Historique de carrière de Teri LaMar
Anciens postes connus de Teri LaMar
Sociétés | Poste | Début | Fin |
---|---|---|---|
Filament LLC
Filament LLC Investment ManagersFinance Filament LLC is a wealth management firm headquartered in Seattle, Washington. The firm was founded in 2005 by two CPAs — Scott Butterfield and Conrad Gehrmann – and attorney John Goodwin. In 2020, they became a subsidiary of Laird Norton Wealth Management LLC, which is ultimately owned by Laird Norton Co. LLC. Filament provides investment and financial advisory services predominantly to high net-worth individuals, families, and related family entities. Entities include trusts, estates, family foundations, family investment corporations, partnerships and small businesses. The firm also provides investment advisory services to institutional clients, including charities (and their endowments or foundations) and donor advised funds. | Gestionnaire de Portefeuille-Actions | 01/12/2009 | 01/12/2020 |
Cornerstone Advisors Asset Management, Inc.
Cornerstone Advisors Asset Management, Inc. Investment ManagersFinance Founded in 2001, Cornerstone Advisors, Inc. is a registered investment advisor located in Asheville, North Carolina | Corporate Officer/Principal | - | - |
Bristlecone Advisors LLC
Bristlecone Advisors LLC Investment ManagersFinance Bristlecone Advisors LLC (Bristlecone) is an independent, SEC-registered investment advisory firm and multi-family office headquartered in Seattle, Washington. The firm was founded by Keith Vernon in 1999. Bristlecone offers integrated wealth management and family office services to high net-worth individuals and families. | Corporate Officer/Principal | - | - |
Formation de Teri LaMar
Seattle University | Graduate Degree |
Seattle Pacific University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 6 |
Opérationnelle
Corporate Officer/Principal | 2 |
Portfolio Manager-Equities | 1 |
Graduate Degree | 1 |
Sectorielle
Finance | 4 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 3 |
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Filament LLC
Filament LLC Investment ManagersFinance Filament LLC is a wealth management firm headquartered in Seattle, Washington. The firm was founded in 2005 by two CPAs — Scott Butterfield and Conrad Gehrmann – and attorney John Goodwin. In 2020, they became a subsidiary of Laird Norton Wealth Management LLC, which is ultimately owned by Laird Norton Co. LLC. Filament provides investment and financial advisory services predominantly to high net-worth individuals, families, and related family entities. Entities include trusts, estates, family foundations, family investment corporations, partnerships and small businesses. The firm also provides investment advisory services to institutional clients, including charities (and their endowments or foundations) and donor advised funds. | Finance |
Bristlecone Advisors LLC
Bristlecone Advisors LLC Investment ManagersFinance Bristlecone Advisors LLC (Bristlecone) is an independent, SEC-registered investment advisory firm and multi-family office headquartered in Seattle, Washington. The firm was founded by Keith Vernon in 1999. Bristlecone offers integrated wealth management and family office services to high net-worth individuals and families. | Finance |
Cornerstone Advisors Asset Management, Inc.
Cornerstone Advisors Asset Management, Inc. Investment ManagersFinance Founded in 2001, Cornerstone Advisors, Inc. is a registered investment advisor located in Asheville, North Carolina | Finance |
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