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Tom West
Directeur/Membre du Conseil chez Goodwin Living, Inc.
Profil
Mr. Thomas C.
West is a Partner at Signature Estate & Investment Advisors LLC.
He is on the Board of Directors at Goodwin House, Inc. He also has a robust financial planning and investment management practice that emphasizes cash flow in all stages of retirement with an emphasis on planning and asset management for families facing the challenge of health-related dependency due to disability, illness, or death.
He regularly educates financial professionals, attorneys, tax professionals and geriatric care managers on the most appropriate financial planning techniques for families facing long term care decisions.
He received his undergraduate degree from the University of Virginia, a graduate degree from the University of Pittsburgh and an MBA from the University of Pittsburgh.
Postes actifs de Tom West
Sociétés | Poste | Début |
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Signature Estate & Investment Advisors LLC
![]() Signature Estate & Investment Advisors LLC Investment ManagersFinance Signature Estate & Investment Advisors LLC (SEIA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brian D. Holmes in 1997. They are wholly owned by Signature Financial Service Group LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V LP. SEIA provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other businesses. | Gestionnaire de Portefeuille-Actions | - |
Goodwin Living, Inc.
![]() Goodwin Living, Inc. Hospital/Nursing ManagementHealth Services Goodwin Living, Inc. provides community services. It also provides a continuum of care to maximize quality of life through every stage of aging. The company was founded in 1967 and is headquartered in Alexandria, VA. | Directeur/Membre du Conseil | - |
Formation de Tom West
University of Virginia | Undergraduate Degree |
University of Pittsburgh | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 2 |
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Signature Estate & Investment Advisors LLC
![]() Signature Estate & Investment Advisors LLC Investment ManagersFinance Signature Estate & Investment Advisors LLC (SEIA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brian D. Holmes in 1997. They are wholly owned by Signature Financial Service Group LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V LP. SEIA provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other businesses. | Finance |
Goodwin Living, Inc.
![]() Goodwin Living, Inc. Hospital/Nursing ManagementHealth Services Goodwin Living, Inc. provides community services. It also provides a continuum of care to maximize quality of life through every stage of aging. The company was founded in 1967 and is headquartered in Alexandria, VA. | Health Services |