![Caryn Westman](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Caryn Westman
Founder at United Capital Financial Partners, Inc.
Caryn Westman active positions
Companies | Position | Start | End |
---|---|---|---|
United Capital Financial Partners, Inc.
![]() United Capital Financial Partners, Inc. Investment ManagersFinance United Capital Financial Partners, Inc. engages in the provision of financial advisory services. It offers financial life management, guidance-driven investing, and extended financial services. The company was founded by Joseph John Duran, Patrick M. Bommarito and Caryn L. Westman in 2005 and is headquartered in Newport Beach, CA. | Founder | 31/12/2004 | - |
Corporate Secretary | 31/12/2004 | - |
Career history of Caryn Westman
Former positions of Caryn Westman
Companies | Position | Start | End |
---|---|---|---|
United Capital Partners, Inc.
![]() United Capital Partners, Inc. Financial ConglomeratesFinance United Capital Partners, Inc. operates an investment boutique and provides real estate financing solutions. The company is headquartered in Bloomington, MN. | Corporate Secretary | - | - |
Centurion Capital Group, Inc.
![]() Centurion Capital Group, Inc. Investment ManagersFinance Part of Altegris Advisors LLC, Centurion Capital Group, Inc. provides asset management services. The company is based in Downey, CA. Centurion Capital Group was acquired by General Electric Co. on October 09, 2001. | General Counsel | - | - |
Corporate Secretary | - | - | |
United Capital Financial Advisers LLC
![]() United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers. | General Counsel | - | 21/04/2009 |
Corporate Secretary | - | - |
Training of Caryn Westman
Drake University | Graduate Degree |
Mt. San Antonio College Foundation | Undergraduate Degree |
Statistics
International
United States | 7 |
Operational
Corporate Secretary | 4 |
General Counsel | 2 |
Undergraduate Degree | 2 |
Sectoral
Finance | 5 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
United Capital Financial Advisers LLC
![]() United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers. | Finance |
United Capital Partners, Inc.
![]() United Capital Partners, Inc. Financial ConglomeratesFinance United Capital Partners, Inc. operates an investment boutique and provides real estate financing solutions. The company is headquartered in Bloomington, MN. | Finance |
United Capital Financial Partners, Inc.
![]() United Capital Financial Partners, Inc. Investment ManagersFinance United Capital Financial Partners, Inc. engages in the provision of financial advisory services. It offers financial life management, guidance-driven investing, and extended financial services. The company was founded by Joseph John Duran, Patrick M. Bommarito and Caryn L. Westman in 2005 and is headquartered in Newport Beach, CA. | Finance |
Centurion Capital Group, Inc.
![]() Centurion Capital Group, Inc. Investment ManagersFinance Part of Altegris Advisors LLC, Centurion Capital Group, Inc. provides asset management services. The company is based in Downey, CA. Centurion Capital Group was acquired by General Electric Co. on October 09, 2001. | Finance |
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