Pete Franz
Chief Investment Officer bei FSM Wealth Advisors LLC
Profil
Mr. Peter R.
Franz, CFA, is a Chief Investment Officer & Partner at FSM Wealth Advisors LLC.
He is responsible for setting, managing and articulating the firm’s investment platform and approach.
He interacts with sponsor partners, monitors markets, and conducts portfolio analysis and construction to match client allocations with their objectives.
He received his undergraduate degree from Wittenberg University.
Aktive Positionen von Pete Franz
| Unternehmen | Position | Beginn |
|---|---|---|
FSM Wealth Advisors LLC
 FSM Wealth Advisors LLC Investment ManagersFinance FSM Wealth Advisors LLC, dba Journey Wealth Management (Journey Wealth), is an independent registered investment advisor headquartered in Cleveland, Ohio. The firm was founded by David A. Lightner in 2018. Journey Wealth provides investment advice and financial planning services to individuals (including Trusts and Estates), and High-Net Worth Individuals. | Chief Investment Officer | 01.01.2021 |
Ausbildung von Pete Franz
| Wittenberg 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 | 1 |
|---|---|
FSM Wealth Advisors LLC
FSM Wealth Advisors LLC Investment ManagersFinance FSM Wealth Advisors LLC, dba Journey Wealth Management (Journey Wealth), is an independent registered investment advisor headquartered in Cleveland, Ohio. The firm was founded by David A. Lightner in 2018. Journey Wealth provides investment advice and financial planning services to individuals (including Trusts and Estates), and High-Net Worth Individuals. | Finance |
