James Breen
Analyst-Equity at Asset Management for Professionals, Inc.
James Breen active positions
| Companies | Position | Start | End |
|---|---|---|---|
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 | - | - |
| Investment Committee Member | - | - | |
| Portfolio Manager-Equities | - | - |
Career history of James Breen
Training of James Breen
| US Military Academy | Undergraduate Degree |
Statistics
International
| United States | 3 |
Operational
| Analyst-Equity | 1 |
| Investment Committee Member | 1 |
| Portfolio Manager-Equities | 1 |
Sectoral
| Finance | 2 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
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 |
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