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Brett Sohns
Chief Executive Officer at Lifegoal Investments LLC
Brett Sohns active positions
Companies | Position | Start | End |
---|---|---|---|
Lifegoal Investments LLC
![]() Lifegoal Investments LLC Investment ManagersFinance Lifegoal Investments LLC provides investment advice. The private company is based in Saratoga Springs, NY and has subsidiaries in the United States. The company was founded in 2021 by Brett Richard Sohns, who has been the CEO since 2021. | Chief Executive Officer | 30/04/2021 | - |
Founder | 30/04/2021 | - | |
Portfolio Manager-Equities | 30/04/2021 | - |
Career history of Brett Sohns
Former positions of Brett Sohns
Companies | Position | Start | End |
---|---|---|---|
Advisors Asset Management, Inc.
![]() Advisors Asset Management, Inc. Investment ManagersFinance Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor headquartered in Monument, Colorado. The firm was founded in 1979 as Fixed Income Securities LP. In 2023, Sun Life Capital Management (US) LLC, a subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada, acquired a 51 percent majority stake in the firm. AAM provides portfolio supervisory and evaluation services to AAM-sponsored unit investment trusts (UITs). They also offer separately managed account (SMA) advisory services to individuals, banking or thrift institutions, trusts, estates, broker-dealers, investment advisers, investment companies, corporations, pension or profit-sharing plans and charitable organizations. | Corporate Officer/Principal | 30/09/2019 | 31/08/2021 |
BlackRock Advisors LLC
![]() BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Corporate Officer/Principal | 30/04/2011 | 29/02/2012 |
Training of Brett Sohns
Iona College | Masters Business Admin |
Statistics
International
United States | 5 |
Operational
Corporate Officer/Principal | 2 |
Chief Executive Officer | 1 |
Founder | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
Lifegoal Investments LLC
![]() Lifegoal Investments LLC Investment ManagersFinance Lifegoal Investments LLC provides investment advice. The private company is based in Saratoga Springs, NY and has subsidiaries in the United States. The company was founded in 2021 by Brett Richard Sohns, who has been the CEO since 2021. | Finance |
BlackRock Advisors LLC
![]() BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Finance |
Advisors Asset Management, Inc.
![]() Advisors Asset Management, Inc. Investment ManagersFinance Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor headquartered in Monument, Colorado. The firm was founded in 1979 as Fixed Income Securities LP. In 2023, Sun Life Capital Management (US) LLC, a subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada, acquired a 51 percent majority stake in the firm. AAM provides portfolio supervisory and evaluation services to AAM-sponsored unit investment trusts (UITs). They also offer separately managed account (SMA) advisory services to individuals, banking or thrift institutions, trusts, estates, broker-dealers, investment advisers, investment companies, corporations, pension or profit-sharing plans and charitable organizations. | Finance |
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