Mike Passalinqua
Portfolio Manager-Aktien bei CapFinancial Partners LLC
Aktive Positionen von Mike Passalinqua
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
CapFinancial Partners LLC
 CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families. | Portfolio Manager-Aktien | 01.01.2021 | - |
Karriereverlauf von Mike Passalinqua
Ehemalige bekannte Positionen von Mike Passalinqua
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
Hefren-Tillotson, Inc.
 Hefren-Tillotson, Inc. Investment ManagersFinance Hefren-Tillotson, Inc. (HT) is a registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded by Willard J. “Bill” Tillotson in 1948. In 2022 they were acquired by Robert W. Baird & Co., Inc., which is ultimately held by Baird Financial Group, Inc. HT provides a full-range of investment management services for Pension Funds, Non-Profit Organizations, Endowments, Foundations and Individuals. | Corporate Officer/Principal | 01.09.1992 | 01.12.1999 |
Private Wealth Advisors, Inc.
 Private Wealth Advisors, Inc. Investment ManagersFinance Founded in 2002, Private Wealth Advisors, Inc. is a registered investment advisor headquartered in Pittsburgh, Pennsylvania. | Mitglied des Investmentausschusses | 01.09.2003 | - |
| Portfolio Manager-Aktien | 01.09.2003 | - |
Ausbildung von Mike Passalinqua
| Grove City College | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 5 |
Operativ
| Portfolio Manager-Equities | 2 |
| Investment Committee Member | 1 |
| Undergraduate Degree | 1 |
Sektoral
| Finance | 4 |
| Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Private Wealth Advisors, Inc.
Private Wealth Advisors, Inc. Investment ManagersFinance Founded in 2002, Private Wealth Advisors, Inc. is a registered investment advisor headquartered in Pittsburgh, Pennsylvania. | Finance |
Hefren-Tillotson, Inc.
Hefren-Tillotson, Inc. Investment ManagersFinance Hefren-Tillotson, Inc. (HT) is a registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded by Willard J. “Bill” Tillotson in 1948. In 2022 they were acquired by Robert W. Baird & Co., Inc., which is ultimately held by Baird Financial Group, Inc. HT provides a full-range of investment management services for Pension Funds, Non-Profit Organizations, Endowments, Foundations and Individuals. | Finance |
CapFinancial Partners LLC
CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families. | Finance |
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