James Breen
Analyst-Equity chez Asset Management for Professionals, Inc.
Postes actifs de James Breen
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
Asset Management for Professionals, Inc.
 Asset Management for Professionals, Inc. Investment ManagersFinance Asset Management for Professionals, Inc., do-business-as AMP Wealth Management (AMP), is an independent, SEC-registered investment advisor headquartered in Whitefish Bay, Wisconsin. The firm was founded in 1994 by Dr. Jerome Mahalick to provide fellow medical and dental professionals with an academically based investment alternative. AMP provides investment management services primarily to high net-worth individuals, corporations, personal trusts, and qualified retirement plans through model portfolios and collective investment funds offered by financial advisors, broker dealers, registered investment advisory firms, trust companies and platforms. | Analyst-Equity | - | - |
| Membre du Comité d'Investissement | - | - | |
| Gestionnaire de Portefeuille-Actions | - | - |
Historique de carrière de James Breen
Formation de James Breen
| US Military Academy | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 3 |
Opérationnelle
| Analyst-Equity | 1 |
| Investment Committee Member | 1 |
| Portfolio Manager-Equities | 1 |
Sectorielle
| Finance | 2 |
| Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Asset Management for Professionals, Inc.
Asset Management for Professionals, Inc. Investment ManagersFinance Asset Management for Professionals, Inc., do-business-as AMP Wealth Management (AMP), is an independent, SEC-registered investment advisor headquartered in Whitefish Bay, Wisconsin. The firm was founded in 1994 by Dr. Jerome Mahalick to provide fellow medical and dental professionals with an academically based investment alternative. AMP provides investment management services primarily to high net-worth individuals, corporations, personal trusts, and qualified retirement plans through model portfolios and collective investment funds offered by financial advisors, broker dealers, registered investment advisory firms, trust companies and platforms. | Finance |
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