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Patrick James Mason
Directeur en chef des Investissements chez Cairn Investment Group, Inc.
Relations actives
Nom | Sexe | Age | Sociétés liées | Collaboration |
---|---|---|---|---|
Tim Mosier | M | - |
Cairn Investment Group, Inc.
![]() Cairn Investment Group, Inc. Investment ManagersFinance Cairn Investment Group, Inc. (Cairn) is an independent, SEC-registered investment advisor headquartered in Vancouver, Washington. The firm was founded by James “Jim” Parr and Timothy “Tim” Mosier in 2007. Cairn provides discretionary investment management and financial planning services for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | 17 ans |
Graphique Relationnel
Relation dans plusieurs entreprises
Anciennes relations
Nom | Sexe | Age | Sociétés liées | Collaboration |
---|---|---|---|---|
Jim Parr | M | - |
Cairn Investment Group, Inc.
![]() Cairn Investment Group, Inc. Investment ManagersFinance Cairn Investment Group, Inc. (Cairn) is an independent, SEC-registered investment advisor headquartered in Vancouver, Washington. The firm was founded by James “Jim” Parr and Timothy “Tim” Mosier in 2007. Cairn provides discretionary investment management and financial planning services for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | 13 ans |
Dan Koerner | M | - |
NewFocus Financial Group LLC
![]() NewFocus Financial Group LLC Investment ManagersFinance NewFocus Financial Group LLC (NewFocus) is a SEC-registered independent investment adviser headquartered in Vancouver, Washington. The firm was founded by Chad Burton in 2004 and they are a subsidiary of EP Wealth Advisors LLC, which is owned by EPWA, Inc. NewFocus provides comprehensive financial planning and investment management services to individuals, families, business owners, and professionals as well as trusts, retirement and pension plans. | 8 ans |
Statistiques
Pays | Relations | % du total |
---|---|---|
Etats-Unis | 3 | 100,00% |
Age des relations
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Passées
Homme
Femme
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Provenance des relations
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- Insiders
- Patrick James Mason
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