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Marc Edelman Koven
Compliance Officer at Cypress Wealth Services LLC
Marc Edelman Koven active positions
Companies | Position | Start | End |
---|---|---|---|
Cypress Wealth Services LLC
![]() Cypress Wealth Services LLC Investment ManagersFinance Cypress Wealth Services LLC, founded in 2017, is a firm of experienced financial advisors. The private company is based in Palm Desert, CA. The company's mission is to ensure that every aspect of their clients' lives is aligned to best achieve their financial goals. | Compliance Officer | 31/05/2017 | - |
Portfolio Manager-Equities | 31/05/2017 | - |
Career history of Marc Edelman Koven
Former positions of Marc Edelman Koven
Companies | Position | Start | End |
---|---|---|---|
Integrated Wealth Management, Inc.
![]() Integrated Wealth Management, Inc. Investment ManagersFinance Integrated Wealth Management, Inc. (IWM) is an independent investment advisor headquartered in Palm Desert, California. The firm was founded by James Casey in 1995. IWM provides advisory services to individuals and high-net-worth individuals, pension and profit-sharing plans, plan participants, charitable organizations, and corporations or other businesses. | Portfolio Manager-Equities | 31/03/2014 | 30/06/2017 |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - | 30/03/2014 |
Palm Desert Chamber of Commerce
![]() Palm Desert Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services The Palm Desert Chamber of Commerce is a business organization that serves as a platform for local businesses to connect and collaborate. The Chamber of Commerce is based in Palm Desert, CA. | Corporate Officer/Principal | - | - |
Training of Marc Edelman Koven
California State University-San Bernardino | Undergraduate Degree |
Statistics
International
United States | 6 |
Operational
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 2 |
Undergraduate Degree | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
Integrated Wealth Management, Inc.
![]() Integrated Wealth Management, Inc. Investment ManagersFinance Integrated Wealth Management, Inc. (IWM) is an independent investment advisor headquartered in Palm Desert, California. The firm was founded by James Casey in 1995. IWM provides advisory services to individuals and high-net-worth individuals, pension and profit-sharing plans, plan participants, charitable organizations, and corporations or other businesses. | Finance |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Palm Desert Chamber of Commerce
![]() Palm Desert Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services The Palm Desert Chamber of Commerce is a business organization that serves as a platform for local businesses to connect and collaborate. The Chamber of Commerce is based in Palm Desert, CA. | Commercial Services |
Cypress Wealth Services LLC
![]() Cypress Wealth Services LLC Investment ManagersFinance Cypress Wealth Services LLC, founded in 2017, is a firm of experienced financial advisors. The private company is based in Palm Desert, CA. The company's mission is to ensure that every aspect of their clients' lives is aligned to best achieve their financial goals. | Finance |
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