David Fleisher
Directeur Général chez Firstrust Financial Resources LLC
Profil
Mr. David Fleisher, II, is a President, Chief Executive Officer & Co-Founder at Firstrust Financial Resources LLC.
He serves as a managing partner of Firstrust Financial Resources, as well as Vice Chairman of Karr Barth Associates, where his focus includes professional development, strategic planning, and driving growth initiatives across the firm including the acquisition of experienced Financial Professionals.
Mr. Fleisher has over 25 years of experience in the financial services industry, focusing on the design and implementation of individual financial plans, portfolios, and corporate benefits.
Mr. Fleisher received his BS degree in Finance from Ithaca College.
He is a member of the Society of Financial Service Professionals, National Association of Insurance and Financial Advisors, GAMA, and AALU.
Mr. Fleisher is also the president of the Cherry Hill Township Council, and a member of the Ithaca College Board of Trustees.
Postes actifs de David Fleisher
| Sociétés | Poste | Début |
|---|---|---|
Firstrust Financial Resources LLC
 Firstrust Financial Resources LLC Investment ManagersFinance Firstrust Financial Resources LLC (FFR), do-business-as Firstrust Financial Advisors, is a SEC-registered investment advisor and wealth management firm headquartered in Conshohocken, Pennsylvania. The firm was founded in 1999 by David Fleisher, Andrew McIlhenny, and Adam Sherman. They are a wholly-owned subsidiary of Firstrust Financial Resources, Inc., ultimately owned by Semperverde Holding Co. FFR offers investment advisory services to individuals, banking or thrift institutions, pension and profit-sharing plans. | Directeur Général | 01/01/1999 |
Formation de David Fleisher
| Ithaca College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Firstrust Financial Resources LLC
Firstrust Financial Resources LLC Investment ManagersFinance Firstrust Financial Resources LLC (FFR), do-business-as Firstrust Financial Advisors, is a SEC-registered investment advisor and wealth management firm headquartered in Conshohocken, Pennsylvania. The firm was founded in 1999 by David Fleisher, Andrew McIlhenny, and Adam Sherman. They are a wholly-owned subsidiary of Firstrust Financial Resources, Inc., ultimately owned by Semperverde Holding Co. FFR offers investment advisory services to individuals, banking or thrift institutions, pension and profit-sharing plans. | Finance |
