Patrick David Powers
Directeur en chef des Investissements chez BFSG LLC
Postes actifs de Patrick David Powers
Sociétés | Poste | Début | Fin |
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BFSG LLC
BFSG LLC Investment ManagersFinance Founded in 1990, BFSG LLC is a an SEC-registered investment advisor located in Irvine, California. In Jamuary 2017, BFSG's parent company, Focus Operating LLC, acquired Pacwest Financial Management, Inc., an SEC-registered investment advisor. Pacwest Financial Management, Inc. and BFSG have been merged into a single registered investment adviser, BFSG LLC, doing business as Benefit Financial Services Group (BFSG). BFSG has two divisions: BFS Institutional Services and BFS Wealth Management. Pacwest operates as a unit of BFS Wealth Management, doing business as Pacwest and Pacwest, a part of the BFS Wealth Management division. BFSG's clients include individuals, high net-worth individuals, pooled investment vehicles, pension and profiting sharing plans, charitable organizations, and corporations or other businesses. | Directeur en chef des Investissements | 01/01/2016 | - |
Membre du Comité d'Investissement | 01/01/2016 | - |
Historique de carrière de Patrick David Powers
Anciens postes connus de Patrick David Powers
Sociétés | Poste | Début | Fin |
---|---|---|---|
Powers Capital Investments, Inc.
Powers Capital Investments, Inc. Investment ManagersFinance Founded by Patrick Powers in 2007, Powers Capital Investments, Inc. is an investment advisor firm located in Anaheim Hills, California | Directeur en chef des Investissements | 01/01/2007 | 01/01/2016 |
Fondateur | 25/08/2010 | 01/01/2016 | |
Gestionnaire de Portefeuille-Actions | 01/01/2007 | 01/01/2016 | |
President | 01/01/2007 | 01/01/2016 | |
Riverplace Capital Management, Inc.
Riverplace Capital Management, Inc. Investment ManagersFinance Riverplace Capital Management, Inc. (Riverplace Capital) is an independent SEC-registered asset management firm headquartered in Jacksonville, Florida. The firm was founded by Peter Bower and Charles Thompson in 1998. Riverplace Capital provides personalized, confidential financial planning and investment management to high-net worth individuals, small business owners, and families. | Analyst-Equity | 01/01/2002 | 05/05/2008 |
Membre du Comité d'Investissement | 01/01/2002 | 05/05/2008 | |
Gestionnaire de Portefeuille-Actions | 01/01/2002 | 05/05/2008 | |
KPMG, Inc.
KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Corporate Officer/Principal | - | - |
Formation de Patrick David Powers
California State University-Fullerton | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 5 |
Canada | 2 |
Opérationnelle
Investment Committee Member | 2 |
Portfolio Manager-Equities | 2 |
Chief Investment Officer | 2 |
Sectorielle
Finance | 4 |
Commercial Services | 2 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 4 |
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Riverplace Capital Management, Inc.
Riverplace Capital Management, Inc. Investment ManagersFinance Riverplace Capital Management, Inc. (Riverplace Capital) is an independent SEC-registered asset management firm headquartered in Jacksonville, Florida. The firm was founded by Peter Bower and Charles Thompson in 1998. Riverplace Capital provides personalized, confidential financial planning and investment management to high-net worth individuals, small business owners, and families. | Finance |
Powers Capital Investments, Inc.
Powers Capital Investments, Inc. Investment ManagersFinance Founded by Patrick Powers in 2007, Powers Capital Investments, Inc. is an investment advisor firm located in Anaheim Hills, California | Finance |
KPMG, Inc.
KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Commercial Services |
BFSG LLC
BFSG LLC Investment ManagersFinance Founded in 1990, BFSG LLC is a an SEC-registered investment advisor located in Irvine, California. In Jamuary 2017, BFSG's parent company, Focus Operating LLC, acquired Pacwest Financial Management, Inc., an SEC-registered investment advisor. Pacwest Financial Management, Inc. and BFSG have been merged into a single registered investment adviser, BFSG LLC, doing business as Benefit Financial Services Group (BFSG). BFSG has two divisions: BFS Institutional Services and BFS Wealth Management. Pacwest operates as a unit of BFS Wealth Management, doing business as Pacwest and Pacwest, a part of the BFS Wealth Management division. BFSG's clients include individuals, high net-worth individuals, pooled investment vehicles, pension and profiting sharing plans, charitable organizations, and corporations or other businesses. | Finance |
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