Postes actifs de Brian William Katz
Sociétés | Poste | Début | Fin |
---|---|---|---|
The Colony Group LLC
The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Analyst-Equity | 01/01/1997 | - |
Directeur en chef des Investissements | 01/01/1997 | - | |
Gestionnaire de Portefeuille-Actions | 01/01/1997 | - | |
President | 01/01/1997 | - | |
Responsable de la banque privée | 01/01/1997 | - |
Historique de carrière de Brian William Katz
Anciens postes connus de Brian William Katz
Sociétés | Poste | Début | Fin |
---|---|---|---|
Adviser Investments Acquisition Co. LLC
Adviser Investments Acquisition Co. LLC Investment ManagersFinance Formed in 1994, Adviser Investments Acquisition Co. LLC (AIA) is a registered investment advisor located in Newton, Massachusetts. The firm is a successor to Kobren Insight Management, Inc., an investment advisor that was formed in 1987. AIA purchased substantially all of the assets and liabilities of Kobren Insight Management, Inc. in March 2011 from E*Trade Financial Corp. The firm is a subsidiary of Adviser Investment Management, Inc. AIA offers investment advisory services to individual investors, pension and profit sharing plans, trusts, estates or charitable organizations and privately-held businesses. | Analyst-Equity | - | - |
Kanon Bloch Carré & Co., Inc.
Kanon Bloch Carré & Co., Inc. Investment ManagersFinance Part of CapFinancial Partners LLC, Kanon Bloch Carré & Co., Inc. is a company that provides investment advice. The company is based in Boston, MA. Kanon Bloch Carré & Co. was acquired by RINET Co. LLC on October 01, 2001. | Corporate Officer/Principal | - | - |
Formation de Brian William Katz
University of Massachusetts | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 5 |
Opérationnelle
Analyst-Equity | 2 |
Chief Investment Officer | 1 |
Portfolio Manager-Equities | 1 |
Sectorielle
Finance | 4 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 3 |
---|---|
The Colony Group LLC
The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Finance |
Adviser Investments Acquisition Co. LLC
Adviser Investments Acquisition Co. LLC Investment ManagersFinance Formed in 1994, Adviser Investments Acquisition Co. LLC (AIA) is a registered investment advisor located in Newton, Massachusetts. The firm is a successor to Kobren Insight Management, Inc., an investment advisor that was formed in 1987. AIA purchased substantially all of the assets and liabilities of Kobren Insight Management, Inc. in March 2011 from E*Trade Financial Corp. The firm is a subsidiary of Adviser Investment Management, Inc. AIA offers investment advisory services to individual investors, pension and profit sharing plans, trusts, estates or charitable organizations and privately-held businesses. | Finance |
Kanon Bloch Carré & Co., Inc.
Kanon Bloch Carré & Co., Inc. Investment ManagersFinance Part of CapFinancial Partners LLC, Kanon Bloch Carré & Co., Inc. is a company that provides investment advice. The company is based in Boston, MA. Kanon Bloch Carré & Co. was acquired by RINET Co. LLC on October 01, 2001. | Finance |
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