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Mitch Goldfeld
Mitglied des Investmentausschusses bei RPg Family Wealth Advisory LLC
Ursprung des Netzwerks ersten Grades von Mitch Goldfeld
Einheit | Art der Einheit | Industrie | |
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RPg Family Wealth Advisory LLC
![]() RPg Family Wealth Advisory LLC Investment ManagersFinance RPg Family Wealth Advisory LLC (FWA) is a registered investment advisor and multi-family office headquartered in Burlington, Massachusetts. Itwas founded by David M. Gatti and Jason A. McGinty in 2011. The firm is a wholly-owned subsidiary of Risk Paradigm Group Holdings LLC. FWA provides customized wealth advisory services to individuals, high net worth individuals, trusts, estates, charities, businesses and retirement plans.
5
| Subsidiary | Investment Managers | 5 |
Detwiler Fenton Investment Management LLC
![]() Detwiler Fenton Investment Management LLC Investment ManagersFinance Detwiler Fenton Investment Management LLC provides tactical advisory and portfolio management services. Its advisory management practice is a holistic application of its institutional research and knowledge-based investing heritage. The firm’s managers oversee a number of core investment models and strategies, some more suited to specific periods in the business and market cycles and more opportunistic strategies are continuously being constructed, allowing customers to gain managed exposure to relevant market opportunity for defined periods of time. The company is headquartered in Boston, MA.
4
| Extinct | Investment Managers | 4 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Mitch Goldfeld
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Boston University | College/University | Undergraduate Degree | |
Arthur Andersen LLP
![]() Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Texas State University | College/University | Undergraduate Degree | |
University of Massachusetts | College/University | Undergraduate Degree | |
Bentley University | College/University | Undergraduate Degree | |
Denison University | College/University | Undergraduate Degree | |
The University of Texas at Austin | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 7 |
Israel | 2 |
Vereinigtes Königreich | 2 |
Sektoral
Consumer Services | 7 |
Finance | 2 |
Commercial Services | 2 |
Operativ
Portfolio Manager-Equities | 10 |
Undergraduate Degree | 6 |
Corporate Officer/Principal | 5 |
Investment Committee Member | 4 |
Founder | 3 |
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