John Michael Baxman
Portfolio Manager-Aktien bei Litman Gregory Wealth Management LLC
Profil
Mr. John M.
Baxman is a Director & Senior Advisor at Litman Gregory Wealth Management LLC.
He joined Litman Gregory in 2009 and became a Principal in 2016.
He provides comprehensive wealth management services to individuals and multi-generational families that includes retirement planning, portfolio management, and tax optimization strategies.
Prior to joining Litman Gregory, Mr. Baxman served for 12 years as Vice President and Senior Account Executive with Fidelity Investments, where he was responsible for investment guidance and client service in their Private Client Group.
Mr. Baxman is a Certified Financial Planner and a graduate of Sonoma State University (Business, Finance).
Aktive Positionen von John Michael Baxman
| Unternehmen | Position | Beginn |
|---|---|---|
Litman Gregory Wealth Management LLC
 Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Portfolio Manager-Aktien | 01.01.2009 |
Ehemalige bekannte Positionen von John Michael Baxman
| Unternehmen | Position | Ende |
|---|---|---|
| Fidelity Investment Trust | Corporate Officer/Principal | - |
Ausbildung von John Michael Baxman
| Sonoma State University | 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 | 2 |
|---|---|
| Fidelity Investment Trust | Miscellaneous |
Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Finance |
