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Jim Cahn
Directeur en chef des Investissements chez Wealth Enhancement Advisory Services LLC
Postes actifs de Jim Cahn
Sociétés | Poste | Début | Fin |
---|---|---|---|
Wealth Enhancement Advisory Services LLC
![]() Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Directeur en chef des Investissements | 01/05/2012 | - |
Gestionnaire de Portefeuille-Actions | 01/05/2012 | - | |
NorthCrest Asset Management LLC
![]() NorthCrest Asset Management LLC Investment ManagersFinance NorthCrest Asset Management LLC (NorthCrest) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2021 and is a wholly owned subsidiary of Wealth Enhancement Group LLC (WEG). NorthCrest primarily acts as sub-adviser to Wealth Enhancement Advisory Services LLC (WEAS), a registered investment adviser separates from but affiliated with NorthCrest through common ownership under WEG, to provide investment strategies for the benefit of its clients. | Directeur en chef des Investissements | 01/04/2021 | - |
Historique de carrière de Jim Cahn
Anciens postes connus de Jim Cahn
Sociétés | Poste | Début | Fin |
---|---|---|---|
Wanger Investment Management, Inc.
![]() Wanger Investment Management, Inc. Investment ManagersFinance Founded by Eric D. Wanger in 2002, Wanger Investment Management, Inc. is a registered investment advisor located in Chicago. The firm manages the Wanger Long Term Opportunity Fund II LP and the Wanger Income and Growth Fund LP. | Analyst-Equity | 15/07/2009 | 27/07/2010 |
Corporate Officer/Principal | 27/07/2010 | - |
Formation de Jim Cahn
Northwestern University | Undergraduate Degree |
The University of Chicago Booth School of Business | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 6 |
Opérationnelle
Chief Investment Officer | 2 |
Analyst-Equity | 1 |
Corporate Officer/Principal | 1 |
Sectorielle
Finance | 4 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 3 |
---|---|
Wanger Investment Management, Inc.
![]() Wanger Investment Management, Inc. Investment ManagersFinance Founded by Eric D. Wanger in 2002, Wanger Investment Management, Inc. is a registered investment advisor located in Chicago. The firm manages the Wanger Long Term Opportunity Fund II LP and the Wanger Income and Growth Fund LP. | Finance |
Wealth Enhancement Advisory Services LLC
![]() Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Finance |
NorthCrest Asset Management LLC
![]() NorthCrest Asset Management LLC Investment ManagersFinance NorthCrest Asset Management LLC (NorthCrest) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2021 and is a wholly owned subsidiary of Wealth Enhancement Group LLC (WEG). NorthCrest primarily acts as sub-adviser to Wealth Enhancement Advisory Services LLC (WEAS), a registered investment adviser separates from but affiliated with NorthCrest through common ownership under WEG, to provide investment strategies for the benefit of its clients. | Finance |