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Derek Brock Boles
Chief Executive Officer at Fortis Advisors LLC
Derek Brock Boles active positions
Companies | Position | Start | End |
---|---|---|---|
Fortis Advisors LLC
![]() Fortis Advisors LLC Investment ManagersFinance Fortis Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in King of Prussia, Pennsylvania. The firm was founded in 1913 and is wholly owned by Fortis Family Office LLC (formerly Fortis Wealth LP). Fortis Advisors provides investment management, financial planning, and investment related consulting services to individuals and high net-worth individuals and their related entities, such as trusts, limited liability companies, limited partnerships, foundations, and other non-profit organizations. | Chief Executive Officer | 31/12/2003 | - |
President | 31/12/2003 | - | |
Convergence Fund I LP
![]() Convergence Fund I LP Investment Trusts/Mutual FundsMiscellaneous Convergence Fund I LP operates as a hedge fund. The company is headquartered in King of Prussia, PA. | Director/Board Member | - | - |
Career history of Derek Brock Boles
Training of Derek Brock Boles
James Madison University | Undergraduate Degree |
Villanova University School of Law | Graduate Degree |
Statistics
International
United States | 5 |
Operational
Chief Executive Officer | 1 |
President | 1 |
Undergraduate Degree | 1 |
Sectoral
Consumer Services | 3 |
Finance | 2 |
Miscellaneous | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
---|---|
Fortis Advisors LLC
![]() Fortis Advisors LLC Investment ManagersFinance Fortis Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in King of Prussia, Pennsylvania. The firm was founded in 1913 and is wholly owned by Fortis Family Office LLC (formerly Fortis Wealth LP). Fortis Advisors provides investment management, financial planning, and investment related consulting services to individuals and high net-worth individuals and their related entities, such as trusts, limited liability companies, limited partnerships, foundations, and other non-profit organizations. | Finance |
Convergence Fund I LP
![]() Convergence Fund I LP Investment Trusts/Mutual FundsMiscellaneous Convergence Fund I LP operates as a hedge fund. The company is headquartered in King of Prussia, PA. | Miscellaneous |
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