Greg Weimer
Vorstandsvorsitzender bei Confluence Wealth Services, Inc.
Aktive Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Bill Winkeler | M | - |
Confluence Wealth Services, Inc.
 Confluence Wealth Services, Inc. Investment ManagersFinance Confluence Wealth Services, Inc., dba Confluence Financial Partners (Confluence), is a SEC-registered investment advisor headquartered in McMurray, Pennsylvania. The firm was founded by Gregory J. Weimer in 2021 and is principally owned by Confluence Financial Partners, Inc. Confluence provides comprehensive financial planning and wealth management services to individuals, professionals, business owners, corporate executives, retirement plans. | 2 Jahre |
Beziehungs-Chart
Beziehungen zu mehreren Unternehmen
Ehemalige Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Doug F. Rowe | M | - |
American Funds Distributors, Inc.
 American Funds Distributors, Inc. Investment ManagersFinance Part of The Capital Group Cos., Inc., American Funds Distributors, Inc. provides investment advice. The company is based in Los Angeles, CA. | 14 Jahre |
| Tristan Richardson | M | - |
American Funds Distributors, Inc.
American Funds Distributors, Inc. Investment ManagersFinance Part of The Capital Group Cos., Inc., American Funds Distributors, Inc. provides investment advice. The company is based in Los Angeles, CA. | 1 Jahre |
| Karen A. Black | F | 63 |
University of Pittsburgh at Johnstown
| 4 Jahre |
| Nadia Shemine Debri Lovell | F | - |
American Funds Distributors, Inc.
American Funds Distributors, Inc. Investment ManagersFinance Part of The Capital Group Cos., Inc., American Funds Distributors, Inc. provides investment advice. The company is based in Los Angeles, CA. | 4 Jahre |
| Betsy Sarah Martinelli | F | - |
University of Pittsburgh at Johnstown
| 4 Jahre |
| Bill Miller | M | - |
American Funds Distributors, Inc.
American Funds Distributors, Inc. Investment ManagersFinance Part of The Capital Group Cos., Inc., American Funds Distributors, Inc. provides investment advice. The company is based in Los Angeles, CA. | 3 Jahre |
Statistik
| Land | Beziehungen | % des Gesamten |
|---|---|---|
| Vereinigte Staaten | 7 | 100,00% |
Alter der Beziehungen
Aktive
Vergangene
Herr
Frau
Aufsichtsräte
Führungskräfte
Ursprung der Beziehungen
- Börse
- Insiders
- Greg Weimer
- Persönliches Netzwerk
