John Christopher Rasic
Analyst-Equity chez Signature Estate & Investment Advisors LLC
Profil
Mr. John C.
Rasic, CFA, is an Associate Advisor at Signature Estate & Investment Advisors LLC.
In 2015, he joined as a Research Analyst in the Century City office.
After 4 years of being a vital member of SEIA’s research department, he teamed up with Senior Partner in the Pasadena office.
His research background helps him place a special emphasis on customized portfolio management in conjunction with retirement and estate planning.
He received his Bachelor of Arts degree in Business Administration and Management and a Minor in Chinese Studies from Drew University, where he played collegiate baseball.
He earned his Chartered Financial Analyst (CFA) designation in 2021 and has also been a Chartered Mutual Fund Counselor (CMFC) since in 2017.
Postes actifs de John Christopher Rasic
| Sociétés | Poste | Début |
|---|---|---|
Signature Estate & Investment Advisors LLC
 Signature Estate & Investment Advisors LLC Investment ManagersFinance Signature Estate & Investment Advisors LLC (SEIA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brian D. Holmes in 1997. They are wholly owned by Signature Financial Service Group LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V LP. SEIA provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other businesses. | Analyst-Equity | 01/01/2015 |
Formation de John Christopher Rasic
| Drew University | Undergraduate Degree |
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Signature Estate & Investment Advisors LLC
Signature Estate & Investment Advisors LLC Investment ManagersFinance Signature Estate & Investment Advisors LLC (SEIA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brian D. Holmes in 1997. They are wholly owned by Signature Financial Service Group LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V LP. SEIA provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other businesses. | Finance |