Craig Pearson
Directeur Général chez Private Wealth Systems, Inc.
Profil
Craig Pearson is the founder and CEO of Private Wealth Systems, Inc. which was founded in 2014.
He is currently a member of the CFA Institute.
Pearson's former positions include Managing Director-Eastern Territory Sales at WealthTouch, Inc., Vice President-Sales at Kenamea, Inc., Principal at Charles River Systems, Inc., and Principal at Thomson Reuters Corp.
Pearson received a graduate degree from Bentley University.
Postes actifs de Craig Pearson
| Sociétés | Poste | Début |
|---|---|---|
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | - |
Private Wealth Systems, Inc.
 Private Wealth Systems, Inc. Information Technology ServicesTechnology Services Private Wealth Systems, Inc. is a financial technology company that offers a private cloud multi-asset, multi-manager, multi-currency investment management and reporting platform. The company is based in Mooresville, NC. The company's platform is utilized by family offices, private banks, chief investment officers, accountants, and high net worth wealth managers. The company provides portfolio management and reporting software uniquely designed for ultra-high net worth investors, family offices, and banks. The company's UHNW personal financial management and reporting platform enables a 100% total wealth view across public and private investments. The company was founded in 2014 by Joanne Frawley and Craig Pearson. Craig Pearson has been the CEO since 2014. | Directeur Général | 01/01/2014 |
Anciens postes connus de Craig Pearson
| Sociétés | Poste | Fin |
|---|---|---|
Kenamea, Inc.
 Kenamea, Inc. Packaged SoftwareTechnology Services Kenamea, Inc. provides notification solutions and services. The firm's solutions enable enterprises to manage the resolution of business-critical and revenue generating tasks. Its solutions include enhance advisor productivity & retention and regulatory compliance. The company was founded in 1999 and is located in San Francisco, CA. | Sales & Marketing | 17/02/2009 |
Charles River Systems, Inc.
 Charles River Systems, Inc. Packaged SoftwareTechnology Services Charles River Systems, Inc. provides software and technology consulting services. It also offers implementation, application management services and hosting services. The firm offers Charles River Investment Management Solution that controls operational risk, simplifies day-to-day system management, and decreases technology costs by hosting and managing the enterprise software to wealth managers, advisors, alternative investment managers and institutional investment managers. The company was founded by Peter K. Lambertus in 1984 and is headquartered in Burlington, MA. | Corporate Officer/Principal | - |
| THOMSON REUTERS CORPORATION | Corporate Officer/Principal | - |
WealthTouch, Inc.
 WealthTouch, Inc. Internet Software/ServicesTechnology Services WealthTouch, Inc. provides reporting services for ultra-high-net-worth families and their advisors. It also provides solutions for investment reporting, financial data aggregation, account reconciliation, and expense management. The firm also provides back office infrastructure planning and implementation consulting, custom software design & development, and application hosting services. The company was founded in 2001 and is headquartered in Denver, CO | Sales & Marketing | - |
Formation de Craig Pearson
| Bentley University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| THOMSON REUTERS CORPORATION | Technology Services |
| Entreprise privées | 5 |
|---|---|
Kenamea, Inc.
Kenamea, Inc. Packaged SoftwareTechnology Services Kenamea, Inc. provides notification solutions and services. The firm's solutions enable enterprises to manage the resolution of business-critical and revenue generating tasks. Its solutions include enhance advisor productivity & retention and regulatory compliance. The company was founded in 1999 and is located in San Francisco, CA. | Technology Services |
Charles River Systems, Inc.
Charles River Systems, Inc. Packaged SoftwareTechnology Services Charles River Systems, Inc. provides software and technology consulting services. It also offers implementation, application management services and hosting services. The firm offers Charles River Investment Management Solution that controls operational risk, simplifies day-to-day system management, and decreases technology costs by hosting and managing the enterprise software to wealth managers, advisors, alternative investment managers and institutional investment managers. The company was founded by Peter K. Lambertus in 1984 and is headquartered in Burlington, MA. | Technology Services |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
WealthTouch, Inc.
WealthTouch, Inc. Internet Software/ServicesTechnology Services WealthTouch, Inc. provides reporting services for ultra-high-net-worth families and their advisors. It also provides solutions for investment reporting, financial data aggregation, account reconciliation, and expense management. The firm also provides back office infrastructure planning and implementation consulting, custom software design & development, and application hosting services. The company was founded in 2001 and is headquartered in Denver, CO | Technology Services |
Private Wealth Systems, Inc.
Private Wealth Systems, Inc. Information Technology ServicesTechnology Services Private Wealth Systems, Inc. is a financial technology company that offers a private cloud multi-asset, multi-manager, multi-currency investment management and reporting platform. The company is based in Mooresville, NC. The company's platform is utilized by family offices, private banks, chief investment officers, accountants, and high net worth wealth managers. The company provides portfolio management and reporting software uniquely designed for ultra-high net worth investors, family offices, and banks. The company's UHNW personal financial management and reporting platform enables a 100% total wealth view across public and private investments. The company was founded in 2014 by Joanne Frawley and Craig Pearson. Craig Pearson has been the CEO since 2014. | Technology Services |
