Jeff Perry
Directeur Général chez PFG Private Wealth Management LLC
Profil
Mr. Jeffrey D.
Perry is a President & Chief Executive Officer at PFG Private Wealth Management LLC.
He is also responsible for the development and implementation of the firm’s investment strategy and building and managing client portfolios.
Prior to joining PFG Private Wealth Management, he spent four years at NationsBank as an associate and one year with Hinrichs Financial Group in Charlotte, NC.
He received his undergraduate degree from Wake Forest University.
Mr. Perry's professional designations include Certified Investment Management Analyst (CIMA), Accredited Investment Fiduciary (AIF), Certified Fund Specialist (CFS) and Board Certified in Securities (BCS).
Postes actifs de Jeff Perry
| Sociétés | Poste | Début |
|---|---|---|
PFG Private Wealth Management LLC
 PFG Private Wealth Management LLC Investment ManagersFinance PFG Private Wealth Management LLC (PFGPWM) is an independent registered investment advisor and wealth management firm headquartered in Lutz, Florida. PFGPWM provides its wrap fee program services to individuals, corporations or business entities, and pension plans. | Directeur Général | 01/12/2015 |
Anciens postes connus de Jeff Perry
| Sociétés | Poste | Fin |
|---|---|---|
| Banc of America Capital Management LLC | Corporate Officer/Principal | 01/07/1999 |
Formation de Jeff Perry
| Wake Forest University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
| Banc of America Capital Management LLC | Finance |
PFG Private Wealth Management LLC
PFG Private Wealth Management LLC Investment ManagersFinance PFG Private Wealth Management LLC (PFGPWM) is an independent registered investment advisor and wealth management firm headquartered in Lutz, Florida. PFGPWM provides its wrap fee program services to individuals, corporations or business entities, and pension plans. | Finance |
