Craig Thomas Forbes
Directeur Général chez Alpha Omega Wealth Management LLC
Postes actifs de Craig Thomas Forbes
Sociétés | Poste | Début | Fin |
---|---|---|---|
Alpha Omega Wealth Management LLC
Alpha Omega Wealth Management LLC Investment ManagersFinance Alpha Omega Wealth Management LLC (Alpha Omega) is a SEC-registered investment adviser headquartered in Richmond, Virginia. The firm was founded in 2009 by Craig Forbes, LeAnn G. Mitchell and William “Art” Washburn. The firm is a subsidiary of AO Wealth Holding Co. LLC. Alpha Omega provides discretionary and/or non-discretionary investment advisory services to individuals, business entities, trusts, estates, and charitable organizations. | Directeur Général | 27/02/2009 | - |
Fondateur | 27/02/2009 | - | |
Gestionnaire de Portefeuille-Actions | 27/02/2009 | - |
Historique de carrière de Craig Thomas Forbes
Anciens postes connus de Craig Thomas Forbes
Sociétés | Poste | Début | Fin |
---|---|---|---|
SunTrust Capital Markets, Inc. | Corporate Officer/Principal | - | - |
Formation de Craig Thomas Forbes
Virginia Military Institute | Undergraduate Degree |
The College of William & Mary | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 5 |
Opérationnelle
Chief Executive Officer | 1 |
Founder | 1 |
Portfolio Manager-Equities | 1 |
Sectorielle
Finance | 3 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 2 |
---|---|
Alpha Omega Wealth Management LLC
Alpha Omega Wealth Management LLC Investment ManagersFinance Alpha Omega Wealth Management LLC (Alpha Omega) is a SEC-registered investment adviser headquartered in Richmond, Virginia. The firm was founded in 2009 by Craig Forbes, LeAnn G. Mitchell and William “Art” Washburn. The firm is a subsidiary of AO Wealth Holding Co. LLC. Alpha Omega provides discretionary and/or non-discretionary investment advisory services to individuals, business entities, trusts, estates, and charitable organizations. | Finance |
SunTrust Capital Markets, Inc. | Finance |
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