Andrew Marsh
Direktor/Vorstandsmitglied bei Dynasty Financial Partners LLC
Aktive Positionen von Andrew Marsh
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Dynasty Financial Partners LLC
Dynasty Financial Partners LLC Investment ManagersFinance Dynasty Financial Partners LLC provides investment advice. It offers a fully customizable platform, with end-to-end support from a proven team and unrivaled access to distinctive products and services. The company was founded by Edward C. Swenson and Shirl Thomas Penney in 2008 and is headquartered in New York, NY. | Direktor/Vorstandsmitglied | 14.09.2023 | - |
Dynasty Financial Partners, Inc.
Dynasty Financial Partners, Inc. Information Technology ServicesTechnology Services Dynasty Financial Partners, Inc. provides technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. The company was incorporated on August 16, 2021 and is headquartered St. Petersburg, FL. | Direktor/Vorstandsmitglied | 29.09.2023 | - |
Karriereverlauf von Andrew Marsh
Ehemalige bekannte Positionen von Andrew Marsh
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Richardson Wealth (USA) Ltd.
Richardson Wealth (USA) Ltd. Investment Banks/BrokersFinance Richardson Wealth (USA) Ltd. is an independent Canadian broker/dealer headquartered in Toronto, Ontario. It was founded by Andrew Marsh as Richardson GMP Ltd. The firm provides a full spectrum of brokerage services to corporate and institutional clients. | Vorstandsvorsitzender | 01.01.2010 | 01.04.2021 |
Gründer | 01.01.2010 | 01.04.2021 | |
Präsident | 01.01.2010 | 01.04.2021 | |
Richardson Wealth (USA) Ltd. (Investment Management)
Richardson Wealth (USA) Ltd. (Investment Management) Investment ManagersFinance Richardson Wealth (USA) Ltd. (Investment Management) (Richardson Wealth-IM) is the wealth management division of Richardson Wealth (USA) Ltd., a broker/dealer firm headquartered in Toronto, Ontario. The firm was founded by Andrew Marsh in 2010 and is owned directly by RF Capital Group, Inc. (TSX: RCG). Richardson Wealth-IM provides wealth management solutions to individuals, trusts, estates, corporations and business entities. | Vorstandsvorsitzender | 01.01.2010 | 01.04.2021 |
Gründer | 01.01.2010 | 01.04.2021 | |
Präsident | 01.01.2010 | 01.04.2021 | |
GMP Private Client LP | Corporate Officer/Principal | 01.01.2010 | 01.01.2010 |
ScotiaMcLeod, Inc. (Investment Management)
ScotiaMcLeod, Inc. (Investment Management) Investment ManagersFinance ScotiaMcLeod, Inc. (Investment Management) (ScotiaMcLeod-IM) is the investment management division of ScotiaMcLeod, Inc., a broker/dealer headquartered in Vancouver, Canada. The firm is a subsidiary of The Bank of Nova Scotia (NYSE, TSE: BNS). ScotiaMcLeod-IM provides investment management services to private individuals and institutional clients. | Corporate Officer/Principal | 01.01.2004 | 01.01.2004 |
Ausbildung von Andrew Marsh
University of Guelph | Undergraduate Degree |
Statistik
International
Kanada | 6 |
Vereinigte Staaten | 3 |
Operativ
Chief Executive Officer | 2 |
Founder | 2 |
President | 2 |
Sektoral
Finance | 6 |
Consumer Services | 2 |
Technology Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 6 |
---|---|
Richardson Wealth (USA) Ltd.
Richardson Wealth (USA) Ltd. Investment Banks/BrokersFinance Richardson Wealth (USA) Ltd. is an independent Canadian broker/dealer headquartered in Toronto, Ontario. It was founded by Andrew Marsh as Richardson GMP Ltd. The firm provides a full spectrum of brokerage services to corporate and institutional clients. | Finance |
Richardson Wealth (USA) Ltd. (Investment Management)
Richardson Wealth (USA) Ltd. (Investment Management) Investment ManagersFinance Richardson Wealth (USA) Ltd. (Investment Management) (Richardson Wealth-IM) is the wealth management division of Richardson Wealth (USA) Ltd., a broker/dealer firm headquartered in Toronto, Ontario. The firm was founded by Andrew Marsh in 2010 and is owned directly by RF Capital Group, Inc. (TSX: RCG). Richardson Wealth-IM provides wealth management solutions to individuals, trusts, estates, corporations and business entities. | Finance |
ScotiaMcLeod, Inc. (Investment Management)
ScotiaMcLeod, Inc. (Investment Management) Investment ManagersFinance ScotiaMcLeod, Inc. (Investment Management) (ScotiaMcLeod-IM) is the investment management division of ScotiaMcLeod, Inc., a broker/dealer headquartered in Vancouver, Canada. The firm is a subsidiary of The Bank of Nova Scotia (NYSE, TSE: BNS). ScotiaMcLeod-IM provides investment management services to private individuals and institutional clients. | Finance |
GMP Private Client LP | Finance |
Dynasty Financial Partners LLC
Dynasty Financial Partners LLC Investment ManagersFinance Dynasty Financial Partners LLC provides investment advice. It offers a fully customizable platform, with end-to-end support from a proven team and unrivaled access to distinctive products and services. The company was founded by Edward C. Swenson and Shirl Thomas Penney in 2008 and is headquartered in New York, NY. | Finance |
Dynasty Financial Partners, Inc.
Dynasty Financial Partners, Inc. Information Technology ServicesTechnology Services Dynasty Financial Partners, Inc. provides technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. The company was incorporated on August 16, 2021 and is headquartered St. Petersburg, FL. | Technology Services |
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