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Karriereverlauf von Joseph Peter Traba
Ehemalige bekannte Positionen von Joseph Peter Traba
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
WESPAC Advisors SoCal LLC
![]() WESPAC Advisors SoCal LLC Investment ManagersFinance WESPAC Advisors SoCal LLC, dba Stonemark Wealth Management (Stonemark), is an independent registered investment advisor and wealth management firm headquartered in Pasadena, California. The firm was founded by Peter Chen in 2012. Stonemark provides discretionary investment advisory services to individuals, high net worth individuals, trusts and estates, pension and profit sharing plans, and individual participants of retirement plans. | Chief Investment Officer | 01.06.2011 | 24.02.2020 |
Portfolio Manager-Aktien | 01.06.2011 | 24.02.2020 | |
Leiter des Privatbankwesens | 01.06.2011 | 24.02.2020 | |
WESPAC Advisors LLC
![]() WESPAC Advisors LLC Investment ManagersFinance WESPAC Advisors LLC is a registered investment advisor headquartered in Orinda, California. The firm was founded by Nelson Chia in 1977 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners Inc. (NASDAQ: FOCS). WESPAC Advisors provides investment advisory and fiduciary oversight services to participant-directed retirement plans and provides investment management services to high-net-worth clients in separately managed accounts. | Analyst-Equity | 02.03.2010 | 11.01.2012 |
Trading-Equity | 02.03.2010 | 11.01.2012 | |
Portfolio Manager-Aktien | 02.03.2010 | 11.01.2012 | |
Hilltop Securities, Inc.
![]() Hilltop Securities, Inc. Investment Banks/BrokersFinance Hilltop Securities, Inc. (dba HilltopSecurities) is a broker/dealer firm headquartered in Dallas, Texas. The firm was founded in 1946 as Southwest Securities, Inc. and they a subsidiary of Hilltop Securities Holdings LLC. Hilltop Securities provides a full array of trading and execution services for their clients. | Corporate Officer/Principal | 30.06.2009 | 30.06.2009 |
WELLS FARGO & COMPANY | Corporate Officer/Principal | - | - |
Tower Asset Management LLC
![]() Tower Asset Management LLC Investment ManagersFinance Founded in 1991 by Milford Stern, Tower Asset Management LLC is a registered investment advisor located in Beverly Hills, California. The firm is a subsidiary of M. L. Stern & Co. LLC and their ultimate parent is SWS Group, Inc. (NYSE: SWS). | Corporate Officer/Principal | - | - |
M. L. Stern & Co. LLC
![]() M. L. Stern & Co. LLC Investment Banks/BrokersFinance Founded in1980, M.L. Stern & Co. LLC is a registered investment adviser firm headquartered in Beverly Hills, California. The firm is a subsidiary of SWS Group, Inc. (NYSE: SWS). | Corporate Officer/Principal | - | - |
Ausbildung von Joseph Peter Traba
University of California San Diego | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 8 |
Operativ
Corporate Officer/Principal | 4 |
Portfolio Manager-Equities | 2 |
Analyst-Equity | 1 |
Sektoral
Finance | 7 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Börsennotierte Unternehmen | 1 |
---|---|
WELLS FARGO & COMPANY | Finance |
Private Unternehmen | 5 |
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Tower Asset Management LLC
![]() Tower Asset Management LLC Investment ManagersFinance Founded in 1991 by Milford Stern, Tower Asset Management LLC is a registered investment advisor located in Beverly Hills, California. The firm is a subsidiary of M. L. Stern & Co. LLC and their ultimate parent is SWS Group, Inc. (NYSE: SWS). | Finance |
WESPAC Advisors LLC
![]() WESPAC Advisors LLC Investment ManagersFinance WESPAC Advisors LLC is a registered investment advisor headquartered in Orinda, California. The firm was founded by Nelson Chia in 1977 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners Inc. (NASDAQ: FOCS). WESPAC Advisors provides investment advisory and fiduciary oversight services to participant-directed retirement plans and provides investment management services to high-net-worth clients in separately managed accounts. | Finance |
Hilltop Securities, Inc.
![]() Hilltop Securities, Inc. Investment Banks/BrokersFinance Hilltop Securities, Inc. (dba HilltopSecurities) is a broker/dealer firm headquartered in Dallas, Texas. The firm was founded in 1946 as Southwest Securities, Inc. and they a subsidiary of Hilltop Securities Holdings LLC. Hilltop Securities provides a full array of trading and execution services for their clients. | Finance |
WESPAC Advisors SoCal LLC
![]() WESPAC Advisors SoCal LLC Investment ManagersFinance WESPAC Advisors SoCal LLC, dba Stonemark Wealth Management (Stonemark), is an independent registered investment advisor and wealth management firm headquartered in Pasadena, California. The firm was founded by Peter Chen in 2012. Stonemark provides discretionary investment advisory services to individuals, high net worth individuals, trusts and estates, pension and profit sharing plans, and individual participants of retirement plans. | Finance |
M. L. Stern & Co. LLC
![]() M. L. Stern & Co. LLC Investment Banks/BrokersFinance Founded in1980, M.L. Stern & Co. LLC is a registered investment adviser firm headquartered in Beverly Hills, California. The firm is a subsidiary of SWS Group, Inc. (NYSE: SWS). | Finance |
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