Chris Wheaton
Gestionnaire de Portefeuille-Actions chez Litman Gregory Wealth Management LLC
Postes actifs de Chris Wheaton
Sociétés | Poste | Début | Fin |
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Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Gestionnaire de Portefeuille-Actions | 01/01/2010 | - |
Directeur Général | 01/01/2010 | 01/01/2015 | |
Corporate Officer/Principal | 01/01/1997 | 01/01/2010 |
Historique de carrière de Chris Wheaton
Anciens postes connus de Chris Wheaton
Sociétés | Poste | Début | Fin |
---|---|---|---|
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Corporate Officer/Principal | 31/12/1996 | 31/12/1996 |
Formation de Chris Wheaton
University of Illinois | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 3 |
Finlande | 2 |
Opérationnelle
Corporate Officer/Principal | 2 |
Chief Executive Officer | 1 |
Portfolio Manager-Equities | 1 |
Sectorielle
Finance | 2 |
Consumer Services | 2 |
Commercial Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 2 |
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Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Finance |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
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