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Karriereverlauf von Brian Andrew Perez
Ehemalige bekannte Positionen von Brian Andrew Perez
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
FutureAdvisor, Inc.
![]() FutureAdvisor, Inc. Investment ManagersFinance FutureAdvisor, Inc. is an investment advisory firm headquartered in San Francisco, California. The firm was founded by Jon Xu and Bo Lu in 2010 as Xulu, Inc. They are a wholly owned subsidiary of BlackRock, Inc. (NYSE: BLK). FutureAdvisor uses algorithms and other technological means for the provision of investment advisory services to individual investors and their related accounts. | Corporate Officer/Principal | 01.05.2014 | 31.10.2014 |
Fisher Asset Management LLC
![]() Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Corporate Officer/Principal | 01.10.1999 | 30.11.2012 |
Gupta Wealth Management LLC
![]() Gupta Wealth Management LLC Investment ManagersFinance Founded by Ajay K. Gupta in 2013, Gupta Wealth Management LLC is a wealth management firm and registered investment advisor located in San Diego, California. The firm is a subsidiary of Creative Planning, Inc. They provide services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, pooled investment vehicles, corporations and other business entities. | Portfolio Manager-Aktien | 01.01.2015 | - |
Ausbildung von Brian Andrew Perez
University of Notre Dame | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 5 |
Operativ
Corporate Officer/Principal | 2 |
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sektoral
Finance | 4 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 3 |
---|---|
Gupta Wealth Management LLC
![]() Gupta Wealth Management LLC Investment ManagersFinance Founded by Ajay K. Gupta in 2013, Gupta Wealth Management LLC is a wealth management firm and registered investment advisor located in San Diego, California. The firm is a subsidiary of Creative Planning, Inc. They provide services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, pooled investment vehicles, corporations and other business entities. | Finance |
FutureAdvisor, Inc.
![]() FutureAdvisor, Inc. Investment ManagersFinance FutureAdvisor, Inc. is an investment advisory firm headquartered in San Francisco, California. The firm was founded by Jon Xu and Bo Lu in 2010 as Xulu, Inc. They are a wholly owned subsidiary of BlackRock, Inc. (NYSE: BLK). FutureAdvisor uses algorithms and other technological means for the provision of investment advisory services to individual investors and their related accounts. | Finance |
Fisher Asset Management LLC
![]() Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Finance |
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