Profil
Samuel Quincy Bass is the founder of Beacon Wealthcare, Inc. which was founded in 1998.
He held the title of President & Wealth Advisor from 1998 to 2021.
Mr. Bass also worked as a Principal at Carolina Securities, Inc. and Wheat First Securities, Inc. He earned an MBA degree from Wake Forest University in 1981 and an undergraduate degree from Hampden-Sydney College in 1975.
Anciens postes connus de Sam Bass
| Sociétés | Poste | Fin |
|---|---|---|
Beacon Wealthcare, Inc.
 Beacon Wealthcare, Inc. Investment ManagersFinance Beacon Investment Management, Inc. is an independent, SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded by Samuel Bass, Jr. in 1998 and they provides portfolio management services to individuals, high net-worth individuals, trusts, estates, pension and profit-sharing and defined-contribution retirement plans, business entities, charitable institutions, endowments and foundations. | Directeur Général | - |
| Wheat First Securities, Inc. | Corporate Officer/Principal | 31/12/1997 |
Carolina Securities, Inc.
 Carolina Securities, Inc. Investment Banks/BrokersFinance Part of Calvert Holdings, Inc., Carolina Securities, Inc. is a company based in Cary, NC. | Corporate Officer/Principal | - |
Formation de Sam Bass
| Wake Forest University | Masters Business Admin |
| Hampden-Sydney College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Beacon Wealthcare, Inc.
Beacon Wealthcare, Inc. Investment ManagersFinance Beacon Investment Management, Inc. is an independent, SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded by Samuel Bass, Jr. in 1998 and they provides portfolio management services to individuals, high net-worth individuals, trusts, estates, pension and profit-sharing and defined-contribution retirement plans, business entities, charitable institutions, endowments and foundations. | Finance |
Carolina Securities, Inc.
Carolina Securities, Inc. Investment Banks/BrokersFinance Part of Calvert Holdings, Inc., Carolina Securities, Inc. is a company based in Cary, NC. | Finance |
| Wheat First Securities, Inc. | Finance |
