David Matuszak
Plus aucun poste en cours
Profil
David Matuszak worked as an Investment Advisor at Envision Capital Management Ltd.
He then worked as the President of DJM Wealth Strategies LLC from 2009 to 2012.
After that, he worked as the Executive Vice President & Senior Wealth Advisor at Pathlight Investors LLC.
Mr. Matuszak completed his undergraduate degree from Syracuse University.
Anciens postes connus de David Matuszak
| Sociétés | Poste | Fin |
|---|---|---|
DJM Wealth Strategies LLC
 DJM Wealth Strategies LLC Investment ManagersFinance Part of Julmat, Inc., DJM Wealth Strategies LLC is a company that provides investment advice. The company is based in Scottsdale, AZ. | Corporate Officer/Principal | 01/12/2012 |
Envision Capital Management Ltd.
 Envision Capital Management Ltd. Investment ManagersFinance Envision Capital Management Ltd. (ECM) is a SEC-registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded in 1982 as Physicians Financial Services Ltd. and became known as Envision Capital Management in 1998. The Druckman Family Trust owns 100% of the firm's company’s shares. ECM provides discretionary investment management or portfolio management services to clients with separately managed accounts. These clients include individuals and high net-worth individuals, pension and profit-sharing plans (other than plan participants), charitable organizations, trusts, and estates. | Gestionnaire de Portefeuille-Actions | 31/12/2009 |
Pathlight Investors LLC
 Pathlight Investors LLC Investment ManagersFinance Pathlight Investors LLC provides investment advice. The company is based in Phoenix, AZ. The company was founded in 2009. Pathlight Investors was acquired by EP Wealth Advisors LLC on July 08, 2019. | President | - |
Formation de David Matuszak
| Syracuse University | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Envision Capital Management Ltd.
Envision Capital Management Ltd. Investment ManagersFinance Envision Capital Management Ltd. (ECM) is a SEC-registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded in 1982 as Physicians Financial Services Ltd. and became known as Envision Capital Management in 1998. The Druckman Family Trust owns 100% of the firm's company’s shares. ECM provides discretionary investment management or portfolio management services to clients with separately managed accounts. These clients include individuals and high net-worth individuals, pension and profit-sharing plans (other than plan participants), charitable organizations, trusts, and estates. | Finance |
DJM Wealth Strategies LLC
DJM Wealth Strategies LLC Investment ManagersFinance Part of Julmat, Inc., DJM Wealth Strategies LLC is a company that provides investment advice. The company is based in Scottsdale, AZ. | Finance |
Pathlight Investors LLC
Pathlight Investors LLC Investment ManagersFinance Pathlight Investors LLC provides investment advice. The company is based in Phoenix, AZ. The company was founded in 2009. Pathlight Investors was acquired by EP Wealth Advisors LLC on July 08, 2019. | Finance |
