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Brandon K. Adams
Portfolio Manager-Aktien bei RKL Wealth Management LLC
Aktive Positionen von Brandon K. Adams
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
RKL Wealth Management LLC
![]() RKL Wealth Management LLC Investment ManagersFinance RKL Wealth Management LLC (RKL Wealth) is a SEC-registered investment advisor headquartered in Lancaster, Pennsylvania. The firm was founded in 1999 as Kuntz Lesher Capital LLC and was combined with Sterling Financial Advisors under the RKL Wealth Management brand in 2016. They are a subsidiary of Reinsel Kuntz Lesher LLP. RKL Wealth manages investments for individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, small businesses and retirement plans. | Portfolio Manager-Aktien | 01.11.2016 | - |
Karriereverlauf von Brandon K. Adams
Ehemalige bekannte Positionen von Brandon K. Adams
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Faithward Advisors LLC
![]() Faithward Advisors LLC Investment ManagersFinance Faithward Advisors LLC is an independent, SEC-registered investment advisor headquartered in Lancaster, Pennsylvania. The firm was founded by Robert “Bob” Kauffman in 1990 and formerly known as Ambassador Advisors LLC. Faithward Advisors offers personalized investment advisory services to primarily non-profit organizations and their donors, however other individuals, pension and profit-sharing plans, trusts, estates, corporations, or business entities may also be clients of the firm. | Analyst-Equity | 01.01.2012 | 18.11.2016 |
Cambridge Associates LLC
![]() Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Corporate Officer/Principal | - | - |
Ausbildung von Brandon K. Adams
The Pennsylvania State University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 5 |
Operativ
Analyst-Equity | 1 |
Undergraduate Degree | 1 |
Corporate Officer/Principal | 1 |
Sektoral
Finance | 4 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 3 |
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Faithward Advisors LLC
![]() Faithward Advisors LLC Investment ManagersFinance Faithward Advisors LLC is an independent, SEC-registered investment advisor headquartered in Lancaster, Pennsylvania. The firm was founded by Robert “Bob” Kauffman in 1990 and formerly known as Ambassador Advisors LLC. Faithward Advisors offers personalized investment advisory services to primarily non-profit organizations and their donors, however other individuals, pension and profit-sharing plans, trusts, estates, corporations, or business entities may also be clients of the firm. | Finance |
Cambridge Associates LLC
![]() Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Finance |
RKL Wealth Management LLC
![]() RKL Wealth Management LLC Investment ManagersFinance RKL Wealth Management LLC (RKL Wealth) is a SEC-registered investment advisor headquartered in Lancaster, Pennsylvania. The firm was founded in 1999 as Kuntz Lesher Capital LLC and was combined with Sterling Financial Advisors under the RKL Wealth Management brand in 2016. They are a subsidiary of Reinsel Kuntz Lesher LLP. RKL Wealth manages investments for individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, small businesses and retirement plans. | Finance |
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