Cole Edward Durkin
Analyst-Equity bei Insight Wealth Strategies LLC
Profil
Mr. Cole E.
Durkin, CFA, is a Portfolio Manager at Insight Wealth Strategies LLC.
Mr. Durkin's responsibilities are researching and constructing, and managing portfolios for clients and advisors.
Mr. Durkin began his career with Sagemark Consulting in 2016 as an investment support specialist where he assisted with portfolio management for a team of advisors.
He received his BBA in Finance from Lamar University.
Aktive Positionen von Cole Edward Durkin
| Unternehmen | Position | Beginn |
|---|---|---|
Insight Wealth Strategies LLC
 Insight Wealth Strategies LLC Investment ManagersFinance Insight Wealth Strategies LLC (IWS) is an independent, SEC-registered investment adviser and wealth management firm headquartered in San Ramon, California. The firm was founded by David N. Chazin in 2002. IWS provides investment advisory services to high-net worth individuals and other types of clients. | Analyst-Equity | 01.01.2018 |
Ehemalige bekannte Positionen von Cole Edward Durkin
| Unternehmen | Position | Ende |
|---|---|---|
Sagemark Cos. Ltd.
 Sagemark Cos. Ltd. Financial ConglomeratesFinance Sagemark Cos. Ltd. operates as a development stage company. Previously, it owned, operated and/or managed out-patient medical diagnostic imaging centers that offered positron emission tomography, and positron emission tomography and computed tomography imaging, a medical imaging procedure used by physicians to assist in the diagnosis, staging and treatment of cancers and other illness and disease. The company was founded in 1961 and is headquartered in New York, NY. | Corporate Officer/Principal | 01.01.2018 |
Ausbildung von Cole Edward Durkin
| Lamar University | 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 | 2 |
|---|---|
Insight Wealth Strategies LLC
Insight Wealth Strategies LLC Investment ManagersFinance Insight Wealth Strategies LLC (IWS) is an independent, SEC-registered investment adviser and wealth management firm headquartered in San Ramon, California. The firm was founded by David N. Chazin in 2002. IWS provides investment advisory services to high-net worth individuals and other types of clients. | Finance |
Sagemark Cos. Ltd.
Sagemark Cos. Ltd. Financial ConglomeratesFinance Sagemark Cos. Ltd. operates as a development stage company. Previously, it owned, operated and/or managed out-patient medical diagnostic imaging centers that offered positron emission tomography, and positron emission tomography and computed tomography imaging, a medical imaging procedure used by physicians to assist in the diagnosis, staging and treatment of cancers and other illness and disease. The company was founded in 1961 and is headquartered in New York, NY. | Finance |
