Jarrett Franklin Solomon
Membre du Comité d'Investissement chez Connecticut Wealth Management LLC
Postes actifs de Jarrett Franklin Solomon
Sociétés | Poste | Début | Fin |
---|---|---|---|
Connecticut Wealth Management LLC
Connecticut Wealth Management LLC Investment ManagersFinance Connecticut Wealth Management LLC (CTWM) is an independent, SEC-registered investment advisor headquartered in Farmington, Connecticut. The firm was founded by Kevin Leahy and Denis Horrigan in 2010. CTWM offers financial planning and investment advisory services to individuals, trusts, estates, non-profit organizations, business owners, businesses and executives in Connecticut and other states. | Membre du Comité d'Investissement | 01/01/2011 | - |
Stratège de marché | 01/01/2011 | - |
Historique de carrière de Jarrett Franklin Solomon
Anciens postes connus de Jarrett Franklin Solomon
Sociétés | Poste | Début | Fin |
---|---|---|---|
Convergent Wealth Advisors LLC
Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Corporate Officer/Principal | 17/09/2010 | - |
Formation de Jarrett Franklin Solomon
Amherst College | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 4 |
Opérationnelle
Corporate Officer/Principal | 1 |
Investment Committee Member | 1 |
Market Strategist | 1 |
Sectorielle
Finance | 3 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 2 |
---|---|
Convergent Wealth Advisors LLC
Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Finance |
Connecticut Wealth Management LLC
Connecticut Wealth Management LLC Investment ManagersFinance Connecticut Wealth Management LLC (CTWM) is an independent, SEC-registered investment advisor headquartered in Farmington, Connecticut. The firm was founded by Kevin Leahy and Denis Horrigan in 2010. CTWM offers financial planning and investment advisory services to individuals, trusts, estates, non-profit organizations, business owners, businesses and executives in Connecticut and other states. | Finance |
- Bourse
- Insiders
- Jarrett Franklin Solomon
- Expérience