Aktive Positionen von Mark Andersen
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Callan LLC
Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Analyst-Equity | 01.03.2006 | - |
Marktstratege | 01.03.2006 | - |
Karriereverlauf von Mark Andersen
Ehemalige bekannte Positionen von Mark Andersen
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Robert W. Duggan & Associates
Robert W. Duggan & Associates Investment ManagersFinance Robert W. Duggan & Associates provides investment advisory services. The firm also offers portfolio management, financial planning, and consulting services. The company was founded by Robert W. Duggan and is headquartered in Santa Barbara, CA. | Corporate Officer/Principal | - | - |
Wipfli Financial Advisors LLC
Wipfli Financial Advisors LLC Investment ManagersFinance Wipfli Financial Advisors LLC (Wipfli Financial) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1999 under the name Hewins Financial Advisors LLC and became Wipfli Financial Advisors in 2018. They were acquired by Creative Planning LLC in 2022. Wipfli Financial offers investment advisory and financial planning services to individuals, couples, families, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations located throughout the US. | Corporate Officer/Principal | - | - |
Ausbildung von Mark Andersen
University of California, Santa Barbara | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 5 |
Operativ
Corporate Officer/Principal | 2 |
Analyst-Equity | 1 |
Market Strategist | 1 |
Sektoral
Finance | 4 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 3 |
---|---|
Callan LLC
Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Finance |
Wipfli Financial Advisors LLC
Wipfli Financial Advisors LLC Investment ManagersFinance Wipfli Financial Advisors LLC (Wipfli Financial) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1999 under the name Hewins Financial Advisors LLC and became Wipfli Financial Advisors in 2018. They were acquired by Creative Planning LLC in 2022. Wipfli Financial offers investment advisory and financial planning services to individuals, couples, families, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations located throughout the US. | Finance |
Robert W. Duggan & Associates
Robert W. Duggan & Associates Investment ManagersFinance Robert W. Duggan & Associates provides investment advisory services. The firm also offers portfolio management, financial planning, and consulting services. The company was founded by Robert W. Duggan and is headquartered in Santa Barbara, CA. | Finance |
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