![Michael Yongue](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Michael Yongue, CFA, is a Chief Compliance Officer & Chief Compliance Officer at Private Wealth Partners LLC.
He has worked in the wealth management industry for 15 years on both the planning and advisory sides.
Prior to joining PWP, Mr. Yongue headed the Wealth Management & Trust department for a regional bank in Marin County.
He earned his undergraduate degree from San Diego State University and his Juris Doctorate from California Western School of Law in San Diego.
He is a CFA Charterholder.
Aktive Positionen von Michael Yongue
| Unternehmen | Position | Beginn |
|---|---|---|
Private Wealth Partners LLC
 Private Wealth Partners LLC Investment ManagersFinance PWP offers active direct-investment in high-quality individual growth securities of Preferred, REITs and Fixed-income products. The firm employs a Total Return Approach with freedom to strongly tilt towards the most attractive themes, utilizing a breadth of product offerings across all asset classes. | Compliance Officer | 01.06.2022 |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
5
Beziehungen ersten Grades
1
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Private Wealth Partners LLC
Private Wealth Partners LLC Investment ManagersFinance PWP offers active direct-investment in high-quality individual growth securities of Preferred, REITs and Fixed-income products. The firm employs a Total Return Approach with freedom to strongly tilt towards the most attractive themes, utilizing a breadth of product offerings across all asset classes. | Finance |
