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Postes actifs de Tanya Bartolini
Sociétés | Poste | Début | Fin |
---|---|---|---|
Family Asset Management, LLC
![]() Family Asset Management, LLC Investment ManagersFinance Family Asset Management LLC (FAM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charleston, South Carolina. The firm was founded in 2004 and provides holistic investment solutions to high-net-worth families, individuals, corporations, and foundations. | Fondateur | 01/01/2004 | - |
Jacobi, Inc.
![]() Jacobi, Inc. Internet Software/ServicesTechnology Services Jacobi, Inc. provides technology for multi-asset portfolio design and analytics. Its products include workspaces, portfolio design, cashflow analysis, story boards and software development kit. The company was founded by Tanya Bartolini, Anthony James Mackenzie and Greg Knox in 2014 and is headquartered in San Francisco, CA. | Fondateur | - | - |
Corporate Officer/Principal | - | - |
Historique de carrière de Tanya Bartolini
Statistiques
Internationale
Etats-Unis | 3 |
Opérationnelle
Founder | 2 |
Corporate Officer/Principal | 1 |
Sectorielle
Finance | 2 |
Technology Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 2 |
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Family Asset Management, LLC
![]() Family Asset Management, LLC Investment ManagersFinance Family Asset Management LLC (FAM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charleston, South Carolina. The firm was founded in 2004 and provides holistic investment solutions to high-net-worth families, individuals, corporations, and foundations. | Finance |
Jacobi, Inc.
![]() Jacobi, Inc. Internet Software/ServicesTechnology Services Jacobi, Inc. provides technology for multi-asset portfolio design and analytics. Its products include workspaces, portfolio design, cashflow analysis, story boards and software development kit. The company was founded by Tanya Bartolini, Anthony James Mackenzie and Greg Knox in 2014 and is headquartered in San Francisco, CA. | Technology Services |
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