Mike Passalinqua
Gestionnaire de Portefeuille-Actions chez CapFinancial Partners LLC
Profil
Mr. Michael J.
Passalinqua is a Vice President & Financial Advisor at CapFinancial Partners LLC.
He has over 25 years of financial advisory experience, he has focused his career on helping clients achieve their financial goals.
He guides clients through retirement, estate, income tax, and investment planning.
He also assists municipalities and educational institutions with the efficient and effective management of their retirement plans, endowments, and other investment accounts.
Mr. Passalinqua was previously employed as an Executive Vice President by Private Wealth Advisors, Inc. and a Financial Planning by Hefren-Tillotson, Inc.
He is a graduate of Grove City College, where he received a Bachelor of Arts degree in financial planning and business administration.
Postes actifs de Mike Passalinqua
| Sociétés | Poste | Début |
|---|---|---|
CapFinancial Partners LLC
 CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families. | Gestionnaire de Portefeuille-Actions | 01/01/2021 |
Anciens postes connus de Mike Passalinqua
| Sociétés | Poste | Fin |
|---|---|---|
Hefren-Tillotson, Inc.
 Hefren-Tillotson, Inc. Investment ManagersFinance Hefren-Tillotson, Inc. (HT) is a registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded by Willard J. “Bill” Tillotson in 1948. In 2022 they were acquired by Robert W. Baird & Co., Inc., which is ultimately held by Baird Financial Group, Inc. HT provides a full-range of investment management services for Pension Funds, Non-Profit Organizations, Endowments, Foundations and Individuals. | Corporate Officer/Principal | 01/12/1999 |
Private Wealth Advisors, Inc.
 Private Wealth Advisors, Inc. Investment ManagersFinance Founded in 2002, Private Wealth Advisors, Inc. is a registered investment advisor headquartered in Pittsburgh, Pennsylvania. | Membre du Comité d'Investissement | - |
Formation de Mike Passalinqua
| Grove City College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Private Wealth Advisors, Inc.
Private Wealth Advisors, Inc. Investment ManagersFinance Founded in 2002, Private Wealth Advisors, Inc. is a registered investment advisor headquartered in Pittsburgh, Pennsylvania. | Finance |
Hefren-Tillotson, Inc.
Hefren-Tillotson, Inc. Investment ManagersFinance Hefren-Tillotson, Inc. (HT) is a registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded by Willard J. “Bill” Tillotson in 1948. In 2022 they were acquired by Robert W. Baird & Co., Inc., which is ultimately held by Baird Financial Group, Inc. HT provides a full-range of investment management services for Pension Funds, Non-Profit Organizations, Endowments, Foundations and Individuals. | Finance |
CapFinancial Partners LLC
CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families. | Finance |
