Profil
Mr. Burwell S.
Geiger, III, is a Managing Director at ACG Wealth, Inc. He has provided investment advice and financial services to professional athletes, entertainers, and families for over 30 years.
He specializes in strategic portfolio allocation, retirement income planning and estate planning.
He was named an Atlanta Five Star Wealth Manager by Atlanta Magazine from 2011 to 2016.
He received his undergraduate degree from Auburn University.
Ehemalige bekannte Positionen von Bert Geiger
| Unternehmen | Position | Ende |
|---|---|---|
ACG Wealth, Inc.
 ACG Wealth, Inc. Investment ManagersFinance ACG Wealth, Inc. (ACG) is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. It was founded as Atlanta Capital Group in 2009 by Jeffrey Shaver, David Millican, and Joseph Young, Jr. In 2021, the firm was acquired by Mercer Global Advisors, Inc., a subsidiary of Mercer Advisors, Inc. ACG provides portfolio management services to individuals, corporations and business entities, pension and profit-sharing plans, charitable institutions, foundations, endowments, estates and trusts. | Portfolio Manager-Aktien | 01.11.2020 |
Ausbildung von Bert Geiger
| Auburn 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 |
|---|---|
ACG Wealth, Inc.
ACG Wealth, Inc. Investment ManagersFinance ACG Wealth, Inc. (ACG) is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. It was founded as Atlanta Capital Group in 2009 by Jeffrey Shaver, David Millican, and Joseph Young, Jr. In 2021, the firm was acquired by Mercer Global Advisors, Inc., a subsidiary of Mercer Advisors, Inc. ACG provides portfolio management services to individuals, corporations and business entities, pension and profit-sharing plans, charitable institutions, foundations, endowments, estates and trusts. | Finance |
