Aktive Positionen von Scott Gregory Klatt
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Rise Advisors LLC
Rise Advisors LLC Investment ManagersFinance Rise Advisors LLC provides investment advice. The private company is based in Rochester, NY. The company was founded by Scott Gregory Klatt. | Gründer | - | - |
Karriereverlauf von Scott Gregory Klatt
Ehemalige bekannte Positionen von Scott Gregory Klatt
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
NorthLanding Financial Partners LLC
NorthLanding Financial Partners LLC Investment ManagersFinance NorthLanding Financial Partners LLC (NLFP) is an independent, SEC-registered investment advisor headquartered in Rochester, New York. The firm manages client investment portfolios primarily on a discretionary basis but may also manage portfolios on a non-discretionary basis. NLFP provides its services primarily to high-net-worth individuals, but also to a limited number of trusts, estates, charitable organizations, corporations and other business entities. | Corporate Officer/Principal | 01.01.2013 | 01.10.2020 |
High Falls Advisors, Inc.
High Falls Advisors, Inc. Investment ManagersFinance High Falls Advisors, Inc. (HFA) is an independent, SEC-registered investment advisor headquartered in Rochester, New York. The firm was founded by James McBride and James Englert in 2008 as a successor to James H. McBride, R.I.A. (formed in 1986). In 2012, the Founders changed the corporate structure from an LLC to a corporation. HFA provides management services to individuals, charitable foundations, small businesses, and trusts and estates. The majority of their clients are individual investors. | Corporate Officer/Principal | 01.01.2005 | 01.01.2013 |
Statistik
International
Vereinigte Staaten | 4 |
Operativ
Corporate Officer/Principal | 2 |
Founder | 1 |
Sektoral
Finance | 4 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 3 |
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Rise Advisors LLC
Rise Advisors LLC Investment ManagersFinance Rise Advisors LLC provides investment advice. The private company is based in Rochester, NY. The company was founded by Scott Gregory Klatt. | Finance |
NorthLanding Financial Partners LLC
NorthLanding Financial Partners LLC Investment ManagersFinance NorthLanding Financial Partners LLC (NLFP) is an independent, SEC-registered investment advisor headquartered in Rochester, New York. The firm manages client investment portfolios primarily on a discretionary basis but may also manage portfolios on a non-discretionary basis. NLFP provides its services primarily to high-net-worth individuals, but also to a limited number of trusts, estates, charitable organizations, corporations and other business entities. | Finance |
High Falls Advisors, Inc.
High Falls Advisors, Inc. Investment ManagersFinance High Falls Advisors, Inc. (HFA) is an independent, SEC-registered investment advisor headquartered in Rochester, New York. The firm was founded by James McBride and James Englert in 2008 as a successor to James H. McBride, R.I.A. (formed in 1986). In 2012, the Founders changed the corporate structure from an LLC to a corporation. HFA provides management services to individuals, charitable foundations, small businesses, and trusts and estates. The majority of their clients are individual investors. | Finance |
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