Joe Bert
Vorstandsvorsitzender bei Certified Advisory Corp.
Aktive Positionen von Joe Bert
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Certified Advisory Corp.
Certified Advisory Corp. Investment ManagersFinance Certified Advisory Corp. (CAC) is an independent, SEC-registered investment advisor headquartered in Altamonte Springs, Florida. The firm was founded in 1991 by Joseph Bert. CAC offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Vorstandsvorsitzender | 01.01.1991 | - |
Compliance Officer | 01.01.1991 | - | |
Gründer | 01.01.1991 | - | |
Portfolio Manager-Aktien | 01.01.1991 | - | |
Präsident | 01.01.1991 | - | |
Vorsitzender | 01.01.1991 | - |
Karriereverlauf von Joe Bert
Ausbildung von Joe Bert
The Ohio State University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 3 |
Operativ
Chief Executive Officer | 1 |
Chairman | 1 |
Compliance Officer | 1 |
Sektoral
Finance | 2 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 1 |
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Certified Advisory Corp.
Certified Advisory Corp. Investment ManagersFinance Certified Advisory Corp. (CAC) is an independent, SEC-registered investment advisor headquartered in Altamonte Springs, Florida. The firm was founded in 1991 by Joseph Bert. CAC offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |