Profil
Richard Aron Tregerman worked as a Partner at Veritable LP from 1998 to 2020.
He holds an MBA from Southern Methodist University and an undergraduate degree from State University of New York at Binghamton.
Anciens postes connus de Rich Tregerman
| Sociétés | Poste | Fin |
|---|---|---|
Veritable LP
 Veritable LP Investment ManagersFinance Veritable LP is a SEC-registered investment advisor and wealth management firm headquartered in Newtown Square, Pennsylvania. The firm was founded by Michael Stolper in 1986 as Stolper & Co. They are a subsidiary of Pathstone Family Office LLC, which is owned by Pathstone Holdings LLC. Veritable primarily provides discretionary investment supervisory services to high net-worth families, which includes individual family members and their family-related entities, such as trusts, estates and private charitable organizations. | Gestionnaire de Portefeuille-Actions | 01/07/2020 |
Formation de Rich Tregerman
| State University of New York at Binghamton | Undergraduate Degree |
| Southern Methodist University | Masters Business Admin |
Expériences
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Relations au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Veritable LP
Veritable LP Investment ManagersFinance Veritable LP is a SEC-registered investment advisor and wealth management firm headquartered in Newtown Square, Pennsylvania. The firm was founded by Michael Stolper in 1986 as Stolper & Co. They are a subsidiary of Pathstone Family Office LLC, which is owned by Pathstone Holdings LLC. Veritable primarily provides discretionary investment supervisory services to high net-worth families, which includes individual family members and their family-related entities, such as trusts, estates and private charitable organizations. | Finance |
