered investment advisor headquartered in Hyannis, Massachusetts. The firm was founded by J. Christopher Boyd in 2008 and was acquired by Wealth Enhancement Group LLC in 2023. AMR provides advisory services to individuals, high net worth individuals, trusts, estates, retirement plans, and charitable organizations. | Finance |
Winter Harbor LLC
![]() Winter Harbor LLC Recreational ProductsConsumer Durables Winter Harbor LLC is a provider of restructuring and turnaround services for middle market companies. The private company is based in Central Square, NY. The company offers tailored revitalization plans to help clients achieve their short- and long-term goals. Winter Harbor was founded by Stuart W. Noyes. | Consumer Durables |
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 |
- Bourse
- Insiders
- Brian J. Regan
- Expérience