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  • www.advantagefamilyoffice.com
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Founder : Juan Sanchez, Born in 1971. Spanish national. Juan has 24 years of experience in the investment management and banking industry. As former Head of Investment and Advisory at HSBC Private Bank (Suisse) SA, he provided investment advise for..
Relevance: 22.266853
  • us.rbcwealthmanagement.com
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Greg specializes in wealth management for high net worth individuals, business owners, and their families. Utilizing his strong technical background and thorough product knowledge he creates, manages, and monitors investment portfolios tailored to..
Relevance: 22.148264
  • www.inntechawards.com
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which is a leading global investment management firm. He worked there for 5 years and 8 months... automotive space and was a part of his family car dealership business before he found his calling in... Management, Ahemdabad and B.E. in Mechanical..
Relevance: 22.121508
  • www.mfmfinancial.com
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As chief operating officer of MFM, John is responsible for the day to day management of the company. His interest in the investment markets began in the mid 1970's during college. He began his career with the Continental Insurance Company of New..
Relevance: 21.01903
  • www.buxtoninvestments.com
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Advisory services offered through Creative Financial Designs, Inc., a registered investment advisor. Buxton Investment Management, LLC is not affiliated with Creative Financial Designs... <p>Christopher M. Buxton, CFP® is an investment advisor in..
Relevance: 20.951315
  • www.rule2advisors.com
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Von has been offering a broad array of wealth management and investment services and alternative investments since 2001. Joining Stifel in 2018, he helps his clients plan for retirement by developing customized risk mitigation strategies while..
Relevance: 20.716831
  • www.michaelcolemanphd.com
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Michael Coleman, Ph.D. is the President of Seagull Lane Asset Management LLC. To insure that he and his staff can give every client personalized service, he currently limits his practice to 160 families. He has been in the financial field for 37..
Relevance: 20.6995
  • aminzameni.com
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Amin Zameni has been a real estate broker since 1985. Over his substantial career, he has managed and sold thousands of properties. His expertise in representing buyers and sellers and ability to forge solid relationships with strategic partners sets..
Relevance: 20.682705
  • adamwylychenko.com
After getting his degree, Adam built business plans for early and startup stage privately-owned companies, while investing in a business of his own. He was hired by a large public company to develop a plan for a new business unit in the healthcare..
Relevance: 20.556002
  • www.dockenrealty.com
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Gib Docken has had a vision of success in real estate since high school, and he made sound decisions throughout college to help achieve that success. Gib earned a Bachelor's Degree from the Business School at the University of Wisconsin - Madison in..
Relevance: 20.543978
  • masteryourfinances.us
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(Host) Kurtis Baker is a Certified Financial Planner™ and an Accredited Investment Fiduciary™ professional with Certified Wealth Management & Investment, LLC an independent Registered Investment Advisory firm. He is a graduate of the United States..
Relevance: 20.489786
  • www.buckb.com
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"Buck" worked with Fortune 500 companies for 25 years. As an independent Real Estate consultant these past 20 + years, he has committed himself 100% to helping his clients reach their goals and realize their dreams. His maturity and experience will..
Relevance: 20.322159
  • www.meschelwealth.com
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Meschel Wealth Management LLC is a Registered Investment Advisory (RIA) firm led by David G. Meschel CPA, CFP®. Dave is a fee-only investment advisor providing comprehensive financial planning for his clients, as well as structuring and maintaining..
Relevance: 20.283367
  • www.kevinboeh.com
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Dr. Kevin K. Boeh joined the Finance Faculty at the U. of Washington (Foster School of Business) in fall 2018 after three years at U. of Florida where he was a Visiting Associate Professor. Before that he was a Visiting Scholar the U. of Washington...
Relevance: 20.275644
  • www.johnsonasset.com
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Johnson Asset Management is an independent investment management firm focused on both investment grade fixed income and domestic equity securities. Our dedicated team of professionals has extensive experience and understanding of the unique..
