Kaliko Michelle Veiseh

Portfolio Manager-Aktien bei Soundmark Wealth Management LLC

45 Jahre

Finance

Consumer Services

Aktive Positionen von Kaliko Michelle Veiseh

Unternehmen	Position	Beginn	Ende
Soundmark Wealth Management LLC Soundmark Wealth Management LLC Investment ManagersFinance Soundmark Wealth Management LLC (SWM) is a SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 1999 and formerly known as Sagemark Wealth Management LLC and Pacific Asset Management LLC. They were acquired by Edelman Financial Engines LLC in 2024. SWM provides advisory services to various types of clients such as individuals, trusts, and individual pension plan accounts.	Portfolio Manager-Aktien	01.03.2003	-
	Portfolio Manager-Fixed Income	01.03.2003	-

University of Washington

Undergraduate Degree

International

Vereinigte Staaten

Operativ

Portfolio Manager-Equities	1
Portfolio Manager-Fixed Income	1
Undergraduate Degree	1

Sektoral

Finance	2
Consumer Services	2

Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Private Unternehmen	1
Soundmark Wealth Management LLC Soundmark Wealth Management LLC Investment ManagersFinance Soundmark Wealth Management LLC (SWM) is a SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 1999 and formerly known as Sagemark Wealth Management LLC and Pacific Asset Management LLC. They were acquired by Edelman Financial Engines LLC in 2024. SWM provides advisory services to various types of clients such as individuals, trusts, and individual pension plan accounts.	Finance

Private Unternehmen

Finance