Profil
Donald McKeage Finsthwait is the founder of Stanford Investment Group, Inc. which was founded in 1982.
He held the title of Wealth Advisor from 1982 to 2017.
He also worked as Director of Wealth Management at Aspiriant LLC and as Principal at Capital Analysts LLC.
Mr. Finsthwait received his undergraduate degree from Clarkson College in 1961.
Anciens postes connus de Don Finsthwait
| Sociétés | Poste | Fin |
|---|---|---|
Stanford Investment Group, Inc.
 Stanford Investment Group, Inc. Investment ManagersFinance Founded in 1982 by Donald Finsthwait and Robert Gee, Stanford Investment Group, Inc. is a registered investment advisor located in Mountain View, California. The firm provides investment management services to high net-worth individuals, pension and profit sharing plans and corporations. | Fondateur | 01/02/2017 |
Aspiriant LLC
 Aspiriant LLC Investment ManagersFinance Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases. | Gestionnaire de Portefeuille-Actions | - |
Capital Analysts LLC
 Capital Analysts LLC Investment ManagersFinance Capital Analysts LLC (CA) is a registered investment advisor headquartered in Fort Washington, Pennsylvania. The firm was founded in 2012 and is directly owned by Lincoln Investment Capital Holdings LLC. CA offers investment advisory services through a network of investment adviser representatives (Advisors) located throughout the US. They primarily serve individuals, high net-worth individuals, trusts, institutions, foundations, businesses, and charitable organizations as well as the retirement assets of individuals and businesses, individual retirement accounts (IRAs) and employer sponsored ERISA plans. | Corporate Officer/Principal | - |
Formation de Don Finsthwait
| Clarkson College | Undergraduate Degree |
Expériences
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Relations au 1er degré
Entreprises liées au 1er degré
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| Entreprise privées | 3 |
|---|---|
Stanford Investment Group, Inc.
Stanford Investment Group, Inc. Investment ManagersFinance Founded in 1982 by Donald Finsthwait and Robert Gee, Stanford Investment Group, Inc. is a registered investment advisor located in Mountain View, California. The firm provides investment management services to high net-worth individuals, pension and profit sharing plans and corporations. | Finance |
Capital Analysts LLC
Capital Analysts LLC Investment ManagersFinance Capital Analysts LLC (CA) is a registered investment advisor headquartered in Fort Washington, Pennsylvania. The firm was founded in 2012 and is directly owned by Lincoln Investment Capital Holdings LLC. CA offers investment advisory services through a network of investment adviser representatives (Advisors) located throughout the US. They primarily serve individuals, high net-worth individuals, trusts, institutions, foundations, businesses, and charitable organizations as well as the retirement assets of individuals and businesses, individual retirement accounts (IRAs) and employer sponsored ERISA plans. | Finance |
Aspiriant LLC
Aspiriant LLC Investment ManagersFinance Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases. | Finance |
