Josh Betts
Directeur Général chez Aletheian Wealth Advisors LLC
Profil
Joshua Ray Betts is the founder and Chief Executive Officer & Managing Partner of Aletheian Wealth Advisors LLC since 2019.
He founded the company in 2019.
He was a Managing Director at Windhaven Investment Management, Inc. He was a Regional Vice President at Claymore Securities, Inc. from 2007 to 2008.
From 2008 to 2014, he worked at Invesco Capital Management LLC as a Vice President & Senior Portfolio Manager from 2012 to 2014 and as a Portfolio Consultant.
Mr. Betts completed his undergraduate degree from Oregon State University in 1999 and his graduate degree from The Moody Bible Institute of Chicago in 2003.
Postes actifs de Josh Betts
| Sociétés | Poste | Début |
|---|---|---|
Aletheian Wealth Advisors LLC
 Aletheian Wealth Advisors LLC Investment ManagersFinance Aletheian Wealth Advisors LLC is a registered investment adviser that serves successful families with complex estate planning and asset management needs. Aletheian Wealth Advisors is based in Bellevue, WA and was founded in 2019 by Joshua Ray Betts, who has been the CEO since then. The private company offers advanced financial planning, tailored investment management, and comprehensive family office services. The company helps clients create a lasting legacy that defines their personal values, mission, and vision for coming generations. | Directeur Général | 01/05/2019 |
Anciens postes connus de Josh Betts
| Sociétés | Poste | Fin |
|---|---|---|
Invesco Capital Management LLC
 Invesco Capital Management LLC Investment ManagersFinance Invesco Capital Management LLC (ICM) is a SEC-registered investment advisor headquartered in Downers Grove, Illinois. The firm was founded in 2003 and was formerly known Invesco PowerShares Capital Management LLC. They are a direct subsidiary of Invesco Group Services, Inc. and their ultimate parent is Invesco Ltd. (NYSE: IVZ). ICM serves as the investment adviser to the exchange-traded funds. | Gestionnaire de Portefeuille-Actions | 30/04/2014 |
Invesco Capital Management LLC
Invesco Capital Management LLC Investment ManagersFinance Invesco Capital Management LLC (ICM) is a SEC-registered investment advisor headquartered in Downers Grove, Illinois. The firm was founded in 2003 and was formerly known Invesco PowerShares Capital Management LLC. They are a direct subsidiary of Invesco Group Services, Inc. and their ultimate parent is Invesco Ltd. (NYSE: IVZ). ICM serves as the investment adviser to the exchange-traded funds. | Corporate Officer/Principal | - |
Windhaven Investment Management, Inc.
 Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | Gestionnaire de Portefeuille-Actions | - |
Claymore Securities, Inc.
 Claymore Securities, Inc. Investment ManagersFinance Founded in 2001 by David Hooten, Claymore Securities, Inc. is a registered investment advisor based in Lilse, Illinois with offices in Conshohocken, Pennsylvania and Princeton, New Jersey. The firm also does business as Claymore Advisors LLC. They are a subsidiary of the Claymore Group, Inc. The firm is a wholly-owned subsidiary of Guggenheim Capital LLC, a global, independent, privately-held, diversified financial services firm that, through their affiliates, provides investment management, investment advisory, insurance, investment banking and capital markets services. Guggenheim Capital is headquartered in Chicago and New York City with offices throughout the US, Europe and Asia. Claymore Securities provides investment management services to financial advisors and their clients. | Corporate Officer/Principal | 31/07/2008 |
Formation de Josh Betts
| Oregon State University | Undergraduate Degree |
| The Moody Bible Institute of Chicago | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Invesco Capital Management LLC
Invesco Capital Management LLC Investment ManagersFinance Invesco Capital Management LLC (ICM) is a SEC-registered investment advisor headquartered in Downers Grove, Illinois. The firm was founded in 2003 and was formerly known Invesco PowerShares Capital Management LLC. They are a direct subsidiary of Invesco Group Services, Inc. and their ultimate parent is Invesco Ltd. (NYSE: IVZ). ICM serves as the investment adviser to the exchange-traded funds. | Finance |
Claymore Securities, Inc.
Claymore Securities, Inc. Investment ManagersFinance Founded in 2001 by David Hooten, Claymore Securities, Inc. is a registered investment advisor based in Lilse, Illinois with offices in Conshohocken, Pennsylvania and Princeton, New Jersey. The firm also does business as Claymore Advisors LLC. They are a subsidiary of the Claymore Group, Inc. The firm is a wholly-owned subsidiary of Guggenheim Capital LLC, a global, independent, privately-held, diversified financial services firm that, through their affiliates, provides investment management, investment advisory, insurance, investment banking and capital markets services. Guggenheim Capital is headquartered in Chicago and New York City with offices throughout the US, Europe and Asia. Claymore Securities provides investment management services to financial advisors and their clients. | Finance |
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | Finance |
Aletheian Wealth Advisors LLC
Aletheian Wealth Advisors LLC Investment ManagersFinance Aletheian Wealth Advisors LLC is a registered investment adviser that serves successful families with complex estate planning and asset management needs. Aletheian Wealth Advisors is based in Bellevue, WA and was founded in 2019 by Joshua Ray Betts, who has been the CEO since then. The private company offers advanced financial planning, tailored investment management, and comprehensive family office services. The company helps clients create a lasting legacy that defines their personal values, mission, and vision for coming generations. | Finance |
