Scott Frazin
Gestionnaire de Portefeuille-Actions chez Corient Private Wealth LLC
Profil
Mr. Scott J.
Frazin, CFA MBA, is a Wealth Advisor at Corient Private Wealth LLC.
Previously, Mr. Frazin was a Principal and Partner of legacy firm Gofen & Glossberg, where he served since 2011.
He received a BA from Columbia University and an MBA from the University of Chicago Booth School of Business.
He holds the Chartered Financial Analyst designation.
Postes actifs de Scott Frazin
| Sociétés | Poste | Début |
|---|---|---|
Corient Private Wealth LLC
 Corient Private Wealth LLC Investment ManagersFinance Part of CI Financial Corp., Corient Private Wealth LLC is a company that provides investment advice. The company is based in Miami, FL. | Gestionnaire de Portefeuille-Actions | 01/12/2022 |
Anciens postes connus de Scott Frazin
| Sociétés | Poste | Fin |
|---|---|---|
Gofen & Glossberg LLC
 Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Gestionnaire de Portefeuille-Actions | 01/12/2022 |
Formation de Scott Frazin
| The Trustees of Columbia University in The City of New York | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Gofen & Glossberg LLC
Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Finance |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Part of CI Financial Corp., Corient Private Wealth LLC is a company that provides investment advice. The company is based in Miami, FL. | Finance |