Profil
Mr. Gustave R.
Ozag is a Chief Financial Planning Officer, Portfolio Manager & Partner at WestEnd Capital Management LLC.
He is a founder of WestEnd Capital Management.
With over 30 years of financial planning experience.
He assists WestEnd Capital Management clients in coordinating the management of their assets with comprehensive financial planning including risk management, as well as estate, retirement, investment and tax planning.
He is a certified financial planner, chartered financial consultant and chartered life underwriter.
He received his Bachelor of Arts in Philosophy from California State University, Northridge.
Postes actifs de Gus Ozag
| Sociétés | Poste | Début |
|---|---|---|
WestEnd Capital Management LLC
 WestEnd Capital Management LLC Investment ManagersFinance WestEnd Capital Management LLC (WestEnd) is an independent SEC-registered wealth management firm headquartered in Santa Monica, California. The firm was founded by Gustave (Gus) Ozag in 2002. WestEnd provides advisory services on a discretionary basis to a privately offered pooled investment vehicle, WestEnd Partners LP (WEP), a California limited partnership which is intended for accredited investors with certain net worth requirements, as well as advisory services on a discretionary basis to individuals through separately managed accounts. | Fondateur | 01/07/2002 |
Formation de Gus Ozag
| California State University-Northridge | Undergraduate Degree |
Expériences
Fonctions occupées
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Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
WestEnd Capital Management LLC
WestEnd Capital Management LLC Investment ManagersFinance WestEnd Capital Management LLC (WestEnd) is an independent SEC-registered wealth management firm headquartered in Santa Monica, California. The firm was founded by Gustave (Gus) Ozag in 2002. WestEnd provides advisory services on a discretionary basis to a privately offered pooled investment vehicle, WestEnd Partners LP (WEP), a California limited partnership which is intended for accredited investors with certain net worth requirements, as well as advisory services on a discretionary basis to individuals through separately managed accounts. | Finance |
