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Mike Passalinqua
Gestionnaire de Portefeuille-Actions chez CapFinancial Partners LLC
Postes actifs de Mike Passalinqua
Sociétés | Poste | Début | Fin |
---|---|---|---|
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 | - |
Historique de carrière de Mike Passalinqua
Anciens postes connus de Mike Passalinqua
Sociétés | Poste | Début | 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 | 01/09/1992 | 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 | 01/09/2003 | - |
Gestionnaire de Portefeuille-Actions | 01/09/2003 | - |
Formation de Mike Passalinqua
Grove City College | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 5 |
Opérationnelle
Portfolio Manager-Equities | 2 |
Investment Committee Member | 1 |
Undergraduate Degree | 1 |
Sectorielle
Finance | 4 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
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 |
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