Profil
Mr. Michael Yongue, CFA, is a Chief Compliance Officer at Private Wealth Partners LLC.
He has worked in the wealth management industry for 15 years on both the planning and advisory sides.
Prior to joining PWP, Mr. Yongue headed the Wealth Management & Trust department for a regional bank in Marin County.
He earned his undergraduate degree from San Diego State University and his Juris Doctorate from California Western School of Law in San Diego.
He is a CFA Charterholder.
Postes actifs de Michael Yongue
| Sociétés | Poste | Début |
|---|---|---|
Private Wealth Partners LLC
 Private Wealth Partners LLC Investment ManagersFinance Private Wealth Partners LLC (PWP) is an employee-owned, SEC-registered investment advisor and wealth management firm headquartered in Mill Valley, California. The firm was founded by Ken Siebelin 2005. PWP provides investment management services to individuals, families, and charitable organizations. | Compliance Officer | 01/06/2022 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Private Wealth Partners LLC
Private Wealth Partners LLC Investment ManagersFinance Private Wealth Partners LLC (PWP) is an employee-owned, SEC-registered investment advisor and wealth management firm headquartered in Mill Valley, California. The firm was founded by Ken Siebelin 2005. PWP provides investment management services to individuals, families, and charitable organizations. | Finance |
