Eric Clayton Pritz
Gestionnaire de Portefeuille-Actions chez Signature Estate & Investment Advisors LLC
Profil
Mr. Eric C.
Pritz is a Senior Partner at Signature Estate & Investment Advisors LLC.
He has been providing financial advice and wealth management services to high net worth individuals, organization and companies for over 15 years and has been active in the financial industry since 2001.
He is also an executive member of The LA25, an entrepreneurial group of wired South Bay professionals.
Additionally, he serves on the board of directors as treasurer of The LA25 Foundation.
He received his Bachelors of Arts degree in Business Economics from the University of California, Santa Barbara.
In 2007, he received the CFP certification from the Certified Financial Planner Board of Standards, Inc. and has been a Chartered Mutual Fund Counselor since 2009.
He is a licensed independent insurance broker with Signature Comprehensive Insurance Services, LLC and a licensed insurance agent.
Postes actifs de Eric Clayton Pritz
| Sociétés | Poste | Début |
|---|---|---|
Signature Estate & Investment Advisors LLC
 Signature Estate & Investment Advisors LLC Investment ManagersFinance Signature Estate & Investment Advisors LLC (SEIA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brian D. Holmes in 1997. They are wholly owned by Signature Financial Service Group LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V LP. SEIA provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other businesses. | Gestionnaire de Portefeuille-Actions | - |
Formation de Eric Clayton Pritz
| University of California, Santa Barbara | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Signature Estate & Investment Advisors LLC
Signature Estate & Investment Advisors LLC Investment ManagersFinance Signature Estate & Investment Advisors LLC (SEIA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brian D. Holmes in 1997. They are wholly owned by Signature Financial Service Group LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V LP. SEIA provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other businesses. | Finance |