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Brian J. Regan
Portfolio Manager-Aktien bei Wealth Enhancement Advisory Services LLC
Aktive Positionen von Brian J. Regan
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Wealth Enhancement Advisory Services LLC
![]() Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Portfolio Manager-Aktien | 01.01.2024 | - |
Karriereverlauf von Brian J. Regan
Ehemalige bekannte Positionen von Brian J. Regan
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Asset Management Resources LLC
![]() Asset Management Resources LLC Investment ManagersFinance Asset Management Resources LLC (AMR) is a SEC-registered investment advisor headquartered in Hyannis, Massachusetts. The firm was founded by J. Christopher Boyd in 2008 and was acquired by Wealth Enhancement Group LLC in 2023. AMR provides advisory services to individuals, high net worth individuals, trusts, estates, retirement plans, and charitable organizations. | Analyst-Equity | 01.02.2018 | 01.01.2024 |
Chief Investment Officer | 01.06.2020 | 01.01.2024 | |
Portfolio Manager-Aktien | 01.09.2018 | 01.01.2024 | |
Winter Harbor LLC
![]() Winter Harbor LLC Recreational ProductsConsumer Durables Winter Harbor LLC is a provider of restructuring and turnaround services for middle market companies. The private company is based in Central Square, NY. The company offers tailored revitalization plans to help clients achieve their short- and long-term goals. Winter Harbor was founded by Stuart W. Noyes. | Corporate Officer/Principal | 01.11.2015 | 01.08.2017 |
Ausbildung von Brian J. Regan
Questrom School of Business | Undergraduate Degree |
Boston College | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 6 |
Operativ
Portfolio Manager-Equities | 2 |
Analyst-Equity | 1 |
Chief Investment Officer | 1 |
Sektoral
Finance | 3 |
Consumer Services | 3 |
Consumer Durables | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 3 |
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Asset Management Resources LLC
![]() Asset Management Resources LLC Investment ManagersFinance Asset Management Resources LLC (AMR) is a SEC-registered investment advisor headquartered in Hyannis, Massachusetts. The firm was founded by J. Christopher Boyd in 2008 and was acquired by Wealth Enhancement Group LLC in 2023. AMR provides advisory services to individuals, high net worth individuals, trusts, estates, retirement plans, and charitable organizations. | Finance |
Winter Harbor LLC
![]() Winter Harbor LLC Recreational ProductsConsumer Durables Winter Harbor LLC is a provider of restructuring and turnaround services for middle market companies. The private company is based in Central Square, NY. The company offers tailored revitalization plans to help clients achieve their short- and long-term goals. Winter Harbor was founded by Stuart W. Noyes. | Consumer Durables |
Wealth Enhancement Advisory Services LLC
![]() Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Finance |
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