Profil
Mr. James E.
Brennan is a Chief Executive Officer at 1 North Wealth Services LLC.
He received his BS, PS Statistics, Psycohology from the University of Scranton.
Postes actifs de Jim Brennan
| Sociétés | Poste | Début |
|---|---|---|
1 North Wealth Services LLC
1 North Wealth Services LLC Investment ManagersFinance 1NWS employs an active discretionary investment management to optimize client’s portfolio based on the client’s goals, cash need time frames, risk profile, and stage in life. The firm primarily uses no- to low-load mutual funds and ETFs to achieve diversification among asset classes and sectors. For larger accounts, a limited number of securities, including individual stocks and ETFs, may be added. For larger portfolios, individual bonds may supplement bond mutual funds. | Directeur Général | - |
Formation de Jim Brennan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
University of Scranton
University of Scranton Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
1 North Wealth Services LLC
1 North Wealth Services LLC Investment ManagersFinance 1NWS employs an active discretionary investment management to optimize client’s portfolio based on the client’s goals, cash need time frames, risk profile, and stage in life. The firm primarily uses no- to low-load mutual funds and ETFs to achieve diversification among asset classes and sectors. For larger accounts, a limited number of securities, including individual stocks and ETFs, may be added. For larger portfolios, individual bonds may supplement bond mutual funds. | Finance |
















