Career history of Brad Unruh
Former positions of Brad Unruh
Companies | Position | Start | End |
---|---|---|---|
Halbert Wealth Management, Inc.
Halbert Wealth Management, Inc. Investment ManagersFinance Halbert Wealth Management, Inc. (Halbert Wealth) is an independent SEC-registered investment advisor and fund-of-funds manager headquartered in Austin, Texas. The firm was founded by Gary and Debi Halbert in 1995. Halbert Wealth provides services primarily to individuals, high-net worth individuals, IRAs, and trusts. They may also provide services to corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. | Portfolio Manager-Equities | 30/06/1999 | 31/12/2006 |
Dean Witter Reynolds, Inc. | Corporate Officer/Principal | 31/12/1983 | 30/12/1992 |
MCKESSON CORPORATION | Corporate Officer/Principal | - | 30/12/1983 |
Statistics
International
United States | 3 |
2 |
Operational
Corporate Officer/Principal | 2 |
Portfolio Manager-Equities | 1 |
Sectoral
Finance | 3 |
Distribution Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Listed companies | 1 |
---|---|
MCKESSON CORPORATION | Distribution Services |
Private companies | 2 |
---|---|
Halbert Wealth Management, Inc.
Halbert Wealth Management, Inc. Investment ManagersFinance Halbert Wealth Management, Inc. (Halbert Wealth) is an independent SEC-registered investment advisor and fund-of-funds manager headquartered in Austin, Texas. The firm was founded by Gary and Debi Halbert in 1995. Halbert Wealth provides services primarily to individuals, high-net worth individuals, IRAs, and trusts. They may also provide services to corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. | Finance |
Dean Witter Reynolds, Inc. | Finance |
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