![John Heinlein](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
John Heinlein
Gestionnaire de Portefeuille-Actions chez
Focus Partners Wealth LLC
Profil
Mr. John G.
Heinlein is a Lead Portfolio Manager at Focus Partners Wealth LLC.
Mr. Heinlein was previously employed as a Managing Director & Chief Investment Officer by Hunt Valley Wealth and a Principal by American Express Financial Advisors, Inc.
He received his undergraduate degree from the University of Baltimore.
Postes actifs de John Heinlein
| Sociétés | Poste | Début |
|---|---|---|
Focus Partners Wealth LLC
 Focus Partners Wealth LLC Investment ManagersFinance Focus Partners tailors an investment portfolio to maximize the probability of achieving their client’s goals and objectives. The firm often incorporates both active and passive strategies into their client portfolios. Their investment decisions are guided by a long-term fundamental outlook. Focus Partners endeavors to enhance portfolios by seeking out uncorrelated and nontraditional investment opportunities that they believe have the potential to generate strong absolute returns over a full market cycle. | Gestionnaire de Portefeuille-Actions | 01/06/2024 |
Anciens postes connus de John Heinlein
| Sociétés | Poste | Fin |
|---|---|---|
Hunt Valley Wealth
 Hunt Valley Wealth Investment ManagersFinance HVW builds wealth for clients using a patient, time-tested, long-term value investment approach. The firm custom tailors each portfolio based on individual client’s goals, needs and tolerance for risk. | Directeur Général | 01/01/2022 |
American Express Financial Advisors, Inc. | Corporate Officer/Principal | 31/12/1994 |
Formation de John Heinlein
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
53
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Focus Partners Wealth LLC
Focus Partners Wealth LLC Investment ManagersFinance Focus Partners tailors an investment portfolio to maximize the probability of achieving their client’s goals and objectives. The firm often incorporates both active and passive strategies into their client portfolios. Their investment decisions are guided by a long-term fundamental outlook. Focus Partners endeavors to enhance portfolios by seeking out uncorrelated and nontraditional investment opportunities that they believe have the potential to generate strong absolute returns over a full market cycle. | Finance |
Hunt Valley Wealth
Hunt Valley Wealth Investment ManagersFinance HVW builds wealth for clients using a patient, time-tested, long-term value investment approach. The firm custom tailors each portfolio based on individual client’s goals, needs and tolerance for risk. | Finance |
University of Baltimore
 University of Baltimore Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
American Express Financial Advisors, Inc. |
