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Aktive Positionen von Rob Emrich
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Castleview Partners LLC
![]() Castleview Partners LLC Investment ManagersFinance Castleview Partners LLC is a registered investment advisor and wealth manager headquartered in Dallas, Texas. The firm was founded by Douglas Gill in 2015 and is majority owned by Gill Capital Management, Inc. Castleview Partners manages the investment portfolios of individuals, high-net worth individuals, corporations, non-profits, and retirement plans. | Portfolio Manager-Aktien | 01.06.2017 | - |
Lake Point Wealth Management LLC
![]() Lake Point Wealth Management LLC Investment ManagersFinance Lake Point Wealth Management LLC (Lake Point) is an investment management firm headquartered in Rockwall, Texas. The firm was founded by H. Reid Johnson III in 2014. In 2021, they were acquired by Mercer Global Advisors, Inc., a subsidiary of Mercer Advisors, Inc. Lake Point manages the investment portfolios of individuals, high-net-worth individuals, corporations, nonprofits, and retirement plans. | Chief Investment Officer | 01.03.2020 | - |
Acruence Capital LLC
![]() Acruence Capital LLC Investment ManagersFinance Acruence Capital LLC is an independent, SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Robert “Rob” Emrich in 2018. Acruence Capital provides investment advisory services to third-party investment advisers, exchange-traded funds, and high net worth individuals. | Vorstandsvorsitzender | 28.11.2018 | - |
Gründer | 28.11.2018 | - | |
Portfolio Manager-Aktien | 28.11.2018 | - |
Karriereverlauf von Rob Emrich
Ausbildung von Rob Emrich
Towson University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 5 |
Operativ
Portfolio Manager-Equities | 2 |
Undergraduate Degree | 1 |
Chief Investment Officer | 1 |
Sektoral
Finance | 4 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 3 |
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Castleview Partners LLC
![]() Castleview Partners LLC Investment ManagersFinance Castleview Partners LLC is a registered investment advisor and wealth manager headquartered in Dallas, Texas. The firm was founded by Douglas Gill in 2015 and is majority owned by Gill Capital Management, Inc. Castleview Partners manages the investment portfolios of individuals, high-net worth individuals, corporations, non-profits, and retirement plans. | Finance |
Lake Point Wealth Management LLC
![]() Lake Point Wealth Management LLC Investment ManagersFinance Lake Point Wealth Management LLC (Lake Point) is an investment management firm headquartered in Rockwall, Texas. The firm was founded by H. Reid Johnson III in 2014. In 2021, they were acquired by Mercer Global Advisors, Inc., a subsidiary of Mercer Advisors, Inc. Lake Point manages the investment portfolios of individuals, high-net-worth individuals, corporations, nonprofits, and retirement plans. | Finance |
Acruence Capital LLC
![]() Acruence Capital LLC Investment ManagersFinance Acruence Capital LLC is an independent, SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Robert “Rob” Emrich in 2018. Acruence Capital provides investment advisory services to third-party investment advisers, exchange-traded funds, and high net worth individuals. | Finance |
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