Profil
Mr. David Rath, CFA, is a Wealth Advisor, Partner & Chief Investment Officer at Continuum Wealth Advisors LLC.
He is responsible for investment research, portfolio oversight, and communication of our strategies.
He received an undergraduate degree from Binghamton University.
Aktive Positionen von David Rath
| Unternehmen | Position | Beginn |
|---|---|---|
Continuum Wealth Advisors LLC
 Continuum Wealth Advisors LLC Investment ManagersFinance Continuum Wealth Advisors LLC (Continuum) is an independent, SEC-registered investment adviser headquartered in Saratoga Springs, New York. Continuum was founded in 2010 and offers investment advisory services to individuals, high-net worth individuals, trusts, estates, and retirement plans. | Chief Investment Officer | - |
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Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Continuum Wealth Advisors LLC
Continuum Wealth Advisors LLC Investment ManagersFinance Continuum Wealth Advisors LLC (Continuum) is an independent, SEC-registered investment adviser headquartered in Saratoga Springs, New York. Continuum was founded in 2010 and offers investment advisory services to individuals, high-net worth individuals, trusts, estates, and retirement plans. | Finance |
