Josh Trubow
Gestionnaire de Portefeuille-Actions chez Sensible Financial Planning & Management LLC
Profil
Mr. Josh Trubow is a Senior Financial Advisor at Sensible Financial Planning & Management LLC.
Prior to joining Sensible Financial he worked as an associate at a tax accounting company helping individuals and small businesses prepare and file their taxes.
He earned both a B.A.
in Finance and an M.S.
in Financial Planning from Bentley University.
Postes actifs de Josh Trubow
| Sociétés | Poste | Début |
|---|---|---|
Sensible Financial Planning & Management LLC
 Sensible Financial Planning & Management LLC Investment ManagersFinance Sensible Financial Planning & Management LLC (Sensible Financial) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by Frederick "Rick" Miller in 2002. Sensible Financial provides both investment supervisory services and fee-only financial planning services for individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Gestionnaire de Portefeuille-Actions | 01/11/2011 |
Formation de Josh Trubow
| Bentley University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Sensible Financial Planning & Management LLC
Sensible Financial Planning & Management LLC Investment ManagersFinance Sensible Financial Planning & Management LLC (Sensible Financial) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by Frederick "Rick" Miller in 2002. Sensible Financial provides both investment supervisory services and fee-only financial planning services for individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Finance |