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Mitch Goldfeld
Membre du Comité d'Investissement chez RPg Family Wealth Advisory LLC
Postes actifs de Mitch Goldfeld
Sociétés | Poste | Début | Fin |
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RPg Family Wealth Advisory LLC
![]() RPg Family Wealth Advisory LLC Investment ManagersFinance RPg Family Wealth Advisory LLC (FWA) is a registered investment advisor and multi-family office headquartered in Burlington, Massachusetts. Itwas founded by David M. Gatti and Jason A. McGinty in 2011. The firm is a wholly-owned subsidiary of Risk Paradigm Group Holdings LLC. FWA provides customized wealth advisory services to individuals, high net worth individuals, trusts, estates, charities, businesses and retirement plans. | Membre du Comité d'Investissement | 01/06/2015 | - |
Gestionnaire de Portefeuille-Actions | 01/06/2015 | - |
Historique de carrière de Mitch Goldfeld
Anciens postes connus de Mitch Goldfeld
Sociétés | Poste | Début | Fin |
---|---|---|---|
Detwiler Fenton Investment Management LLC
![]() Detwiler Fenton Investment Management LLC Investment ManagersFinance Detwiler Fenton Investment Management LLC provides tactical advisory and portfolio management services. Its advisory management practice is a holistic application of its institutional research and knowledge-based investing heritage. The firm’s managers oversee a number of core investment models and strategies, some more suited to specific periods in the business and market cycles and more opportunistic strategies are continuously being constructed, allowing customers to gain managed exposure to relevant market opportunity for defined periods of time. The company is headquartered in Boston, MA. | Gestionnaire de Portefeuille-Actions | 01/07/2010 | 01/06/2015 |
UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | - | - |
Formation de Mitch Goldfeld
State University of New York at Binghamton | Undergraduate Degree |
University of Pennsylvania | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 6 |
Opérationnelle
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 1 |
Undergraduate Degree | 1 |
Sectorielle
Finance | 4 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 3 |
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Detwiler Fenton Investment Management LLC
![]() Detwiler Fenton Investment Management LLC Investment ManagersFinance Detwiler Fenton Investment Management LLC provides tactical advisory and portfolio management services. Its advisory management practice is a holistic application of its institutional research and knowledge-based investing heritage. The firm’s managers oversee a number of core investment models and strategies, some more suited to specific periods in the business and market cycles and more opportunistic strategies are continuously being constructed, allowing customers to gain managed exposure to relevant market opportunity for defined periods of time. The company is headquartered in Boston, MA. | Finance |
UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
RPg Family Wealth Advisory LLC
![]() RPg Family Wealth Advisory LLC Investment ManagersFinance RPg Family Wealth Advisory LLC (FWA) is a registered investment advisor and multi-family office headquartered in Burlington, Massachusetts. Itwas founded by David M. Gatti and Jason A. McGinty in 2011. The firm is a wholly-owned subsidiary of Risk Paradigm Group Holdings LLC. FWA provides customized wealth advisory services to individuals, high net worth individuals, trusts, estates, charities, businesses and retirement plans. | Finance |
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