Marc Jeffrey Hertzberg
Directeur Général chez WBH Advisory, Inc.
Postes actifs de Marc Jeffrey Hertzberg
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
WBH Advisory, Inc.
 WBH Advisory, Inc. Investment ManagersFinance WBH Advisory, Inc. is an independent registered investment advisory firm headquartered in Baltimore, Maryland. The firm was founded in 1986 as Wagner Bowman Management Corp. and changed its name in 2017 when ownership was transferred from founder Daniel E. Wagner to long-time investment professional and chief compliance officer Marc J. Hertzberg. WBH Advisory provides investment advice to individuals, trusts, retirement plans, non-profit and charitable organizations, corporations, partnerships, and LLCs. | Directeur Général | 01/01/1999 | - |
| Compliance Officer | 01/01/1999 | - | |
| President | 01/01/1999 | - |
Historique de carrière de Marc Jeffrey Hertzberg
Anciens postes connus de Marc Jeffrey Hertzberg
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
Wagner Capital Management Corp.
 Wagner Capital Management Corp. Investment ManagersFinance Wagner Capital Management Corp. is a registered investment advisor that specializes in investment, tax, retirement and estate planning. The firm is located in Baltimore. | Gestionnaire de Portefeuille-Actions | - | 31/12/2008 |
| Portfolio Manager-Fixed Income | - | 31/12/2008 |
Formation de Marc Jeffrey Hertzberg
| Lehigh University | Undergraduate Degree |
| University of Maryland | Graduate Degree |
Statistiques
Internationale
| Etats-Unis | 5 |
Opérationnelle
| Chief Executive Officer | 1 |
| Compliance Officer | 1 |
| President | 1 |
Sectorielle
| Finance | 3 |
| Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Wagner Capital Management Corp.
Wagner Capital Management Corp. Investment ManagersFinance Wagner Capital Management Corp. is a registered investment advisor that specializes in investment, tax, retirement and estate planning. The firm is located in Baltimore. | Finance |
WBH Advisory, Inc.
WBH Advisory, Inc. Investment ManagersFinance WBH Advisory, Inc. is an independent registered investment advisory firm headquartered in Baltimore, Maryland. The firm was founded in 1986 as Wagner Bowman Management Corp. and changed its name in 2017 when ownership was transferred from founder Daniel E. Wagner to long-time investment professional and chief compliance officer Marc J. Hertzberg. WBH Advisory provides investment advice to individuals, trusts, retirement plans, non-profit and charitable organizations, corporations, partnerships, and LLCs. | Finance |
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