Brian Timothy Sells
Vorstandsvorsitzender bei Peak Financial Advisors LLC
Profil
Mr. Brian T.
Sells, CPA, is a Managing Partner & Chief Investment Officer at Peak Financial Advisors LLC.
He is also a Founder of the firm.
Mr. Sells was previously employed as a Principal by Arthur Andersen LLP, a Senior Advisor by Sterling Asset Management LLC, and a Senior Advisor by Sterling Ltd.
He graduated from the University of Denver in 1989 with a B.S.B.A.
in Accounting.
Aktive Positionen von Brian Timothy Sells
Unternehmen | Position | Beginn |
---|---|---|
Peak Financial Advisors LLC
Peak Financial Advisors LLC Investment ManagersFinance Peak Financial Advisors LLC (PFA) is an independent registered investment advisor headquartered in Denver, Colorado. The firm was founded by Brian T. Sells in 1997. PFA offers asset management, financial planning and tax preparation to individuals, trusts, estates, charitable organizations and small businesses. | Vorstandsvorsitzender | 01.01.1997 |
Ehemalige bekannte Positionen von Brian Timothy Sells
Unternehmen | Position | Ende |
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Sterling Ltd.
Sterling Ltd. Investment ManagersFinance Part of The PNC Financial Services Group, Inc., Sterling Ltd. is a company that provides financial counseling and investment management services. The company is based in Pepper Pike, OH. The company was founded by John Edwin Burns. Sterling was acquired by National City Corp. on November 17, 1997. | Corporate Officer/Principal | - |
Sterling Asset Management LLC
Sterling Asset Management LLC Investment ManagersFinance Founded in 2007, Sterling Asset Management is a registered investment advisor located in King of Prussia, Pennsylvania. The firm was formerly known as Valley Forge Advisors LLC. Sterling Asset Management offers customized investment products and indexing solutions for institutional investors including foundations, endowments, public funds and Taft Hartley retirement plans. | Corporate Officer/Principal | - |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Ausbildung von Brian Timothy Sells
University of Denver | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 4 |
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Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
Sterling Ltd.
Sterling Ltd. Investment ManagersFinance Part of The PNC Financial Services Group, Inc., Sterling Ltd. is a company that provides financial counseling and investment management services. The company is based in Pepper Pike, OH. The company was founded by John Edwin Burns. Sterling was acquired by National City Corp. on November 17, 1997. | Finance |
Peak Financial Advisors LLC
Peak Financial Advisors LLC Investment ManagersFinance Peak Financial Advisors LLC (PFA) is an independent registered investment advisor headquartered in Denver, Colorado. The firm was founded by Brian T. Sells in 1997. PFA offers asset management, financial planning and tax preparation to individuals, trusts, estates, charitable organizations and small businesses. | Finance |
Sterling Asset Management LLC
Sterling Asset Management LLC Investment ManagersFinance Founded in 2007, Sterling Asset Management is a registered investment advisor located in King of Prussia, Pennsylvania. The firm was formerly known as Valley Forge Advisors LLC. Sterling Asset Management offers customized investment products and indexing solutions for institutional investors including foundations, endowments, public funds and Taft Hartley retirement plans. | Finance |