Gabe Gallegos
Directeur Général chez Rocky Mountain Private Wealth Management LLC
Profil
Mr. Gabriel S.
Gallegos is Co-Founder & Portfolio Manager at Rocky Mountain Private Wealth Management LLC.
Prior to co-founding Rocky Mountain in 2003, Mr. Gallegos joined Morgan Stanley Dean Witter as a financial advisor working with a team responsible for managing over $40 million.
He began his investment career as a fee-based financial planner with AXA Advisors.
He received his bachelors degree in business administration from Texas A & M University Corpus Christi in 1999.
Postes actifs de Gabe Gallegos
| Sociétés | Poste | Début |
|---|---|---|
Rocky Mountain Private Wealth Management LLC
 Rocky Mountain Private Wealth Management LLC Investment ManagersFinance Rocky Mountain Private Wealth Management LLC (RMPWM) is an independent, SEC-registered investment management firm headquartered in Sugar Land, Texas. The firm was co-founded by Gabe Gallegos and Larry Carter in 2003. RMPWM offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, privately held investment companies, and other business entities. | Directeur Général | 01/01/2003 |
Anciens postes connus de Gabe Gallegos
| Sociétés | Poste | Fin |
|---|---|---|
| Morgan Stanley Dean Witter | Corporate Officer/Principal | - |
Equitable Advisors LLC
 Equitable Advisors LLC Investment ManagersFinance Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans. | Corporate Officer/Principal | - |
Formation de Gabe Gallegos
| Texas A&M University-Corpus Christi | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Equitable Advisors LLC
Equitable Advisors LLC Investment ManagersFinance Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans. | Finance |
| Morgan Stanley Dean Witter | Finance |
Rocky Mountain Private Wealth Management LLC
Rocky Mountain Private Wealth Management LLC Investment ManagersFinance Rocky Mountain Private Wealth Management LLC (RMPWM) is an independent, SEC-registered investment management firm headquartered in Sugar Land, Texas. The firm was co-founded by Gabe Gallegos and Larry Carter in 2003. RMPWM offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, privately held investment companies, and other business entities. | Finance |
