James Breen
Analyst-Equity chez Asset Management for Professionals, Inc.
Profil
James Breen is currently a Partner at Asset Management for Professionals, Inc. He graduated from the US Military Academy in 1986 with an undergraduate degree.
Postes actifs de James Breen
Sociétés | Poste | Début |
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Asset Management for Professionals, Inc.
Asset Management for Professionals, Inc. Investment ManagersFinance Asset Management for Professionals, Inc., do-business-as AMP Wealth Management (AMP), is an independent, SEC-registered investment advisor headquartered in Whitefish Bay, Wisconsin. The firm was founded in 1994 by Dr. Jerome Mahalick to provide fellow medical and dental professionals with an academically based investment alternative. AMP provides investment management services primarily to high net-worth individuals, corporations, personal trusts, and qualified retirement plans through model portfolios and collective investment funds offered by financial advisors, broker dealers, registered investment advisory firms, trust companies and platforms. | Analyst-Equity | - |
Formation de James Breen
US Military Academy | Undergraduate Degree |
Expériences
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
Entreprise privées | 1 |
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Asset Management for Professionals, Inc.
Asset Management for Professionals, Inc. Investment ManagersFinance Asset Management for Professionals, Inc., do-business-as AMP Wealth Management (AMP), is an independent, SEC-registered investment advisor headquartered in Whitefish Bay, Wisconsin. The firm was founded in 1994 by Dr. Jerome Mahalick to provide fellow medical and dental professionals with an academically based investment alternative. AMP provides investment management services primarily to high net-worth individuals, corporations, personal trusts, and qualified retirement plans through model portfolios and collective investment funds offered by financial advisors, broker dealers, registered investment advisory firms, trust companies and platforms. | Finance |