Jason Bear
Directeur Général chez Compass Wealth Management LLC (Connecticut)
Postes actifs de Jason Bear
Sociétés | Poste | Début | Fin |
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Compass Wealth Management LLC (Connecticut)
Compass Wealth Management LLC (Connecticut) Investment ManagersFinance Compass Wealth Management LLC (Compass) is an independent, SEC-registered investment advisor headquartered in Guilford, Connecticut. The firm was founded in 1997 by William Matthes and Carolyn Matthes. Compass provides investment advisory services that include listed and over-the-counter securities, corporate, municipal and government bonds such as agencies, mortgaged backed securities, certificates of deposit and exchange traded/index funds to individuals, pension and profit-sharing plans, or charitable organizations. | Directeur Général | 01/10/2015 | - |
President | 01/10/2015 | - |
Historique de carrière de Jason Bear
Formation de Jason Bear
University of Michigan | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 3 |
Opérationnelle
Chief Executive Officer | 1 |
President | 1 |
Undergraduate Degree | 1 |
Sectorielle
Consumer Services | 2 |
Finance | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 1 |
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Compass Wealth Management LLC (Connecticut)
Compass Wealth Management LLC (Connecticut) Investment ManagersFinance Compass Wealth Management LLC (Compass) is an independent, SEC-registered investment advisor headquartered in Guilford, Connecticut. The firm was founded in 1997 by William Matthes and Carolyn Matthes. Compass provides investment advisory services that include listed and over-the-counter securities, corporate, municipal and government bonds such as agencies, mortgaged backed securities, certificates of deposit and exchange traded/index funds to individuals, pension and profit-sharing plans, or charitable organizations. | Finance |
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