Profil
Mr. David C.
Eaton is Vice President at Stanley-Laman Group Ltd.
He is also a co-founder of the firm and has over 30 years of experience in estate planning and wealth management for ultra-wealthy business owners and families.
He is responsible for individual client relations and the firm's marketing to those who are not yet clients.
He received his BS degree in Business and Economics from Lehigh University and holds both the Chartered Financial Consultant and Chartered Life Underwriter designations from the American College.
In addition he is an active member of the Financial Planning Association, International Association for Financial Planning Philadelphia Estate Planning Council and the Society of Financial Service Professionals.
Postes actifs de David Caldwell Eaton
| Sociétés | Poste | Début |
|---|---|---|
Stanley-Laman Group Ltd.
 Stanley-Laman Group Ltd. Investment ManagersFinance Stanley-Laman Group Ltd. (SLG) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 1991 and is principally owned by William Stanley, James Laman, and David Eaton. SLG provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, endowments, foundations, trusts, estates, LLCs and corporations. | Fondateur | 01/01/1991 |
Formation de David Caldwell Eaton
| Lehigh University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Stanley-Laman Group Ltd.
Stanley-Laman Group Ltd. Investment ManagersFinance Stanley-Laman Group Ltd. (SLG) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 1991 and is principally owned by William Stanley, James Laman, and David Eaton. SLG provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, endowments, foundations, trusts, estates, LLCs and corporations. | Finance |
