Terri Spath
Keine laufenden Positionen mehr
Karriereverlauf von Terri Spath
Ehemalige bekannte Positionen von Terri Spath
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
Wright Fund Management LLC
 Wright Fund Management LLC Investment ManagersFinance Ocean Park Asset Management LLC (OPAM) is an independent, SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded in 2007 as Wright Fund Management LLC and changed their name to Ocean Park Asset Management LLC in 2023. OPAM is the investment adviser to the Sierra Mutual Funds and does not provide advisory services to retail investors. | Portfolio Manager-Fixed Income | - | 01.02.2021 |
Sierra Investment Management, Inc.
 Sierra Investment Management, Inc. Investment ManagersFinance Sierra Investment Management, Inc. (Sierra) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Santa Monica, California. The firm was co-founded by Kenneth Sleeper and David Wright in 1987. Sierra provides investment management services to retirees and other conservative investors. | Chief Investment Officer | 01.01.2015 | 01.01.2021 |
| Ökonom | 01.01.2015 | 01.01.2021 | |
| Portfolio Manager-Aktien | 01.01.2015 | 01.01.2021 | |
| Marktstratege | 01.01.2015 | 01.01.2021 | |
| Franklin Templeton Cos. LLC | Corporate Officer/Principal | - | - |
Mercer Advisors, Inc.
 Mercer Advisors, Inc. Investment ManagersFinance Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO. | Corporate Officer/Principal | - | - |
Ausbildung von Terri Spath
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
| University of Michigan | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 7 |
Operativ
| Corporate Officer/Principal | 2 |
| Masters Business Admin | 1 |
| Undergraduate Degree | 1 |
Sektoral
| Finance | 4 |
| Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Mercer Advisors, Inc.
Mercer Advisors, Inc. Investment ManagersFinance Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO. | Finance |
| Franklin Templeton Cos. LLC | |
Sierra Investment Management, Inc.
Sierra Investment Management, Inc. Investment ManagersFinance Sierra Investment Management, Inc. (Sierra) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Santa Monica, California. The firm was co-founded by Kenneth Sleeper and David Wright in 1987. Sierra provides investment management services to retirees and other conservative investors. | Finance |
Wright Fund Management LLC
Wright Fund Management LLC Investment ManagersFinance Ocean Park Asset Management LLC (OPAM) is an independent, SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded in 2007 as Wright Fund Management LLC and changed their name to Ocean Park Asset Management LLC in 2023. OPAM is the investment adviser to the Sierra Mutual Funds and does not provide advisory services to retail investors. | Finance |
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