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Aktive Positionen von Dan Wiener
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
RWA Wealth Partners LLC
![]() RWA Wealth Partners LLC Investment ManagersFinance RWA Wealth Partners LLC (RWA) is a SEC-registered investment adviser and holding firm headquartered in Newton, Massachusetts. Formerly known as Adviser Investments LLC, the firm was founded in 1994 by Daniel Wiener, Dan Silver and David Thorne. RWA offers wealth management services to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations and privately held businesses. | Direktor/Vorstandsmitglied | 01.01.1994 | - |
Gründer | 01.01.1994 | - | |
Vorstandsvorsitzender | 01.01.1994 | - | |
Vorsitzender | 01.01.1994 | 01.01.2024 | |
Präsident | - | 01.01.2020 | |
Adviser Investment Management, Inc.
![]() Adviser Investment Management, Inc. Investment ManagersFinance Adviser Investment Management, Inc. provides investment advisory services. The company was founded by Daniel Philip Weiner and is headquartered in Newton, MA. | Direktor/Vorstandsmitglied | - | - |
Gründer | - | - |
Karriereverlauf von Dan Wiener
Ehemalige bekannte Positionen von Dan Wiener
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Adviser Investments Acquisition Co. LLC
![]() Adviser Investments Acquisition Co. LLC Investment ManagersFinance Formed in 1994, Adviser Investments Acquisition Co. LLC (AIA) is a registered investment advisor located in Newton, Massachusetts. The firm is a successor to Kobren Insight Management, Inc., an investment advisor that was formed in 1987. AIA purchased substantially all of the assets and liabilities of Kobren Insight Management, Inc. in March 2011 from E*Trade Financial Corp. The firm is a subsidiary of Adviser Investment Management, Inc. AIA offers investment advisory services to individual investors, pension and profit sharing plans, trusts, estates or charitable organizations and privately-held businesses. | Vorstandsvorsitzender | - | 01.12.2016 |
Vorsitzender | - | 01.12.2016 |
Ausbildung von Dan Wiener
Tufts University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 5 |
Operativ
Chief Executive Officer | 2 |
Chairman | 2 |
Director/Board Member | 2 |
Sektoral
Finance | 4 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 3 |
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Adviser Investments Acquisition Co. LLC
![]() Adviser Investments Acquisition Co. LLC Investment ManagersFinance Formed in 1994, Adviser Investments Acquisition Co. LLC (AIA) is a registered investment advisor located in Newton, Massachusetts. The firm is a successor to Kobren Insight Management, Inc., an investment advisor that was formed in 1987. AIA purchased substantially all of the assets and liabilities of Kobren Insight Management, Inc. in March 2011 from E*Trade Financial Corp. The firm is a subsidiary of Adviser Investment Management, Inc. AIA offers investment advisory services to individual investors, pension and profit sharing plans, trusts, estates or charitable organizations and privately-held businesses. | Finance |
RWA Wealth Partners LLC
![]() RWA Wealth Partners LLC Investment ManagersFinance RWA Wealth Partners LLC (RWA) is a SEC-registered investment adviser and holding firm headquartered in Newton, Massachusetts. Formerly known as Adviser Investments LLC, the firm was founded in 1994 by Daniel Wiener, Dan Silver and David Thorne. RWA offers wealth management services to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations and privately held businesses. | Finance |
Adviser Investment Management, Inc.
![]() Adviser Investment Management, Inc. Investment ManagersFinance Adviser Investment Management, Inc. provides investment advisory services. The company was founded by Daniel Philip Weiner and is headquartered in Newton, MA. | Finance |
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