John C. Ogle
Directeur en chef des Investissements chez Atlas Private Wealth Management LLC
Postes actifs de John C. Ogle
Sociétés | Poste | Début | Fin |
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Atlas Private Wealth Management LLC
Atlas Private Wealth Management LLC Investment ManagersFinance Atlas Private Wealth Management (Atlas) is a registered wealth management firm headquartered in Albany, New York. The firm was founded by Donald D. Dion in 1995 as Dion Money Management, Inc. They are a subsidiary of Connectus Group LLC and their ultimate parent is Focus Financial Partner, Inc. (NASDAQ: FOCS). Atlas provides wealth management services, as well as investment management, personal financial planning, and retirement planning services for a variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations and small-business entities, charitable institutions, foundations, and trusts. | Directeur en chef des Investissements | 01/08/2014 | - |
Gestionnaire de Portefeuille-Actions | 01/08/2014 | - | |
Responsable de la banque privée | 01/08/2014 | - |
Historique de carrière de John C. Ogle
Formation de John C. Ogle
University of Massachusetts | Masters Business Admin |
Westfield State University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 4 |
Opérationnelle
Masters Business Admin | 1 |
Undergraduate Degree | 1 |
Chief Investment Officer | 1 |
Sectorielle
Consumer Services | 3 |
Finance | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 1 |
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Atlas Private Wealth Management LLC
Atlas Private Wealth Management LLC Investment ManagersFinance Atlas Private Wealth Management (Atlas) is a registered wealth management firm headquartered in Albany, New York. The firm was founded by Donald D. Dion in 1995 as Dion Money Management, Inc. They are a subsidiary of Connectus Group LLC and their ultimate parent is Focus Financial Partner, Inc. (NASDAQ: FOCS). Atlas provides wealth management services, as well as investment management, personal financial planning, and retirement planning services for a variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations and small-business entities, charitable institutions, foundations, and trusts. | Finance |
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