Patrick M. Bommarito
Career history of Patrick M. Bommarito
Former positions of Patrick M. Bommarito
| Companies | Position | Start | End |
|---|---|---|---|
| The International Association for Financial Planning | Corporate Officer/Principal | - | 18/03/2009 |
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. | Director/Board Member | 12/05/2009 | - |
| Founder | 31/12/2004 | - | |
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. | Director/Board Member | 21/04/2009 | 14/06/2012 |
| Chairman | 21/04/2009 | 21/04/2009 | |
| Chief Operating Officer | 21/04/2009 | 21/04/2009 | |
| Corporate Officer/Principal | 14/06/2012 | - | |
| President | - | 21/04/2009 |
Training of Patrick M. Bommarito
| Central Michigan University | Masters Business Admin |
| Walsh College | Undergraduate Degree |
Statistics
International
| United States | 6 |
Operational
| Director/Board Member | 2 |
| Corporate Officer/Principal | 2 |
| Chairman | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
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 |
| The International Association for Financial Planning | |
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 |
- Stock Market
- Insiders
- Patrick M. Bommarito
- Experience
