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Nathan Sonnenberg
Directeur en chef des Investissements chez AdvicePeriod LLC
Profil
Nathan Sonnenberg is currently the Chief Investment Officer at AdvicePeriod LLC.
Prior to this, he held the same position at Glassman Wealth Services LLC and Fortigent LLC.
He completed his undergraduate degree at the University of Virginia.
Postes actifs de Nathan Sonnenberg
Sociétés | Poste | Début |
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AdvicePeriod LLC
![]() AdvicePeriod LLC Investment ManagersFinance AdvicePeriod LLC is a wealth management firm headquartered in Los Angeles, California. The firm was founded by Steven Lockshin in 2013 and is majority owned by Mariner Wealth Advisors LLC. AdvicePeriod provides advisory services to individuals, trusts, estates, family entities, charitable organizations, corporations, and other business entities. | Directeur en chef des Investissements | - |
Anciens postes connus de Nathan Sonnenberg
Sociétés | Poste | Fin |
---|---|---|
Fortigent LLC
![]() Fortigent LLC Investment ManagersFinance Fortigent LLC provides wealth management solutions and consulting services to independent advisors. The company was founded in 1994 and is headquartered in Rockville, MD. | Corporate Officer/Principal | - |
Glassman Wealth Services LLC
![]() Glassman Wealth Services LLC Investment ManagersFinance Glassman Wealth Services LLC (GWS) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Vienna, Virginia. The firm was founded by Barry Glassman in 2009. GWS offers investment advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, and charitable organizations. | Directeur en chef des Investissements | - |
Formation de Nathan Sonnenberg
University of Virginia | Undergraduate Degree |
Expériences
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Sociétés liées
Entreprise privées | 3 |
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Glassman Wealth Services LLC
![]() Glassman Wealth Services LLC Investment ManagersFinance Glassman Wealth Services LLC (GWS) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Vienna, Virginia. The firm was founded by Barry Glassman in 2009. GWS offers investment advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, and charitable organizations. | Finance |
Fortigent LLC
![]() Fortigent LLC Investment ManagersFinance Fortigent LLC provides wealth management solutions and consulting services to independent advisors. The company was founded in 1994 and is headquartered in Rockville, MD. | Finance |
AdvicePeriod LLC
![]() AdvicePeriod LLC Investment ManagersFinance AdvicePeriod LLC is a wealth management firm headquartered in Los Angeles, California. The firm was founded by Steven Lockshin in 2013 and is majority owned by Mariner Wealth Advisors LLC. AdvicePeriod provides advisory services to individuals, trusts, estates, family entities, charitable organizations, corporations, and other business entities. | Finance |