Ken Frost
Directeur en chef des Investissements chez WFA of San Diego LLC
Profil
Kenneth Grover Frost is currently working as the Executive Vice President & CIO at WFA of San Diego LLC.
Previously, he worked as the Executive Vice President & Chief Investment Officer at Wheeler Frost Associates, Inc. Frost holds an MBA from The Ohio State University, which he received in 1984, and an undergraduate degree from Oregon State University, which he received in 1980.
Postes actifs de Ken Frost
Sociétés | Poste | Début |
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WFA of San Diego LLC
WFA of San Diego LLC Investment ManagersFinance WFA of San Diego LLC (WFA San Diego) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded in 2019 and is owned by Zermatt Holdings LLC. WFA San Diego provides personalized confidential wealth planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. | Directeur en chef des Investissements | - |
Anciens postes connus de Ken Frost
Sociétés | Poste | Fin |
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Wheeler Frost Associates, Inc.
Wheeler Frost Associates, Inc. Investment ManagersFinance Founded by Peter R. Wheeler in 1982, Wheeler/Frost Associates, Inc. is a registered investment advisor located in San Diego, California. The firm provides wealth planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses. | Directeur en chef des Investissements | - |
Formation de Ken Frost
Oregon State University | Undergraduate Degree |
The Ohio State University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
Entreprise privées | 2 |
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Wheeler Frost Associates, Inc.
Wheeler Frost Associates, Inc. Investment ManagersFinance Founded by Peter R. Wheeler in 1982, Wheeler/Frost Associates, Inc. is a registered investment advisor located in San Diego, California. The firm provides wealth planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses. | Finance |
WFA of San Diego LLC
WFA of San Diego LLC Investment ManagersFinance WFA of San Diego LLC (WFA San Diego) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded in 2019 and is owned by Zermatt Holdings LLC. WFA San Diego provides personalized confidential wealth planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. | Finance |