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  2. Thomas Belesis - Wikipedia

    en.wikipedia.org/wiki/Thomas_Belesis

    Belesis founded John Thomas Financial in 2007 after a career in brokerage and investment banking on Wall Street. [1] It grew from a three-person brokerage to 300-employee firm [2] that claimed to provide a full range of retail brokerage, investment banking, corporate advisory and private wealth management services.

  3. Portfolio manager - Wikipedia

    en.wikipedia.org/wiki/Portfolio_manager

    A portfolio manager (PM) is a professional responsible for making investment decisions and carrying out investment activities on behalf of vested individuals or institutions. Clients invest their money into the PM's investment policy for future growth, such as a retirement fund , endowment fund , or education fund. [ 1 ]

  4. From stock market news to jobs and real estate, it can all be found here. ... But his overall wealth is far more modest. CBS News 2 months ago The best and worst U.S. states for finding a good job ...

  5. Mary Callahan Erdoes - Wikipedia

    en.wikipedia.org/wiki/Mary_Callahan_Erdoes

    Mary Callahan Erdoes (born August 13, 1967) is an American investment manager and businesswoman. She is the chief executive officer (CEO) of the asset and wealth management division of J.P. Morgan, serving since 2009. With the firm since 1996, she began her career as a portfolio manager, specializing in fixed income trading. From 2005 to 2009 ...

  6. Goldman Sachs - Wikipedia

    en.wikipedia.org/wiki/Goldman_Sachs

    The Goldman Sachs Group, Inc. (/ s æ k s / SAKS) is an American multinational investment bank and financial services company. Founded in 1869, Goldman Sachs is headquartered in Lower Manhattan in New York City, with regional headquarters in many international financial centers. [1]

  7. Wealth management - Wikipedia

    en.wikipedia.org/wiki/Wealth_management

    Wealth management (WM) or wealth management advisory (WMA) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. It is a discipline which incorporates structuring and ...

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