Relevance: 20.272287
  • www.activeinvestmentmgmt.com
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Active Investment Management, LLC is owned by David A. Wagner. Mr. Wagner has been an Investment Advisor for 29 years. Prior to opening his own business in 2003, he was employed by major brokerage firms for 16 years. He holds a BA in Mathematics from..
Relevance: 20.187754
  • www.williamjennings.com
Dr. Jennings serves the community and Air Force via various investment committees overseeing over $35 billion in endowment and pension funds. In this capacity he has had both operational and oversight experience across a range of fiduciary investment..
Relevance: 20.136002
  • sungardeninvestment.com
Sungarden Investment Publishing, LLC (SIP) is a Florida-based investment publishing and research company. It is the successor business to Sungarden Investment Management, whose roots in investment advisory and client service date back to the 1980s...
Relevance: 20.092703
  • nesbittburns.bmo.com
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Ian Leith has over 40 years of experience in the investment industry and has an impressive track record in satisfying the investment needs of his clients.He is well known for his conservative, long-term approach to investing. He specializes in..
Relevance: 20.092348
  • www.therawealth.net
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TheraWealth, LLC is located in Fort Worth, Texas. Michael Kremer,CFP® has been serving clients for over 20 years in the financial industry. He works primarily with front-line medical professionals, and specializes in retirement planning and..
Relevance: 20.084633
  • chelseamanagement.com
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Chelsea Management Company was founded in 1971 by Frederick Ruopp to provide investment counsel to individual and institutional clients. As CEO, Chairman, and Chief Investment Officer from the firm's inception to the time of his death in 2019, Mr...
Relevance: 20.020678
  • ca.rbcwealthmanagement.com
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George Stedman manages personal assets for 100 families through RBC Dominion Securities' Private Investment Management program. He brings you the benefit of his many years of experience and personalized service founded on a proven investment..
Relevance: 19.989605
  • chuckvota.com
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A Graduate of MIT's Sloan School of Management in 1975. Chuck VoTa, prior to being a financial advisor, has spent over 35 years providing services to his clients in the area of banking, commercial lending and real estate investment... He holds the..
Relevance: 19.98365
  • www.prokopecwealth.com
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Prokopec Wealth Management is an independent financial services firm based in Columbus, Nebraska. Working with individuals, families, and small business owners in all stages of life, we offer comprehensive investment management, financial and..
Relevance: 19.97946
  • www.michaelstreatfield.com
Prior to his DPhil, Michael worked in the investment industry for 15 years in London and South Africa. He has gained experience across the arena in financial analysis, multi-management, investment product development, strategy, and quantitative..
Relevance: 19.974298
  • www.steveshippconsulting.com
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Steve's career in financial services began in 1989 when he joined an investment banking firm in Denver to train with seasoned stockbrokers and received his Series 7. His career path then led him to one of the pioneers in the investment advisory..
Relevance: 19.969898
  • www.danielstrachman.com
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Throughout his extensive career, Daniel has worked in hedge fund and mutual fund product development and marketing as well as institutional brokerage and investment management at firms including Cantor Fitzgerald & Company, Morgan Stanley & Company,..
Relevance: 19.929125
  • www.brucerandallwattsjr.com
Currently the Senior Managing Director at The Boston Company Asset Management, LLC, Bruce Randall Watts, Jr., holds a Bachelor of Arts in American Studies from the University of Virginia. After completing his formal education, he began his career as..
Relevance: 19.91186
  • www.navigationshomeinspection.com
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Joel Duneske is a family man. He graduated from Eastern Michigan University, is licensed in real estate, and his professional career was in quality assurance management... He understands the importance of a good home and wants to make sure you are..
Relevance: 19.838793
  • advancedre.com
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Ned has been in the real estate business for decades, and he has assembled a top notch team of specialists uniquely suited to make his clients' real estate investments extremely successful. Ned is the person who directs all of the real estate..
Relevance: 19.83741