Caryn Westman
Fondateur chez United Capital Financial Partners, Inc.
Profil
Caryn L.
Westman is the founder of United Capital Financial Partners, Inc. (founded in 2005) where she holds the title of Corporate Secretary & Senior Vice President.
She also held former positions as Corporate Secretary & Compliance Director at Centurion Capital Group, Inc., Corporate Secretary at United Capital Partners, Inc., and Corporate Secretary at United Capital Financial Advisers LLC.
Ms. Westman received undergraduate and graduate degrees from Drake University and an undergraduate degree from Mt.
San Antonio College Foundation.
Postes actifs de Caryn Westman
| Sociétés | Poste | Début |
|---|---|---|
United Capital Financial Partners, Inc.
 United Capital Financial Partners, Inc. Investment ManagersFinance United Capital Financial Partners, Inc. engages in the provision of financial advisory services. It offers financial life management, guidance-driven investing, and extended financial services. The company was founded by Joseph John Duran, Patrick M. Bommarito and Caryn L. Westman in 2005 and is headquartered in Newport Beach, CA. | Fondateur | 01/01/2005 |
Anciens postes connus de Caryn Westman
| Sociétés | Poste | Fin |
|---|---|---|
United Capital Partners, Inc.
 United Capital Partners, Inc. Financial ConglomeratesFinance United Capital Partners, Inc. operates an investment boutique and provides real estate financing solutions. The company is headquartered in Bloomington, MN. | Secrétaire Général | - |
Centurion Capital Group, Inc.
 Centurion Capital Group, Inc. Investment ManagersFinance Part of Altegris Advisors LLC, Centurion Capital Group, Inc. provides asset management services. The company is based in Downey, CA. Centurion Capital Group was acquired by General Electric Co. on October 09, 2001. | Conseiller Juridique Général | - |
United Capital Financial Advisers LLC
 United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers. | Conseiller Juridique Général | 22/04/2009 |
Formation de Caryn Westman
| Drake University | Graduate Degree |
| Mt. San Antonio College Foundation | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
United Capital Financial Advisers LLC
United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers. | Finance |
Centurion Capital Group, Inc.
Centurion Capital Group, Inc. Investment ManagersFinance Part of Altegris Advisors LLC, Centurion Capital Group, Inc. provides asset management services. The company is based in Downey, CA. Centurion Capital Group was acquired by General Electric Co. on October 09, 2001. | Finance |
United Capital Partners, Inc.
United Capital Partners, Inc. Financial ConglomeratesFinance United Capital Partners, Inc. operates an investment boutique and provides real estate financing solutions. The company is headquartered in Bloomington, MN. | Finance |
United Capital Financial Partners, Inc.
United Capital Financial Partners, Inc. Investment ManagersFinance United Capital Financial Partners, Inc. engages in the provision of financial advisory services. It offers financial life management, guidance-driven investing, and extended financial services. The company was founded by Joseph John Duran, Patrick M. Bommarito and Caryn L. Westman in 2005 and is headquartered in Newport Beach, CA. | Finance |
