John Michael Baxman
Portfolio Manager-Aktien bei Litman Gregory Wealth Management LLC
Aktive Positionen von John Michael Baxman
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
Litman Gregory Wealth Management LLC
 Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Portfolio Manager-Aktien | 01.01.2009 | - |
Karriereverlauf von John Michael Baxman
Ehemalige bekannte Positionen von John Michael Baxman
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
| Fidelity Investment Trust | Corporate Officer/Principal | - | - |
Ausbildung von John Michael Baxman
| Sonoma State University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 4 |
Operativ
| Undergraduate Degree | 1 |
| Corporate Officer/Principal | 1 |
| Portfolio Manager-Equities | 1 |
Sektoral
| Consumer Services | 2 |
| Miscellaneous | 2 |
| Finance | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
| Fidelity Investment Trust | Miscellaneous |
Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Finance |
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