Ken Frost
Chief Investment Officer bei WFA of San Diego LLC
Profil
Kenneth Grover Frost is currently working as the Executive Vice President & CIO at WFA of San Diego LLC.
Previously, he worked as the Executive Vice President & Chief Investment Officer at Wheeler Frost Associates, Inc. Frost holds an MBA from The Ohio State University, which he received in 1984, and an undergraduate degree from Oregon State University, which he received in 1980.
Aktive Positionen von Ken Frost
Unternehmen | Position | Beginn |
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WFA of San Diego LLC
WFA of San Diego LLC Investment ManagersFinance WFA of San Diego LLC (WFA San Diego) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded in 2019 and is owned by Zermatt Holdings LLC. WFA San Diego provides personalized confidential wealth planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. | Chief Investment Officer | - |
Ehemalige bekannte Positionen von Ken Frost
Unternehmen | Position | Ende |
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Wheeler Frost Associates, Inc.
Wheeler Frost Associates, Inc. Investment ManagersFinance Founded by Peter R. Wheeler in 1982, Wheeler/Frost Associates, Inc. is a registered investment advisor located in San Diego, California. The firm provides wealth planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses. | Chief Investment Officer | - |
Ausbildung von Ken Frost
Oregon State University | Undergraduate Degree |
The Ohio State University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 2 |
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Wheeler Frost Associates, Inc.
Wheeler Frost Associates, Inc. Investment ManagersFinance Founded by Peter R. Wheeler in 1982, Wheeler/Frost Associates, Inc. is a registered investment advisor located in San Diego, California. The firm provides wealth planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses. | Finance |
WFA of San Diego LLC
WFA of San Diego LLC Investment ManagersFinance WFA of San Diego LLC (WFA San Diego) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded in 2019 and is owned by Zermatt Holdings LLC. WFA San Diego provides personalized confidential wealth planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. | Finance |