Gregory G. Philipps
President chez Pension Fund Evaluations, Inc.
Profil
Gregory G.
Philipps is currently the President of Pension Fund Evaluations, Inc. and a General Securities Principal at the National Association of Securities Dealers, Inc. He previously worked as a Director at Integrity Mutual Funds, Inc. and as an Independent Director at Capital Financial Holdings, Inc. from 2011 to 2013.
Mr. Philipps obtained an undergraduate degree from Adelphi University.
Postes actifs de Gregory G. Philipps
| Sociétés | Poste | Début |
|---|---|---|
Pension Fund Evaluations, Inc.
 Pension Fund Evaluations, Inc. Investment Banks/BrokersFinance Pension Fund Evaluations, Inc. is an independent investment consulting firm that provides third-party administration and record-keeping services to various plans, including taft hartley, corporate, endowment, foundation, 401(k), 403(b), 457, and municipal plans. The private company is based in Centereach, NY. The company is registered with FINRA and SIPC. Pension Fund Evaluations helps its clients comply with new regulations under ERISA section 408(b)(2) and section 404(a)(5) that require plan service providers to furnish more detailed information about their fees, services, and expenses. | President | 28/01/2010 |
National Association of Securities Dealers, Inc.
 National Association of Securities Dealers, Inc. Investment Banks/BrokersFinance National Association of Securities Dealers, Inc. provides financial regulatory services. The non-profit company is based in Washington and has subsidiaries in the United States. The American company was founded by Richard B. Jennings, Vince Means. | Corporate Officer/Principal | 29/06/2011 |
Anciens postes connus de Gregory G. Philipps
| Sociétés | Poste | Fin |
|---|---|---|
| CAPITAL FINANCIAL HOLDINGS, INC. | Directeur/Membre du Conseil | 12/12/2013 |
Integrity Mutual Funds, Inc.
 Integrity Mutual Funds, Inc. Investment ManagersFinance Integrity Mutual Funds, Inc. is a holding company engaged, through various subsidiaries, in providing investment management, distribution, shareholder services, fund accounting and other related administrative services to the open-end investment. | Directeur/Membre du Conseil | 11/09/2009 |
Formation de Gregory G. Philipps
| Adelphi University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Integrity Mutual Funds, Inc.
Integrity Mutual Funds, Inc. Investment ManagersFinance Integrity Mutual Funds, Inc. is a holding company engaged, through various subsidiaries, in providing investment management, distribution, shareholder services, fund accounting and other related administrative services to the open-end investment. | Finance |
Capital Financial Holdings, Inc.
 Capital Financial Holdings, Inc. Investment ManagersFinance Capital Financial Holdings, Inc. engages in the provision of financial services. It operates through the following segments: Broker-Dealer Services, and Holding Company. The Broker-Dealer Services segment distributes securities and insurance products to retail investors through a network of registered representatives. The Holding Company segment encompasses cost associated with ownership of the company's office building, business development and acquisitions, dispositions of subsidiary entities and results of discontinued operations and dividend income and recognized gains or losses. The company was founded by Robert Edward Walstad on September 22, 1987 and is headquartered in Minot, ND. | Finance |
Pension Fund Evaluations, Inc.
Pension Fund Evaluations, Inc. Investment Banks/BrokersFinance Pension Fund Evaluations, Inc. is an independent investment consulting firm that provides third-party administration and record-keeping services to various plans, including taft hartley, corporate, endowment, foundation, 401(k), 403(b), 457, and municipal plans. The private company is based in Centereach, NY. The company is registered with FINRA and SIPC. Pension Fund Evaluations helps its clients comply with new regulations under ERISA section 408(b)(2) and section 404(a)(5) that require plan service providers to furnish more detailed information about their fees, services, and expenses. | Finance |
National Association of Securities Dealers, Inc.
National Association of Securities Dealers, Inc. Investment Banks/BrokersFinance National Association of Securities Dealers, Inc. provides financial regulatory services. The non-profit company is based in Washington and has subsidiaries in the United States. The American company was founded by Richard B. Jennings, Vince Means. | Finance |
