Michael Gary Ball
Gestionnaire de Portefeuille-Actions chez Transform Wealth LLC
Postes actifs de Michael Gary Ball
Sociétés | Poste | Début | Fin |
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Transform Wealth LLC
Transform Wealth LLC Investment ManagersFinance Transform Wealth LLC is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded in 1975 to assume the investment advisory business of Carnick & Co., Inc., which was purchased by David Kubik and Nathan Kubik in 2011. In 2016, Carnick & Kubik became a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners Inc. (NASDAQ: FOCS). At the time they were acquired by Focus Operating, Carnick & Kubik changed their name to Carnick & Kubik Group LLC and subsequently became Transform Wealth LLC in 2020. The firm provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Gestionnaire de Portefeuille-Actions | - | - |
Historique de carrière de Michael Gary Ball
Anciens postes connus de Michael Gary Ball
Sociétés | Poste | Début | Fin |
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Weatherstone Capital Management, Inc.
Weatherstone Capital Management, Inc. Investment ManagersFinance Weatherstone Capital Management, Inc. (Weatherstone) is an independent investment advisory firm headquartered in Denver, Colorado. The firm was founded in 2001 by Michael Ball. Weatherstone provides investment advice to individual and institutional clients. | Directeur Général | 01/01/1991 | 01/04/2019 |
Gestionnaire de Portefeuille-Actions | 01/01/1991 | 01/04/2019 |
Formation de Michael Gary Ball
Utah State University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 4 |
Opérationnelle
Portfolio Manager-Equities | 2 |
Chief Executive Officer | 1 |
Undergraduate Degree | 1 |
Sectorielle
Finance | 3 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 2 |
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Weatherstone Capital Management, Inc.
Weatherstone Capital Management, Inc. Investment ManagersFinance Weatherstone Capital Management, Inc. (Weatherstone) is an independent investment advisory firm headquartered in Denver, Colorado. The firm was founded in 2001 by Michael Ball. Weatherstone provides investment advice to individual and institutional clients. | Finance |
Transform Wealth LLC
Transform Wealth LLC Investment ManagersFinance Transform Wealth LLC is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded in 1975 to assume the investment advisory business of Carnick & Co., Inc., which was purchased by David Kubik and Nathan Kubik in 2011. In 2016, Carnick & Kubik became a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners Inc. (NASDAQ: FOCS). At the time they were acquired by Focus Operating, Carnick & Kubik changed their name to Carnick & Kubik Group LLC and subsequently became Transform Wealth LLC in 2020. The firm provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
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