John Michael Baxman
Gestionnaire de Portefeuille-Actions chez Litman Gregory Wealth Management LLC
Postes actifs de John Michael Baxman
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
Litman Gregory Wealth Management LLC
 Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Gestionnaire de Portefeuille-Actions | 01/01/2009 | - |
Historique de carrière de John Michael Baxman
Anciens postes connus de John Michael Baxman
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
| Fidelity Investment Trust | Corporate Officer/Principal | - | - |
Formation de John Michael Baxman
| Sonoma State University | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 4 |
Opérationnelle
| Undergraduate Degree | 1 |
| Corporate Officer/Principal | 1 |
| Portfolio Manager-Equities | 1 |
Sectorielle
| Consumer Services | 2 |
| Miscellaneous | 2 |
| Finance | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
| Fidelity Investment Trust | Miscellaneous |
Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Finance |
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