Mark Joseph Kavaloski
Vorstandsvorsitzender bei AmeriTrust Capital Management Ltd.
Aktive Positionen von Mark Joseph Kavaloski
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
AmeriTrust Capital Management Ltd.
AmeriTrust Capital Management Ltd. Investment ManagersFinance AmeriTrust Capital Management Ltd. (AmeriTrust) is an independent asset management firm headquartered in Santa Ynez, California. The firm was founded by Mark Kavaloski in 1998 and is the successor to the American Telesis Group, which was established in 1994. AmeriTrust provides portfolio management services to individuals, high-net worth individuals, corporate accounts, corporate pensions and profit-sharing plans, IRAs, and trusts. | Vorstandsvorsitzender | 01.01.1998 | - |
Chief Investment Officer | 01.01.1998 | - | |
Compliance Officer | 01.01.1998 | - | |
Gründer | 01.01.1998 | - | |
Portfolio Manager-Aktien | 01.01.1998 | - | |
Präsident | 01.01.1998 | - |
Karriereverlauf von Mark Joseph Kavaloski
Ehemalige bekannte Positionen von Mark Joseph Kavaloski
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | - | - |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Corporate Officer/Principal | - | - |
Sanwa Bank Ltd. | Corporate Officer/Principal | - | - |
Ausbildung von Mark Joseph Kavaloski
Loyola Marymount University | Undergraduate Degree |
California State University-Los Angeles | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 6 |
Japan | 2 |
Operativ
Corporate Officer/Principal | 3 |
Chief Executive Officer | 1 |
Chief Investment Officer | 1 |
Sektoral
Finance | 5 |
Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Börsennotierte Unternehmen | 1 |
---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
Private Unternehmen | 3 |
---|---|
AmeriTrust Capital Management Ltd.
AmeriTrust Capital Management Ltd. Investment ManagersFinance AmeriTrust Capital Management Ltd. (AmeriTrust) is an independent asset management firm headquartered in Santa Ynez, California. The firm was founded by Mark Kavaloski in 1998 and is the successor to the American Telesis Group, which was established in 1994. AmeriTrust provides portfolio management services to individuals, high-net worth individuals, corporate accounts, corporate pensions and profit-sharing plans, IRAs, and trusts. | Finance |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Finance |
Sanwa Bank Ltd. | Finance |
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