Derek Hobson

Keine laufenden Positionen mehr

Finance

Consumer Services

Ehemalige bekannte Positionen von Derek Hobson

Unternehmen	Position	Beginn	Ende
EP Wealth Advisors LLC EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.	Analyst-Equity	01.05.2009	01.08.2012
	Analyst-Festverzinsliche Wertpapiere	01.05.2009	01.08.2012
	Trading-Equity	01.05.2009	01.08.2012
	Mitglied des Investmentausschusses	01.05.2009	01.08.2012
	Trading-Fixed Income	01.05.2009	01.08.2012

University of Pennsylvania

Undergraduate Degree

International

Vereinigte Staaten

Operativ

Sektoral

Finance	2
Consumer Services	2

Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Private Unternehmen	1
EP Wealth Advisors LLC EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.	Finance

Private Unternehmen

Finance