Joel Stephen Edstrom
Gründer bei Wescap Management Group, Inc.
Profil
Mr. Joel S.
Edstrom, CFA, is a Founder & President at WESCAP Management Group, Inc. He co-founded Wescap Group in 1988 and has over 34 years of investment management and financial planning experience.
Prior to establishing the firm, Mr. Edstrom was the West Coast Manager for Asset Management Group, a national investment advisory and financial planning firm.
He served as a Peace Corps volunteer in Ethiopia from 1968 through 1970.
Mr. Edstrom received Bachelor of Environmental Design (1973) and Bachelor of Civil Engineering (1974) degrees from the University of Minnesota.
He obtained his Masters of Business Administration from UCLA in 1980.
He is a licensed Civil Engineer and a Chartered Financial Analyst-1986.
He is a member of the CFA Institute and the CFA Society of Los Angeles.
Aktive Positionen von Joel Stephen Edstrom
| Unternehmen | Position | Beginn |
|---|---|---|
Wescap Management Group, Inc.
 Wescap Management Group, Inc. Investment ManagersFinance WESCAP Management Group, Inc., do-business-as WESCAP Group, is an independent, SEC-registered investment advisor and wealth management firm headquartered in Glendale, California. The firm was founded in 1988 by Joel Edstrom and Eric Weinlein. WESCAP Group offers investment management and financial planning services to a diverse client base of high-net-worth individuals and families. | Gründer | 01.01.1988 |
Ausbildung von Joel Stephen Edstrom
| University of California, Los Angeles | Masters Business Admin |
| University of Minnesota | 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 | 1 |
|---|---|
Wescap Management Group, Inc.
Wescap Management Group, Inc. Investment ManagersFinance WESCAP Management Group, Inc., do-business-as WESCAP Group, is an independent, SEC-registered investment advisor and wealth management firm headquartered in Glendale, California. The firm was founded in 1988 by Joel Edstrom and Eric Weinlein. WESCAP Group offers investment management and financial planning services to a diverse client base of high-net-worth individuals and families. | Finance |