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Historique de carrière de Bret A. Doucette
Anciens postes connus de Bret A. Doucette
Sociétés | Poste | Début | Fin |
---|---|---|---|
Highline Wealth Management LLC
![]() Highline Wealth Management LLC Investment ManagersFinance Highline Wealth Management LLC is a wealth management firm and registered investment advisor headquartered in Rockville, Maryland. Neal Simon, the firm's CEO, founded Highline's predecessor entity, Meltzer Wealth Management, in September 2002. In March 2007, Mr. Simon formed Highline, which acquired all of the assets of Meltzer Wealth Management. Previously, the firm was primarily owned by Simon Management Co. Highline was acquired by Bronfman E.L. Rothschild LP in August 2015. The firm provides investment management services to individuals, trusts, corporations, and pension and profit sharing plans. | Analyst-Equity | 01/05/2011 | 01/02/2014 |
Formation de Bret A. Doucette
Wake Forest University | Graduate Degree |
University of Virginia | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 4 |
Opérationnelle
Analyst-Equity | 1 |
Graduate Degree | 1 |
Undergraduate Degree | 1 |
Sectorielle
Consumer Services | 3 |
Finance | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 1 |
---|---|
Highline Wealth Management LLC
![]() Highline Wealth Management LLC Investment ManagersFinance Highline Wealth Management LLC is a wealth management firm and registered investment advisor headquartered in Rockville, Maryland. Neal Simon, the firm's CEO, founded Highline's predecessor entity, Meltzer Wealth Management, in September 2002. In March 2007, Mr. Simon formed Highline, which acquired all of the assets of Meltzer Wealth Management. Previously, the firm was primarily owned by Simon Management Co. Highline was acquired by Bronfman E.L. Rothschild LP in August 2015. The firm provides investment management services to individuals, trusts, corporations, and pension and profit sharing plans. | Finance |
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